401(k) · DOL Form 5500 · 2023

Direct Relief 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
124
Participants Small participant base
72nd
Percentile by assets National rank
$151,770
Avg per participant Above avg balance/head
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Official DOL plan name: Direct Relief 401(k) Profit Sharing Plan & Trust · Sponsored by Direct Relief · California · Healthcare & Social Assistance

$19M in assets, 124 participants

Direct Relief's Direct Relief 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,452 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Direct Relief 401(k) Profit Sharing Plan & Trust covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $19M.

#13,452
in Healthcare & Social Assistance (17,684 peers)
+35.5%
assets growth YoY

Direct Relief 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Direct Relief 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$18,819,462 Top 28% higher than 72% 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

Direct Relief 401(k) Profit Sharing Plan & 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. Direct Relief 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Direct Relief 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Direct Relief 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Direct Relief 401(k) Profit Sharing Plan & Trust reported participants rose from 114 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951831116 · Direct Relief PY 2023 · 401(k)

Direct Relief 401(k) Profit Sharing Plan & Trust · $19M · 124 · 72nd

  • VS-ST $19M
  • BOY 124
  • SCH 72nd
  • EBSA 401(k)
  • PART near Keyfactor, Inc. 401(k) Plan
  • TYPE ind #13452

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Direct Relief 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Direct Relief 401(k) Profit Sharing Plan & TrustDirect Relief 401(k) Profit …$19MKeyfactor, Inc. 401(k) Plan$19MIma Group Management Company 401(k) Profit Sharing Plan & TrustIma Group Management Company…$19MAmerican Engineering & Development Corporation 401(k) Profit Sharing PlanAmerican Engineering & Devel…$19MAlpha Omega Integration, LLC 401(k) Retirement TrustAlpha Omega Integration, LLC…$19M
End-of-year total assets ($M) among Direct Relief 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN951831116
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Direct Relief)

Sponsor-wide plan assets over time

All Direct Relief plans reported in each filing year

Latest sponsor-wide plan assets
$22M 61.5397607089697% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.4M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 114 $14M
2023 1 124 $19M
2024 1 130 $22M

Nearby 401(k) Plans in California

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

Direct Relief 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Direct Relief 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.018819462 · Participants: 124Direct Relief 401(k) Profit Sharing Plan & 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
Direct Relief 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Direct Relief 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Direct Relief 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Keyfactor, Inc. 401(k) Plan in OH ($19M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Direct Relief 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Direct Relief 401(k) Profit Sharing Plan & Trust surged - up 35.5% during 2023, from $14M to $19M. Reported net income was $5M.
How have Direct Relief plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Direct Relief's sponsor-wide assets grew 61.5%, from $14M to $22M.
Which 401(k) plans are similar in size to Direct Relief 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Keyfactor, Inc. 401(k) Plan in OH ($19M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Direct Relief 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 951831116.

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.