401(k) · DOL Form 5500 · 2023

Dj&a, P.C. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
112
Participants Small participant base
62nd
Percentile by assets National rank
$106,525
Avg per participant Below avg balance/head
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Official DOL plan name: Dj&a, P.C., Profit Sharing Plan · Sponsored by Dj&a, P.C. · Montana · Professional & Technical Services

$12M in assets, 112 participants

Dj&a, P.C.'s Dj&a, P.C., Profit Sharing Plan reported $12M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,496 in Professional & Technical Services (20,321 peers)

Coverage in Montana

Dj&a, P.C., Profit Sharing Plan covers 112 participants in Montana, about 41% of the average Montana filer (state average ~271 per filing). Assets: $12M.

#12,496
in Professional & Technical Services (20,321 peers)
+19.2%
assets growth YoY

Dj&a, P.C., Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dj&a, P.C., Profit Sharing Plan vs every filed plan by assets

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

$11,930,764 Top 38% higher than 62% 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

Dj&a, P.C., 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. Dj&a, P.C., Profit Sharing Plan sits mid-pack in the medium band (112 participants).

EBSA filing schedule strip

Filing strip 810524186 · Dj&a, P.C. PY 2023 · 401(k)

Dj&a, P.C., Profit Sharing Plan · $12M · 112 · 62nd

  • EIN $12M
  • RANK 112
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Association of Economic Collaboration and Growth Multiple Employer Retirement Plan
  • 5500 ind #12496

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 Montana →

Dj&a, P.C., Profit Sharing Plan in the asset neighbourhood

Dj&a, P.C., Profit Sharing PlanDj&a, P.C., Profit Sharing P…$12MAssociation of Economic Collaboration and Growth Multiple Employer Retirement PlanAssociation of Economic Coll…$12MPease Bell Cpas, LLC 401(k) Profit Sharing PlanPease Bell Cpas, LLC 401(k) …$12MMoebius Solutions, Inc. 401(k) PlanMoebius Solutions, Inc. 401(…$12MUnited Language Group 401(k) PlanUnited Language Group 401(k)…$12M
End-of-year total assets ($M) among Dj&a, P.C., Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN810524186
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dj&a, P.C.)

Sponsor-wide plan assets over time

All Dj&a, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 24.510542660972927% vs 2023
2024 filing year
$11M$12M$13M$14M$15M$16M 20232024 $11.9M $14.9M ▲ +24.6%
Year Plans Participants Total Assets
2023 1 112 $12M
2024 1 125 $15M

Nearby 401(k) Plans in Montana

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

Dj&a, P.C., Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Dj&a, P.C., Profit Sharing Plan, Total assets ($M): 11.930764 · Participants: 112Dj&a, P.C., Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Dj&a, P.C., Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Dj&a, P.C., Profit Sharing Plan side-by-side with 3 peers →

Dj&a, P.C., Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Association of Economic Collaboration and Growth Multiple Employer Retirement Plan in CA ($12M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Dj&a, P.C., Profit Sharing Plan assets move in 2023? ▼
Dj&a, P.C., Profit Sharing Plan grew sharply - up 19.2% during 2023, from $10M to $12M. Reported net income was $2M.
How have Dj&a, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Dj&a, P.C.'s sponsor-wide assets grew 24.5%, from $12M to $15M.
Which 401(k) plans are similar in size to Dj&a, P.C., Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Association of Economic Collaboration and Growth Multiple Employer Retirement Plan in CA ($12M, 2,126 participants).
Which 401(k) plans cover a similar participant headcount to Dj&a, P.C., Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A 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 810524186.

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.