401(k) · DOL Form 5500 · 2023

Defero, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
32nd
Percentile by assets National rank
$99,982
Avg per participant Below avg balance/head
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Official DOL plan name: Defero, LLC 401(k) Plan · Sponsored by Defero, LLC · Arizona · Professional & Technical Services

$2M in assets, 22 participants

Defero, LLC's Defero, LLC 401(k) Plan reported $2M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,625 in Professional & Technical Services (20,321 peers)

Defero, LLC multi-year trail

Defero, LLC's plans moved +16.8% in assets from 2023 to 2024; this filing shows Defero, LLC 401(k) Plan at $2M / 22 participants.

#5,625
in Professional & Technical Services (20,321 peers)
+24.0%
assets growth YoY

Defero, LLC 401(k) Plan among the smaller filed plans by assets

Defero, LLC 401(k) Plan vs every filed plan by assets

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

$2,199,612 32nd percentile higher than 32% 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

Defero, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defero, LLC 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 371525211 · Defero, LLC PY 2023 · 401(k)

Defero, LLC 401(k) Plan · $2M · 22 · 32nd

  • VS-ST $2M
  • BOY 22
  • SCH 32nd
  • EBSA 401(k)
  • PART near Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla
  • TYPE ind #5625

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 Arizona →

Defero, LLC 401(k) Plan in the asset neighbourhood

Defero, LLC 401(k) Plan$2MAdvo(K)Ate Advisors, LLC 401(k) Profit Sharing PlaAdvo(K)Ate Advisors, LLC 401…$2MDedham Country and Polo Club 401(k) PlanDedham Country and Polo Club…$2MScanfil, Inc. Retirement Plan$2ME & S Fogarty Enterprises, Inc. 401(k) Profit Sharing PlanE & S Fogarty Enterprises, I…$2M
End-of-year total assets ($M) among Defero, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Defero, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Defero, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.806373123987324% vs 2023
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 20232024 $2.2M $2.57M ▲ +16.8%
Year Plans Participants Total Assets
2023 1 22 $2M
2024 1 21 $3M

Defero, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$426K
Employer EIN371525211
Plan Effective Date2007-09-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Defero, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Defero, LLC 401(k) Plan, Total assets ($B): 0.002199612 · Participants: 22Defero, LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Defero, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Defero, LLC 401(k) Plan side-by-side with 3 peers →

Defero, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla in AL ($2M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Defero, LLC 401(k) Plan assets move in 2023? ▼
Defero, LLC 401(k) Plan grew sharply - up 24.0% during 2023, from $2M to $2M. Reported net income was $426K.
How have Defero, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Defero, LLC's sponsor-wide assets grew 16.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Defero, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla in AL ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Defero, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 371525211.

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.