401(k) · DOL Form 5500 · 2023

Dave Operating LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
292
Participants Below avg headcount
74th
Percentile by assets National rank
$71,969
Avg per participant Below avg balance/head
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Official DOL plan name: Dave Operating LLC 401(k) Plan · Sponsored by Dave Operating LLC · California · Finance & Insurance

$21M in assets, 292 participants

Dave Operating LLC's Dave Operating LLC 401(k) Plan reported $21M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,360 in Finance & Insurance (8,869 peers)

Coverage in California

Dave Operating LLC 401(k) Plan covers 292 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $21M.

#5,360
in Finance & Insurance (8,869 peers)
+76.4%
assets growth YoY

Dave Operating LLC 401(k) Plan's outsized position by total assets

Dave Operating LLC 401(k) Plan vs every filed plan by assets

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

$21,015,040 Top 26% higher than 74% 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

Dave Operating LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dave Operating LLC 401(k) Plan sits mid-pack in the medium band (292 participants).

DOL schedule card

Filing strip 871020853 · Dave Operating LLC PY 2023 · 401(k)

Dave Operating LLC 401(k) Plan · $21M · 292 · 74th

  • RANK $21M
  • RANK 292
  • RANK 74th
  • RANK 401(k)
  • RANK near First State Bank Southwest Ksop Plan and Trust
  • RANK ind #5360

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 Finance & Insurance retirement plans → · Plans in California →

Dave Operating LLC 401(k) Plan in the asset neighbourhood

Dave Operating LLC 401(k) PlanDave Operating LLC 401(k) Pl…$21MEmpower Media Partners, LLC 401(k) PlanEmpower Media Partners, LLC …$21MFirst State Bank Southwest Ksop Plan and TrustFirst State Bank Southwest K…$21MThe Tustin Group 401(k) RetirementThe Tustin Group 401(k) Reti…$21MStash Financial, Inc. 401(k) PlanStash Financial, Inc. 401(k)…$21M
End-of-year total assets ($M) among Dave Operating LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$21M
Net Income$9M
Employer EIN871020853
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dave Operating LLC)

Sponsor-wide plan assets over time

All Dave Operating LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 39.0504705201608% vs 2023
2024 filing year
$20M$25M$30M$35M 20232024 $21M $29.2M ▲ +39.0%
Year Plans Participants Total Assets
2023 1 292 $21M
2024 1 283 $29M

Nearby 401(k) Plans in California

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

Dave Operating LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dave Operating LLC 401(k) Plan, Total assets ($B): 0.02101504 · Participants: 292Dave Operating LLC 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
Dave Operating LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dave Operating LLC 401(k) Plan side-by-side with 3 peers →

Dave Operating LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First State Bank Southwest Ksop Plan and Trust in MN ($21M); by covered participants it is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Dave Operating LLC 401(k) Plan assets move in 2023? ▼
Dave Operating LLC 401(k) Plan surged - up 76.4% during 2023, from $12M to $21M. Reported net income was $9M.
How have Dave Operating LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Dave Operating LLC's sponsor-wide assets grew 39.1%, from $21M to $29M.
Which 401(k) plans are similar in size to Dave Operating LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bank Southwest Ksop Plan and Trust in MN ($21M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Dave Operating LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants, $45M 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 871020853.

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.