401(k) · DOL Form 5500 · 2023
Dana & Fullam 401(k) Plan
Data updated 2026-08-25
- $640K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $91,453
- Avg per participant Below avg balance/head
Official DOL plan name: Dana & Fullam 401(k) Plan · Sponsored by Dana & Fullam · California · Professional & Technical Services
$640K in assets, 7 participants
Dana & Fullam's Dana & Fullam 401(k) Plan reported $640K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,033 in Professional & Technical Services (20,321 peers)
Dana & Fullam multi-year trail
Dana & Fullam's plans moved +32.2% in assets from 2022 to 2024; this filing shows Dana & Fullam 401(k) Plan at $640K / 7 participants.
- #3,033
- in Professional & Technical Services (20,321 peers)
- +14.0%
- assets growth YoY
Dana & Fullam 401(k) Plan among the smaller filed plans by assets
Dana & Fullam 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$640,168 20th percentile higher than 20% 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
Dana & Fullam 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. Dana & Fullam 401(k) Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dana & Fullam 401(k) Plan reported net income fell from $179K in the plan year 2022 filing to $78K in the plan year 2023 filing.
- Dana & Fullam 401(k) Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Dana & Fullam 401(k) Plan end-of-year assets rose from $562K in the plan year 2022 filing to $640K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 831527966 · Dana & Fullam PY 2023 · 401(k)
Dana & Fullam 401(k) Plan · $640K · 7 · 20th
- BOOK $640K
- BOOK 7
- BOOK 20th
- BOOK 401(k)
- BOOK near Fb Acquisition LLC
- BOOK ind #3033
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 →
Dana & Fullam 401(k) Plan in the asset neighbourhood
Dana & Fullam multi-year asset trail
Sponsor-wide plan assets over time
All Dana & Fullam plans reported in each filing year
- Latest sponsor-wide plan assets
- $743K 32.23080469755527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $562K |
| 2023 | 1 | 7 | $640K |
| 2024 | 1 | 7 | $743K |
Dana & Fullam filing trail (2023)
| Total Assets (Beginning of Year) | $562K |
|---|---|
| Net Assets (End of Year) | $640K |
| Net Income | $78K |
| Employer EIN | 831527966 |
| Plan Effective Date | 2018-08-09 |
| Filing Status | FILING RECEIVED |
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
Dana & Fullam 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Fb Acquisition LLC in OH ($640K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($640K here).
- Fb Acquisition LLC (OH) $640K · 36
- Beck Tool, Inc. 401(k) Pension Plan (PA) $640K · 7
- Mexserv, Inc. 401(k) Profit Sharing Plan (FL) $640K · 29
- Rpkc, Inc. 401(k) Plan (TX) $640K · 17
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Asana Biosciences, LLC 401(k) Plan (NJ) 7 · 0 off
- Marietta Railroad Properties, Inc. 401(k) Plan (NY) 7 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 7 · 0 off
- Gkc Inc. 401(k) Plan (WA) 7 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.