401(k) · DOL Form 5500 · 2023

Dale a Doctor 401(k) Plan

Data updated 2026-08-25

$359K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$359,446
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dale a Doctor 401(k) · Sponsored by Dale a Doctor · Indiana · Agriculture, Forestry & Fishing

$359K in assets, 1 participants

Dale a Doctor's Dale a Doctor 401(k) reported $359K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #162 in Agriculture, Forestry & Fishing (1,288 peers)

Dale a Doctor multi-year trail

Dale a Doctor's plans moved +39.9% in assets from 2022 to 2024; this filing shows Dale a Doctor 401(k) at $359K / 1 participant.

#162
in Agriculture, Forestry & Fishing (1,288 peers)
+23.3%
assets growth YoY

Dale a Doctor 401(k) among the smaller filed plans by assets

Dale a Doctor 401(k) vs every filed plan by assets

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

$359,446 15th percentile higher than 15% 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

Dale a Doctor 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dale a Doctor 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dale a Doctor 401(k) reported net income rose from -$78K in the plan year 2022 filing to $68K in the plan year 2023 filing.
  • Dale a Doctor 401(k) end-of-year assets rose from $291K in the plan year 2022 filing to $359K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 815059021 · Dale a Doctor PY 2023 · 401(k)

Dale a Doctor 401(k) · $359K · 1 · 15th

  • SCH $359K
  • EBSA 1
  • PART 15th
  • TYPE 401(k)
  • NET near Idaho Sports & Cycle Inc. 401(k) Plan
  • BOOK ind #162

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Indiana →

Dale a Doctor 401(k) in the asset neighbourhood

Dale a Doctor 401(k)$359KIdaho Sports & Cycle Inc. 401(k) PlanIdaho Sports & Cycle Inc. 40…$359KDmwm, Inc. 401(k) Profit Sharing PlanDmwm, Inc. 401(k) Profit Sha…$360KNor Cal Roofing Inc 401(k) Profit Sharing PlanNor Cal Roofing Inc 401(k) P…$359KCasey Koa Investment Plan$359K
End-of-year total assets ($M) among Dale a Doctor 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dale a Doctor multi-year asset trail

Sponsor-wide plan assets over time

All Dale a Doctor plans reported in each filing year

Latest sponsor-wide plan assets
$408K 39.93109648550899% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.29M $0.41M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 1 $291K
2023 1 1 $359K
2024 1 1 $408K

Dale a Doctor filing trail (2023)

Total Assets (Beginning of Year)$291K
Net Assets (End of Year)$359K
Net Income$68K
Employer EIN815059021
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Dale a Doctor 401(k) vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Dale a Doctor 401(k), Total assets ($B): 0.000359446 · Participants: 1Dale a Doctor 401(k)The Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Dale a Doctor 401(k) vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Dale a Doctor 401(k) side-by-side with 3 peers →

Dale a Doctor 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Idaho Sports & Cycle Inc. 401(k) Plan in ID ($359K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($359K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Dale a Doctor 401(k) assets move in 2023? ▼
Dale a Doctor 401(k) grew sharply - up 23.3% during 2023, from $291K to $359K. Reported net income was $68K.
How have Dale a Doctor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dale a Doctor's sponsor-wide assets grew 39.9%, from $291K to $408K.
Where does Dale a Doctor 401(k) rank by assets among Form 5500 filers? ▼
Dale a Doctor 401(k) ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dale a Doctor 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Idaho Sports & Cycle Inc. 401(k) Plan in ID ($359K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Dale a Doctor 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 815059021.

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.