401(k) · DOL Form 5500 · 2023

Heaton Dainard, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
37
Participants Small participant base
28th
Percentile by assets National rank
$41,799
Avg per participant Low balance/head
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Official DOL plan name: Heaton Dainard, LLC 401(k) Profit Sharing Plan · Sponsored by Heaton Dainard, LLC · Washington · Real Estate

$2M in assets, 37 participants

Heaton Dainard, LLC's Heaton Dainard, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,205 in Real Estate (4,727 peers)

2023 asset change

Heaton Dainard, LLC 401(k) Profit Sharing Plan pulled back noticeably 12.9% in 2023 ($2M → $2M) for 37 participants.

#2,205
in Real Estate (4,727 peers)
-12.9%
assets change YoY

The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heaton Dainard, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Heaton Dainard, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,546,565 28th percentile higher than 28% 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

Heaton Dainard, LLC 401(k) Profit Sharing 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. Heaton Dainard, LLC 401(k) Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heaton Dainard, LLC 401(k) Profit Sharing Plan reported participants rose from 27 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • Heaton Dainard, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heaton Dainard, LLC 401(k) Profit Sharing Plan reported net income fell from -$205K in the plan year 2022 filing to -$230K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273432547 · Heaton Dainard, LLC PY 2023 · 401(k)

Heaton Dainard, LLC 401(k) Profit Sharing Plan · $2M · 37 · 28th

  • NET $2M
  • BOOK 37
  • VS-ST 28th
  • BOY 401(k)
  • SCH near Anhui Yingliu USA, Inc. 401(k) Plan
  • EBSA ind #2205

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 Real Estate retirement plans → · Plans in Washington →

Heaton Dainard, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Heaton Dainard, LLC 401(k) Profit Sharing PlanHeaton Dainard, LLC 401(k) P…$2MAnhui Yingliu USA, Inc. 401(k) PlanAnhui Yingliu USA, Inc. 401(…$2MDr. a Alamah 401(k) Profit Sharing PlanDr. a Alamah 401(k) Profit S…$2MAsian Human Services D.B.a Trellus 401(k) PlanAsian Human Services D.B.a T…$2MO'mara Financial 401(k) Profit Sharing PlanO'mara Financial 401(k) Prof…$2M
End-of-year total assets ($M) among Heaton Dainard, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heaton Dainard, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Heaton Dainard, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.2419106230669543% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.78M $1.82M ▲ +2.2%
Year Plans Participants Total Assets
2022 1 27 $2M
2023 1 37 $2M
2024 1 47 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$230K
Employer EIN273432547
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Heaton Dainard, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Heaton Dainard, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001546565 · Participants: 37Heaton Dainard, LLC 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Heaton Dainard, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Heaton Dainard, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heaton Dainard, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Anhui Yingliu USA, Inc. 401(k) Plan in IL ($2M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Heaton Dainard, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Heaton Dainard, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 12.9% during 2023, from $2M to $2M. Reported net income was -$230K.
How have Heaton Dainard, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heaton Dainard, LLC's sponsor-wide assets grew 2.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Heaton Dainard, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anhui Yingliu USA, Inc. 401(k) Plan in IL ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Heaton Dainard, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M 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 273432547.

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.