401(k) · DOL Form 5500 · 2023

David Turch & Associates 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
41st
Percentile by assets National rank
$818,259
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing · Sponsored by David Turch & Associates · District of Columbia · Professional & Technical Services

$4M in assets, 5 participants

David Turch & Associates's Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,734 in Professional & Technical Services (20,321 peers)

David Turch & Associates multi-year trail

David Turch & Associates's plans moved +24.1% in assets from 2022 to 2024; this filing shows Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing at $4M / 5 participants.

#7,734
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY

Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing's mid-pack asset rank among Professional & Technical Services and all filers

Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing vs every filed plan by assets

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

$4,091,293 41st percentile higher than 41% 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

Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing reported net income rose from $39K in the plan year 2022 filing to $359K in the plan year 2023 filing.
  • Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540909352 · David Turch & Associates PY 2023 · 401(k)

Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing · $4M · 5 · 41st

  • PART $4M
  • TYPE 5
  • NET 41st
  • BOOK 401(k)
  • VS-ST near Shalom House, Inc. Retirement Savings Plan
  • BOY ind #7734

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 District of Columbia →

Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing in the asset neighbourhood

Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit SharingChas Schwab & Co. Keogh Plan…$4MShalom House, Inc. Retirement Savings PlanShalom House, Inc. Retiremen…$4MBruce Fisher, Dds Profit Sharing PlanBruce Fisher, Dds Profit Sha…$4MComfort Research 401(k) Plan$4MGadellnet Consulting Services 401(k) PlanGadellnet Consulting Service…$4M
End-of-year total assets ($M) among Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

David Turch & Associates multi-year asset trail

Sponsor-wide plan assets over time

All David Turch & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.09462800695594% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.73M $4.63M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $4M
2024 1 5 $5M

David Turch & Associates filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$359K
Employer EIN540909352
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing, Total assets ($B): 0.004091293 · Participants: 5Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit SharingDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing side-by-side with 3 peers →

Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Shalom House, Inc. Retirement Savings Plan in ME ($4M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing assets move in 2023? ▼
Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing grew at a solid clip - up 9.6% during 2023, from $4M to $4M. Reported net income was $359K.
How have David Turch & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Turch & Associates's sponsor-wide assets grew 24.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Shalom House, Inc. Retirement Savings Plan in ME ($4M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 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 540909352.

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.