401(k) · DOL Form 5500 · 2023
Dna Twopointo, Inc., 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $156,945
- Avg per participant Above avg balance/head
Official DOL plan name: Dna Twopointo, Inc., Dba Atum Retirement Trust · Sponsored by Dna Twopointo, Inc., · California · Professional & Technical Services
$24M in assets, 155 participants
Dna Twopointo, Inc.,'s Dna Twopointo, Inc., Dba Atum Retirement Trust reported $24M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #15,510 in Professional & Technical Services (20,321 peers)
Coverage in California
Dna Twopointo, Inc., Dba Atum Retirement Trust covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $24M.
- #15,510
- in Professional & Technical Services (20,321 peers)
- +32.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Dna Twopointo, Inc., Dba Atum Retirement Trust's outsized position by total assets
Dna Twopointo, Inc., Dba Atum Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,326,525 Top 24% higher than 76% 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
Dna Twopointo, Inc., Dba Atum Retirement 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. Dna Twopointo, Inc., Dba Atum Retirement Trust sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dna Twopointo, Inc., Dba Atum Retirement Trust reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Dna Twopointo, Inc., Dba Atum Retirement Trust end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Dna Twopointo, Inc., Dba Atum Retirement Trust reported participants rose from 141 in the plan year 2022 filing to 155 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 743076460 · Dna Twopointo, Inc., PY 2023 · 401(k)
Dna Twopointo, Inc., Dba Atum Retirement Trust · $24M · 155 · 76th
- EIN $24M
- RANK 155
- PHOTO 76th
- IND 401(k)
- EOY near Alco Manufacturing Corporation LLC 401(k) Plan
- 5500 ind #15510
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 California →
Dna Twopointo, Inc., Dba Atum Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $6M |
| Employer EIN | 743076460 |
| Plan Effective Date | 2004-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dna Twopointo, Inc.,)
Sponsor-wide plan assets over time
All Dna Twopointo, Inc., plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 60.91727827442585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $18M |
| 2023 | 1 | 155 | $24M |
| 2024 | 1 | 151 | $30M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Dna Twopointo, Inc., Dba Atum Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Alco Manufacturing Corporation LLC 401(k) Plan in OH ($24M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Alco Manufacturing Corporation LLC 401(k) Plan (OH) $24M · 537
- Northland Investment Corporation 401(k) Plan (MA) $24M · 629
- Citi 401(k) Plan (VA) $24M · 110
- The Tombras Group Profit Sharing/Tax Deferred Saving Plan (TN) $24M · 452
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Fraser Business Equipment Salary Deferral Plan (PA) 155 · 0 off
- Pacific Bath Company 401(k) Plan (OR) 155 · 0 off
- New Mexican/Taos News 401(k) Plan (NM) 155 · 0 off
- Whitmore Worsley, Inc. 401(k) Profit Sharing Plan (NY) 155 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.