401(k) · DOL Form 5500 · 2023

Dph Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$520K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$260,052
Avg per participant Above avg balance/head
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Official DOL plan name: Dph Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Dph Investments, Inc. · North Carolina · Finance & Insurance

$520K in assets, 2 participants

Dph Investments, Inc.'s Dph Investments, Inc. 401(k) Profit Sharing Plan reported $520K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #991 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Dph Investments, Inc. 401(k) Profit Sharing Plan holds $520K for 2 participants - about $260,052 per participant, among the smaller plans by assets on file.

#991
in Finance & Insurance (8,869 peers)
-6.1%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dph Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Dph Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$520,104 18th percentile higher than 18% 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

Dph Investments, Inc. 401(k) Profit Sharing 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. Dph Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dph Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $21K in the plan year 2022 filing to -$34K in the plan year 2023 filing.
  • Dph Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $554K in the plan year 2022 filing to $520K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 274067699 · Dph Investments, Inc. PY 2023 · 401(k)

Dph Investments, Inc. 401(k) Profit Sharing Plan · $520K · 2 · 18th

  • IND $520K
  • EOY 2
  • 5500 18th
  • ASSETS 401(k)
  • PCT near Vasquez Business Investments, Inc. 401(k) Plan
  • EIN ind #991

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Dph Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Dph Investments, Inc. 401(k) Profit Sharing PlanDph Investments, Inc. 401(k)…$520KVasquez Business Investments, Inc. 401(k) PlanVasquez Business Investments…$520KMichael a. Kail, Dds, PC 401(k) Profit Sharing PlanMichael a. Kail, Dds, PC 401…$520KNathan a. Skinner, PLC Retirement PlanNathan a. Skinner, PLC Retir…$520KHumble Homes, Inc. 401(k) PlanHumble Homes, Inc. 401(k) Pl…$520K
End-of-year total assets ($M) among Dph Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$554K
Net Assets (End of Year)$520K
Net Income-$34K
Employer EIN274067699
Plan Effective Date2010-11-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Dph Investments, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$558K 0.7038286254938356% vs 2022
2024 filing year
$0.5M$0.52M$0.54M$0.56M$0.58M 202220232024 $0.55M $0.56M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 2 $554K
2023 1 2 $520K
2024 1 2 $558K

Nearby 401(k) Plans in North Carolina

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

Dph Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Dph Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000520104 · Participants: 2Dph Investments, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Dph Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Dph Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Dph Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Vasquez Business Investments, Inc. 401(k) Plan in TX ($520K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Dph Investments, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Dph Investments, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 6.1% during 2023, from $554K to $520K. Reported net income was -$34K.
How have Dph Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dph Investments, Inc.'s sponsor-wide assets grew 0.7%, from $554K to $558K.
Where does Dph Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dph Investments, Inc. 401(k) Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dph Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vasquez Business Investments, Inc. 401(k) Plan in TX ($520K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Dph Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 274067699.

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.