401(k) · DOL Form 5500 · 2023

The Dave Thomas Family Companies, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
590
Participants Below avg headcount
57th
Percentile by assets National rank
$15,393
Avg per participant Low balance/head
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Official DOL plan name: The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan · Sponsored by The Dave Thomas Family Companies, LLC · Ohio · Food Services & Accommodation

$9M in assets, 590 participants

The Dave Thomas Family Companies, LLC's The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 590 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,262 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan ranks #3,262 of 3,828 2023 filers by assets (215% of the sector average)-$9M for 590 participants.

#3,262
in Food Services & Accommodation (3,828 peers)
+6.6%
assets growth YoY

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,081,917 Top 43% higher than 57% 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

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing 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. The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (590 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $560K in the plan year 2023 filing.
  • The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan reported participants rose from 569 in the plan year 2022 filing to 590 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475504383 · The Dave Thomas Family Companies, LLC PY 2023 · 401(k)

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan · $9M · 590 · 57th

  • ASSETS $9M
  • ASSETS 590
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near El Clasificado 401(k) Plan
  • ASSETS ind #3262

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing PlanThe Dave Thomas Family Compa…$9MEl Clasificado 401(k) Plan$9MMitchell Nissan-Mazda 401(k) Savings & Retirement PlanMitchell Nissan-Mazda 401(k)…$9MChelo's 401(k) Plan$9MRisk Theory Management, LLC 401(k) PlanRisk Theory Management, LLC …$9M
End-of-year total assets ($M) among The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$560K
Employer EIN475504383
Plan Effective Date2003-05-06
Filing StatusFILING RECEIVED

Sponsor Plan History (The Dave Thomas Family Companies, LLC)

Sponsor-wide plan assets over time

All The Dave Thomas Family Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.692713363508027% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.52M $9.86M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 569 $9M
2023 1 590 $9M
2024 1 602 $10M

Nearby 401(k) Plans in Ohio

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

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.009081917 · Participants: 590The Dave Thomas Family Companies, LLC 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is El Clasificado 401(k) Plan in CA ($9M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (590 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (590 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 The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 6.6% during 2023, from $9M to $9M. Reported net income was $560K.
How have The Dave Thomas Family Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Dave Thomas Family Companies, LLC's sponsor-wide assets grew 15.7%, from $9M to $10M.
Which 401(k) plans are similar in size to The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is El Clasificado 401(k) Plan in CA ($9M, 163 participants).
Which 401(k) plans cover a similar participant headcount to The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intellia Tx, Inc. 401(k) Plan in MA (590 participants, $51M 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 475504383.

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.