401(k) · DOL Form 5500 · 2023

Donnelly Nelson & Depolo, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
32nd
Percentile by assets National rank
$156,133
Avg per participant Above avg balance/head
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Official DOL plan name: Donnelly Nelson & Depolo 401(k) Plan · Sponsored by Donnelly Nelson & Depolo, a Professional Corporation · California · Professional & Technical Services

$2M in assets, 15 participants

Donnelly Nelson & Depolo, a Professional Corporation's Donnelly Nelson & Depolo 401(k) Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,817 in Professional & Technical Services (20,321 peers)

Donnelly Nelson & Depolo, a Professional Corporation multi-year trail

Donnelly Nelson & Depolo, a Professional Corporation's plans moved +27.0% in assets from 2022 to 2024; this filing shows Donnelly Nelson & Depolo 401(k) Plan at $2M / 15 participants.

#5,817
in Professional & Technical Services (20,321 peers)
+6.9%
assets growth YoY

Donnelly Nelson & Depolo 401(k) Plan among the smaller filed plans by assets

Donnelly Nelson & Depolo 401(k) Plan vs every filed plan by assets

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

$2,341,997 32nd percentile higher than 32% 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

Donnelly Nelson & Depolo 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donnelly Nelson & Depolo 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donnelly Nelson & Depolo 401(k) Plan reported net income rose from -$338K in the plan year 2022 filing to $150K in the plan year 2023 filing.
  • Donnelly Nelson & Depolo 401(k) Plan reported participants fell from 18 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Donnelly Nelson & Depolo 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263919591 · Donnelly Nelson & Depolo, a Professional Corporation PY 2023 · 401(k)

Donnelly Nelson & Depolo 401(k) Plan · $2M · 15 · 32nd

  • EIN $2M
  • RANK 15
  • PHOTO 32nd
  • IND 401(k)
  • EOY near Dst-Avi Retirement Plan
  • 5500 ind #5817

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 →

Donnelly Nelson & Depolo 401(k) Plan in the asset neighbourhood

Donnelly Nelson & Depolo 401(k) PlanDonnelly Nelson & Depolo 401…$2MDst-Avi Retirement Plan$2MPac Tell Group Inc 401(k) Profit Sharing PlanPac Tell Group Inc 401(k) Pr…$2MRough Rock School Board, Inc. 401(k) PlanRough Rock School Board, Inc…$2MNester Hosiery, LLC 401(k) Profit Sharing PlanNester Hosiery, LLC 401(k) P…$2M
End-of-year total assets ($M) among Donnelly Nelson & Depolo 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Donnelly Nelson & Depolo, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Donnelly Nelson & Depolo, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.00101196934344% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.19M $2.78M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 15 $2M
2024 1 12 $3M

Donnelly Nelson & Depolo, a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$150K
Employer EIN263919591
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Donnelly Nelson & Depolo 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Donnelly Nelson & Depolo 401(k) Plan, Total assets ($B): 0.002341997 · Participants: 15Donnelly Nelson & Depolo 401(k) 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
Donnelly Nelson & Depolo 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Donnelly Nelson & Depolo 401(k) Plan side-by-side with 3 peers →

Donnelly Nelson & Depolo 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dst-Avi Retirement Plan in GA ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Donnelly Nelson & Depolo 401(k) Plan assets move in 2023? ▼
Donnelly Nelson & Depolo 401(k) Plan grew at a solid clip - up 6.9% during 2023, from $2M to $2M. Reported net income was $150K.
How have Donnelly Nelson & Depolo, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelly Nelson & Depolo, a Professional Corporation's sponsor-wide assets grew 27.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Donnelly Nelson & Depolo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dst-Avi Retirement Plan in GA ($2M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Donnelly Nelson & Depolo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 263919591.

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.