401(k) · DOL Form 5500 · 2023

Dls Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
36th
Percentile by assets National rank
$308,195
Avg per participant High balance/head
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Official DOL plan name: Dls Investments, Inc. Pension Transfer Trust Plan · Sponsored by Dls Investments, Inc. · Illinois · Wholesale Trade

$3M in assets, 10 participants

Dls Investments, Inc.'s Dls Investments, Inc. Pension Transfer Trust Plan reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,590 in Wholesale Trade (6,309 peers)

Dls Investments, Inc. multi-year trail

Dls Investments, Inc.'s plans moved +63.2% in assets from 2022 to 2024; this filing shows Dls Investments, Inc. Pension Transfer Trust Plan at $3M / 10 participants.

#1,590
in Wholesale Trade (6,309 peers)
+44.9%
assets growth YoY

Dls Investments, Inc. Pension Transfer Trust Plan's mid-pack asset rank among Wholesale Trade and all filers

Dls Investments, Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$3,081,947 36th percentile higher than 36% 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

Dls Investments, Inc. Pension Transfer Trust 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. Dls Investments, Inc. Pension Transfer Trust Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dls Investments, Inc. Pension Transfer Trust Plan reported net income rose from -$83K in the plan year 2022 filing to $955K in the plan year 2023 filing.
  • Dls Investments, Inc. Pension Transfer Trust Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200868012 · Dls Investments, Inc. PY 2023 · 401(k)

Dls Investments, Inc. Pension Transfer Trust Plan · $3M · 10 · 36th

  • PART $3M
  • TYPE 10
  • NET 36th
  • BOOK 401(k)
  • VS-ST near Bmc Bil-Mac Corporation Employee Benefit Plan
  • BOY ind #1590

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 Wholesale Trade retirement plans → · Plans in Illinois →

Dls Investments, Inc. Pension Transfer Trust Plan in the asset neighbourhood

Dls Investments, Inc. Pension Transfer Trust PlanDls Investments, Inc. Pensio…$3MBmc Bil-Mac Corporation Employee Benefit PlanBmc Bil-Mac Corporation Empl…$3MPetticoat-Schmitt Civil Contractors, Inc. 401(k) Profit Sharing Plan and TrustPetticoat-Schmitt Civil Cont…$3MConstruction 401(k) Plan$3MWebarcit LLC-Sep IRA for the Benefit of Allan P ShenoyWebarcit LLC-Sep IRA for the…$3M
End-of-year total assets ($M) among Dls Investments, Inc. Pension Transfer Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dls Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dls Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.24619753319711% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.13M $3.47M ▲ +62.9%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $3M
2024 1 11 $3M

Dls Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$955K
Employer EIN200868012
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Dls Investments, Inc. Pension Transfer Trust Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Dls Investments, Inc. Pension Transfer Trust Plan, Total assets ($B): 0.003081947 · Participants: 10Dls Investments, Inc. Pension Transfer Trust PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Dls Investments, Inc. Pension Transfer Trust Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Dls Investments, Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Dls Investments, Inc. Pension Transfer Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bmc Bil-Mac Corporation Employee Benefit Plan in MI ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Dls Investments, Inc. Pension Transfer Trust Plan assets move in 2023? ▼
Dls Investments, Inc. Pension Transfer Trust Plan surged - up 44.9% during 2023, from $2M to $3M. Reported net income was $955K.
How have Dls Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dls Investments, Inc.'s sponsor-wide assets grew 63.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Dls Investments, Inc. Pension Transfer Trust Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bmc Bil-Mac Corporation Employee Benefit Plan in MI ($3M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Dls Investments, Inc. Pension Transfer Trust Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 200868012.

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.