401(k) · DOL Form 5500 · 2023

Data Analysis, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
662
Participants Below avg headcount
89th
Percentile by assets National rank
$113,760
Avg per participant Below avg balance/head
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Official DOL plan name: Data Analysis, Inc. Investment Plan and Trust · Sponsored by Data Analysis, Inc. · California · Management of Enterprises

$75M in assets, 662 participants

Data Analysis, Inc.'s Data Analysis, Inc. Investment Plan and Trust reported $75M in total assets and 662 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #832 in Management of Enterprises (1,137 peers)

Where Data Analysis, Inc. Investment Plan and Trust sits by assets

Data Analysis, Inc. Investment Plan and Trust sits in the top quartile of all filed plans by assets, $75M for 662 participants (~$113,760/participant), up 18.8% in 2023.

#832
in Management of Enterprises (1,137 peers)
+18.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Data Analysis, Inc. Investment Plan and Trust's outsized position by total assets

Data Analysis, Inc. Investment Plan and Trust vs every filed plan by assets

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

$75,308,800 Top 11% higher than 89% 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

Data Analysis, Inc. Investment Plan and Trust 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. Data Analysis, Inc. Investment Plan and Trust sits mid-pack in the medium band (662 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Data Analysis, Inc. Investment Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Data Analysis, Inc. Investment Plan and Trust end-of-year assets rose from $63M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Data Analysis, Inc. Investment Plan and Trust reported participants rose from 597 in the plan year 2022 filing to 662 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953936696 · Data Analysis, Inc. PY 2023 · 401(k)

Data Analysis, Inc. Investment Plan and Trust · $75M · 662 · 89th

  • BOY $75M
  • SCH 662
  • EBSA 89th
  • PART 401(k)
  • TYPE near Urban One, Inc. Employee Retirement Plan
  • NET ind #832

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 Management of Enterprises retirement plans → · Plans in California →

Data Analysis, Inc. Investment Plan and Trust in the asset neighbourhood

Lowenstein Sandler 401(k) PlanLowenstein Sandler 401(k) Pl…$75MHeidtman Steel Retirement Savings 401(k) PlanHeidtman Steel Retirement Sa…$75MData Analysis, Inc. Investment Plan and TrustData Analysis, Inc. Investme…$75MUrban One, Inc. Employee Retirement PlanUrban One, Inc. Employee Ret…$75MArotech 401(k) Plan$75M
End-of-year total assets ($M) among Data Analysis, Inc. Investment Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$75M
Net Income$12M
Employer EIN953936696
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Data Analysis, Inc.)

Sponsor-wide plan assets over time

All Data Analysis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 41.651469164920016% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.4M $89.8M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 597 $63M
2023 1 662 $75M
2024 1 756 $90M

Nearby 401(k) Plans in California

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

Data Analysis, Inc. Investment Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Data Analysis, Inc. Investment Plan and Trust, Total assets ($B): 0.0753088 · Participants: 662Data Analysis, Inc. Investment Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Data Analysis, Inc. Investment Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Data Analysis, Inc. Investment Plan and Trust side-by-side with 3 peers →

Data Analysis, Inc. Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Urban One, Inc. Employee Retirement Plan in MD ($75M); by covered participants it is Rosen USA 401(k) Plan in TX (662 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (662 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 Data Analysis, Inc. Investment Plan and Trust assets move in 2023? ▼
Data Analysis, Inc. Investment Plan and Trust grew sharply - up 18.8% during 2023, from $63M to $75M. Reported net income was $12M.
How have Data Analysis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Data Analysis, Inc.'s sponsor-wide assets grew 41.7%, from $63M to $90M.
Where does Data Analysis, Inc. Investment Plan and Trust rank by assets among Form 5500 filers? ▼
Data Analysis, Inc. Investment Plan and Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Data Analysis, Inc. Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Urban One, Inc. Employee Retirement Plan in MD ($75M, 1,186 participants).
Which 401(k) plans cover a similar participant headcount to Data Analysis, Inc. Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rosen USA 401(k) Plan in TX (662 participants, $42M 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 953936696.

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.