401(k) · DOL Form 5500 · 2023
Dfp, Inc. Dba Edward Ferrell & Lewis Mittman 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $11,172
- Avg per participant Low balance/head
Official DOL plan name: Edward Ferrell & Lewis Mittman 401(k) Plan · Sponsored by Dfp, Inc. Dba Edward Ferrell & Lewis Mittman · North Carolina · Manufacturing
$1M in assets, 95 participants
Dfp, Inc. Dba Edward Ferrell & Lewis Mittman's Edward Ferrell & Lewis Mittman 401(k) Plan reported $1M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #1,969 in Manufacturing (18,722 peers)
2023 asset change
Edward Ferrell & Lewis Mittman 401(k) Plan pulled back noticeably 11.5% in 2023 ($1M → $1M) for 95 participants.
- #1,969
- in Manufacturing (18,722 peers)
- -11.5%
- assets change YoY
The plan reported a net loss of $138K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Edward Ferrell & Lewis Mittman 401(k) Plan among the smaller filed plans by assets
Edward Ferrell & Lewis Mittman 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,061,343 24th percentile higher than 24% 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
Edward Ferrell & Lewis Mittman 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward Ferrell & Lewis Mittman 401(k) Plan is a small filing (95 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 561533604 · Dfp, Inc. Dba Edward Ferrell & Lewis Mittman PY 2023 · 401(k)
Edward Ferrell & Lewis Mittman 401(k) Plan · $1M · 95 · 24th
- PCT $1M
- EIN 95
- RANK 24th
- PHOTO 401(k)
- IND near Gahh LLC 401(k) Profit Sharing Plan & Trust
- EOY ind #1969
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 Manufacturing retirement plans → · Plans in North Carolina →
Edward Ferrell & Lewis Mittman 401(k) Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$138K |
| Employer EIN | 561533604 |
| Plan Effective Date | 1994-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Edward Ferrell & Lewis Mittman 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Gahh LLC 401(k) Profit Sharing Plan & Trust in CA ($1M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.