401(k) · DOL Form 5500 · 2023
3df Charitable Trust 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $614,241
- Avg per participant High balance/head
Official DOL plan name: 3df Charitable Trust 401(k) Plan · Sponsored by 3df Charitable Trust · California · Other Services
$4M in assets, 6 participants
3df Charitable Trust's 3df Charitable Trust 401(k) Plan reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #4,879 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, 3df Charitable Trust 401(k) Plan ranks #4,879 of 7,857 2023 filers by assets (545% of the sector average)-$4M for 6 participants.
- #4,879
- in Other Services (7,857 peers)
- +139.0%
- assets growth YoY
3df Charitable Trust 401(k) Plan's mid-pack asset rank among Other Services and all filers
3df Charitable Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,685,448 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
3df Charitable Trust 401(k) 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. 3df Charitable Trust 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 3df Charitable Trust 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 3df Charitable Trust 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 852648340 · 3df Charitable Trust PY 2023 · 401(k)
3df Charitable Trust 401(k) Plan · $4M · 6 · 39th
- RANK $4M
- RANK 6
- RANK 39th
- RANK 401(k)
- RANK near Oca 401(k) Plan
- RANK ind #4879
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 California →
3df Charitable Trust 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $4M |
| Employer EIN | 852648340 |
| Plan Effective Date | 2020-08-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (3df Charitable Trust)
Sponsor-wide plan assets over time
All 3df Charitable Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 6 | $4M |
| 2024 | 1 | 6 | N/A |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
3df Charitable Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Oca 401(k) Plan in OK ($4M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Oca 401(k) Plan (OK) $4M · 65
- Photon Infotech 401(k) Profit Sharing Plan (TX) $4M · 605
- Harvard Club of Boston 401(k) Plan (MA) $4M · 48
- Pinnacle Home Care, Inc. 401(k) Profit Sharing Plan (FL) $4M · 162
Similar participant headcount
Nearest other-state filings by covered participants (6 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.