Profit Sharing · DOL Form 5500 · 2023

Dfw Investor Lending, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$835,483
Avg per participant High balance/head
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Official DOL plan name: Dfw Investor Lending, LLC Profit Sharing Plan · Sponsored by Dfw Investor Lending, Inc. · Texas · Other Services

$3M in assets, 3 participants

Dfw Investor Lending, Inc.'s Dfw Investor Lending, LLC Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,513 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Dfw Investor Lending, LLC Profit Sharing Plan ranks #4,513 of 7,857 2023 filers by assets (801% of the sector average)-$3M for 3 participants.

#4,513
in Other Services (7,857 peers)
-14.3%
assets change YoY

Dfw Investor Lending, LLC Profit Sharing Plan among the smaller filed plans by assets

Dfw Investor Lending, LLC Profit Sharing Plan vs every filed plan by assets

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

$2,506,448 33rd percentile higher than 33% 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

Dfw Investor Lending, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dfw Investor Lending, LLC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dfw Investor Lending, LLC Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260654276 · Dfw Investor Lending, Inc. PY 2023 · Profit Sharing

Dfw Investor Lending, LLC Profit Sharing Plan · $3M · 3 · 33rd

  • BOY $3M
  • SCH 3
  • EBSA 33rd
  • PART Profit Sharing
  • TYPE near Jose Roberto Fumero-Perez Retirement Plan
  • NET ind #4513

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 Other Services retirement plans → · Plans in Texas →

Dfw Investor Lending, LLC Profit Sharing Plan in the asset neighbourhood

Dfw Investor Lending, LLC Profit Sharing PlanDfw Investor Lending, LLC Pr…$3MJose Roberto Fumero-Perez Retirement PlanJose Roberto Fumero-Perez Re…$3MDonald L. Parker II, P.a. 401(k) Profit Sharing PlanDonald L. Parker II, P.a. 40…$3MAdult Resources Center, Inc. 403(b) PlanAdult Resources Center, Inc.…$3MWestern Grinding Service, Inc., Profit Sharing PlanWestern Grinding Service, In…$3M
End-of-year total assets ($M) among Dfw Investor Lending, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$301K
Employer EIN260654276
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dfw Investor Lending, Inc.)

Sponsor-wide plan assets over time

All Dfw Investor Lending, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.224015341980068% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.92M $3.08M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 2 $3M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Dfw Investor Lending, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Dfw Investor Lending, LLC Profit Sharing Plan, Total assets ($B): 0.002506448 · Participants: 3Dfw Investor Lending, LLC Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Dfw Investor Lending, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Dfw Investor Lending, LLC Profit Sharing Plan side-by-side with 3 peers →

Dfw Investor Lending, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jose Roberto Fumero-Perez Retirement Plan in PR ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Dfw Investor Lending, LLC Profit Sharing Plan assets move in 2023? ▼
Dfw Investor Lending, LLC Profit Sharing Plan pulled back noticeably - down 14.3% during 2023, from $3M to $3M. Reported net income was $301K.
How have Dfw Investor Lending, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dfw Investor Lending, Inc.'s sponsor-wide assets grew 5.2%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Dfw Investor Lending, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose Roberto Fumero-Perez Retirement Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Dfw Investor Lending, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 260654276.

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.