401(k) · DOL Form 5500 · 2023

Dma Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
127
Participants Small participant base
35th
Percentile by assets National rank
$23,168
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dma Holdings 401(k) Plan · Sponsored by Dma Holdings, Inc. · North Carolina · Wholesale Trade

$3M in assets, 127 participants

Dma Holdings, Inc.'s Dma Holdings 401(k) Plan reported $3M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,541 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Dma Holdings 401(k) Plan covers 127 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#1,541
in Wholesale Trade (6,309 peers)
+37.5%
assets growth YoY

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

Dma Holdings 401(k) Plan vs every filed plan by assets

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

$2,942,274 35th percentile higher than 35% 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

Dma Holdings 401(k) 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. Dma Holdings 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dma Holdings 401(k) Plan reported net income rose from $20K in the plan year 2022 filing to $803K in the plan year 2023 filing.
  • Dma Holdings 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Dma Holdings 401(k) Plan reported participants rose from 95 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261547833 · Dma Holdings, Inc. PY 2023 · 401(k)

Dma Holdings 401(k) Plan · $3M · 127 · 35th

  • EBSA $3M
  • PART 127
  • TYPE 35th
  • NET 401(k)
  • BOOK near Don Baker Inc. Retirement Plan
  • VS-ST ind #1541

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 North Carolina →

Dma Holdings 401(k) Plan in the asset neighbourhood

Dma Holdings 401(k) Plan$3MDon Baker Inc. Retirement PlanDon Baker Inc. Retirement Pl…$3MJantzer & Sons Logging, Inc. 401(k) Profit Sharing Plan TrustJantzer & Sons Logging, Inc.…$3MJuvenile Assessment Center 401(k) Profit Sharing Plan & TrustJuvenile Assessment Center 4…$3MAutoworld/Victory 401(k) Plan$3M
End-of-year total assets ($M) among Dma Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$803K
Employer EIN261547833
Plan Effective Date2016-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Dma Holdings, Inc.)

Sponsor-wide plan assets over time

All Dma Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 68.64481378583653% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.14M $3.61M ▲ +68.7%
Year Plans Participants Total Assets
2022 1 95 $2M
2023 1 127 $3M
2024 1 135 $4M

Nearby 401(k) Plans in North Carolina

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

Dma Holdings 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Dma Holdings 401(k) Plan, Total assets ($B): 0.002942274 · Participants: 127Dma Holdings 401(k) 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
Dma Holdings 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Outside North Carolina, the nearest 401(k) by assets is Don Baker Inc. Retirement Plan in PA ($3M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Dma Holdings 401(k) Plan assets move in 2023?
Dma Holdings 401(k) Plan surged - up 37.5% during 2023, from $2M to $3M. Reported net income was $803K.
How have Dma Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dma Holdings, Inc.'s sponsor-wide assets grew 68.6%, from $2M to $4M.
Which 401(k) plans are similar in size to Dma Holdings 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Don Baker Inc. Retirement Plan in PA ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Dma Holdings 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A in assets).