401(k) · DOL Form 5500 · 2023

David&goliath, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
162
Participants Small participant base
78th
Percentile by assets National rank
$165,324
Avg per participant Above avg balance/head
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Official DOL plan name: David&goliath Employees 401(k)/Profit Sharing Plan · Sponsored by David&goliath, LLC · California · Professional & Technical Services

$27M in assets, 162 participants

David&goliath, LLC's David&goliath Employees 401(k)/Profit Sharing Plan reported $27M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,833 in Professional & Technical Services (20,321 peers)

Coverage in California

David&goliath Employees 401(k)/Profit Sharing Plan covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $27M.

#15,833
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

David&goliath Employees 401(k)/Profit Sharing Plan's outsized position by total assets

David&goliath Employees 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,782,425 Top 22% higher than 78% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

David&goliath Employees 401(k)/Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David&goliath Employees 401(k)/Profit Sharing Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David&goliath Employees 401(k)/Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • David&goliath Employees 401(k)/Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • David&goliath Employees 401(k)/Profit Sharing Plan reported participants fell from 184 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134088671 · David&goliath, LLC PY 2023 · 401(k)

David&goliath Employees 401(k)/Profit Sharing Plan · $27M · 162 · 78th

  • EOY $27M
  • 5500 162
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Procare Software LLC 401(k) Plan
  • RANK ind #15833

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

David&goliath Employees 401(k)/Profit Sharing Plan in the asset neighbourhood

Northend Associates LLC 401(k) PlanNorthend Associates LLC 401(…$27MDavid&goliath Employees 401(k)/Profit Sharing PlanDavid&goliath Employees 401(…$27MProcare Software LLC 401(k) PlanProcare Software LLC 401(k) …$27MValley Ent, P.C. 401(k) Profit Sharing PlanValley Ent, P.C. 401(k) Prof…$27MSchnabel Foundation Company Profit Sharing PlanSchnabel Foundation Company …$27M
End-of-year total assets ($M) among David&goliath Employees 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN134088671
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David&goliath, LLC)

Sponsor-wide plan assets over time

All David&goliath, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.62167939865825% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $31.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 184 $23M
2023 1 162 $27M
2024 1 162 $31M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

David&goliath Employees 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants David&goliath Employees 401(k)/Profit Sharing Plan, Total assets ($B): 0.026782425 · Participants: 162David&goliath Employees 401(k)/Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
David&goliath Employees 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare David&goliath Employees 401(k)/Profit Sharing Plan side-by-side with 3 peers →

David&goliath Employees 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Procare Software LLC 401(k) Plan in OR ($27M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did David&goliath Employees 401(k)/Profit Sharing Plan assets move in 2023? ▼
David&goliath Employees 401(k)/Profit Sharing Plan grew sharply - up 17.6% during 2023, from $23M to $27M. Reported net income was $4M.
How have David&goliath, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David&goliath, LLC's sponsor-wide assets grew 37.6%, from $23M to $31M.
Where does David&goliath Employees 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
David&goliath Employees 401(k)/Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to David&goliath Employees 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Procare Software LLC 401(k) Plan in OR ($27M, 402 participants).
Which 401(k) plans cover a similar participant headcount to David&goliath Employees 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134088671.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.