401(k) · DOL Form 5500 · 2023

Documation, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
147
Participants Small participant base
59th
Percentile by assets National rank
$67,758
Avg per participant Below avg balance/head
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Official DOL plan name: Documation 401(k) Retirement Plan · Sponsored by Documation, Inc. · Texas · Wholesale Trade

$10M in assets, 147 participants

Documation, Inc.'s Documation 401(k) Retirement Plan reported $10M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,177 in Wholesale Trade (6,309 peers)

Coverage in Texas

Documation 401(k) Retirement Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#3,177
in Wholesale Trade (6,309 peers)
+31.9%
assets growth YoY

Documation 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Documation 401(k) Retirement Plan vs every filed plan by assets

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

$9,960,497 Top 41% higher than 59% 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

Documation 401(k) Retirement 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. Documation 401(k) Retirement Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Documation 401(k) Retirement Plan reported net income rose from -$390K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Documation 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Documation 401(k) Retirement Plan reported participants rose from 134 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742569756 · Documation, Inc. PY 2023 · 401(k)

Documation 401(k) Retirement Plan · $10M · 147 · 59th

  • TYPE $10M
  • TYPE 147
  • TYPE 59th
  • TYPE 401(k)
  • TYPE near Lark Technologies Inc. 401(k)
  • TYPE ind #3177

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 Texas →

Documation 401(k) Retirement Plan in the asset neighbourhood

Documation 401(k) Retirement PlanDocumation 401(k) Retirement…$10MLark Technologies Inc. 401(k)$10MNjoy 401(k) Plan$10MConsolidated Machine & Tool Holdings LLC 401(k) PlanConsolidated Machine & Tool …$10MPohanka Auto Center, Inc. 401(k) PlanPohanka Auto Center, Inc. 40…$10M
End-of-year total assets ($M) among Documation 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN742569756
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Documation, Inc.)

Sponsor-wide plan assets over time

All Documation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 50.5170784804327% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.55M $11.4M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 134 $8M
2023 1 147 $10M
2024 1 183 $11M

Nearby 401(k) Plans in Texas

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

Documation 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Documation 401(k) Retirement Plan, Total assets ($B): 0.009960497 · Participants: 147Documation 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Documation 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Documation 401(k) Retirement Plan side-by-side with 3 peers →

Documation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lark Technologies Inc. 401(k) in CA ($10M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

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 Documation 401(k) Retirement Plan assets move in 2023? ▼
Documation 401(k) Retirement Plan surged - up 31.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Documation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Documation, Inc.'s sponsor-wide assets grew 50.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Documation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lark Technologies Inc. 401(k) in CA ($10M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Documation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 742569756.

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.