401(k) · DOL Form 5500 · 2023
Dorfman Milano Company 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $93,469
- Avg per participant Below avg balance/head
Official DOL plan name: Dorfman Milano Company Voluntary Investment Plan · Sponsored by Dorfman Milano Company · California · Wholesale Trade
$18M in assets, 197 participants
Dorfman Milano Company's Dorfman Milano Company Voluntary Investment Plan reported $18M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #4,250 in Wholesale Trade (6,309 peers)
Coverage in California
Dorfman Milano Company Voluntary Investment Plan covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $18M.
- #4,250
- in Wholesale Trade (6,309 peers)
- +21.0%
- assets growth YoY
Dorfman Milano Company Voluntary Investment Plan's outsized position by total assets
Dorfman Milano Company Voluntary Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,413,413 Top 29% higher than 71% 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
Dorfman Milano Company Voluntary Investment 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. Dorfman Milano Company Voluntary Investment Plan sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dorfman Milano Company Voluntary Investment Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Dorfman Milano Company Voluntary Investment Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Dorfman Milano Company Voluntary Investment Plan reported participants rose from 170 in the plan year 2022 filing to 197 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 941233029 · Dorfman Milano Company PY 2023 · 401(k)
Dorfman Milano Company Voluntary Investment Plan · $18M · 197 · 71st
- EOY $18M
- EOY 197
- EOY 71st
- EOY 401(k)
- EOY near Brainpop 401(k) Plan
- EOY ind #4250
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 Wholesale Trade retirement plans → · Plans in California →
Dorfman Milano Company Voluntary Investment Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 941233029 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dorfman Milano Company)
Sponsor-wide plan assets over time
All Dorfman Milano Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 26.998131782931985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $15M |
| 2023 | 1 | 197 | $18M |
| 2024 | 1 | 201 | $19M |
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
Dorfman Milano Company Voluntary Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Brainpop 401(k) Plan in NY ($18M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Brainpop 401(k) Plan (NY) $18M · 216
- True Homes, LLC 401(k) Plan (NC) $18M · 439
- Kessler 401(k) Plan (FL) $18M · 1,444
- Scott Credit Union 401(k) Plan (IL) $18M · 342
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Rave 401(k) Plan (MA) 197 · 0 off
- Pubco Corporation and Subsidiaries 401(k) Plan (OH) 197 · 0 off
- Exeter Government Services, LLC 401(k) Retirement (MD) 197 · 0 off
- Acton Medical Associates, P.C. 401(k) Profit Sharing Plan (MA) 197 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.