401(k) · DOL Form 5500 · 2023

Dwolla, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 140
Participants Small participant base: 51st
Percentile by assets National rank: $50,075
Avg per participant Low balance/head

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Official DOL plan name: Dwolla, Inc. 401(k) Plan · Sponsored by Dwolla, Inc. · Iowa · Professional & Technical Services

$7M in assets, 140 participants

Dwolla, Inc.'s Dwolla, Inc. 401(k) Plan reported $7M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#10,049 in Professional & Technical Services (20,321 peers)

Coverage in Iowa

Dwolla, Inc. 401(k) Plan covers 140 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $7M.

#10,049
in Professional & Technical Services (20,321 peers): +14.2%
assets growth YoY

Dwolla, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dwolla, Inc. 401(k) Plan vs every filed plan by assets

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

$7,010,514 Top 49% higher than 51% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Dwolla, Inc. 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. Dwolla, Inc. 401(k) Plan sits mid-pack in the medium band (140 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Dwolla, Inc. 401(k) Plan reported net income rose from $183K in the plan year 2022 filing to $874K in the plan year 2023 filing.
Dwolla, Inc. 401(k) Plan reported participants rose from 111 in the plan year 2022 filing to 140 in the plan year 2023 filing.
Dwolla, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454405671 · Dwolla, Inc. PY 2023 · 401(k)

Dwolla, Inc. 401(k) Plan · $7M · 140 · 51st

PART $7M
TYPE 140
NET 51st
BOOK 401(k)
VS-ST near Antwerpen Automotive Group 401(k) Plan
BOY ind #10049

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 Iowa →

End-of-year total assets ($M) among Dwolla, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$874K
Employer EIN	454405671
Plan Effective Date	2014-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Dwolla, Inc.)

Latest sponsor-wide plan assets: $8M 28.81422299510875% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	111	$6M
2023	1	140	$7M
2024	1	62	$8M

Nearby 401(k) Plans in Iowa

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

Dwolla, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Dwolla, Inc. 401(k) Plan side-by-side with 3 peers →

Dwolla, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Antwerpen Automotive Group 401(k) Plan in MD ($7M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Antwerpen Automotive Group 401(k) Plan (MD) $7M · 476
Hope Media Group 403(b) Retirement Plan (TX) $7M · 180
Bunnell-Lammons Engineering 401(k) Plan (SC) $7M · 121
Ctc Enterprise Ventures Corporation Defined Contribution Retirement Plan (PA) $7M · 58

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

Pds 401(k) Plan for Corporate Staff Employees (TX) 140 · 0 off
Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan (HI) 140 · 0 off
Oklahoma's Credit Union 401(k) Plan and Trust (OK) 140 · 0 off
October Three Management Services, Inc. Retirement Trust (IL) 140 · 0 off

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 Dwolla, Inc. 401(k) Plan assets move in 2023? ▼

Dwolla, Inc. 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $6M to $7M. Reported net income was $874K.

How have Dwolla, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dwolla, Inc.'s sponsor-wide assets grew 28.8%, from $6M to $8M.

Which 401(k) plans are similar in size to Dwolla, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Antwerpen Automotive Group 401(k) Plan in MD ($7M, 476 participants).

Which 401(k) plans cover a similar participant headcount to Dwolla, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 454405671.