401(k) · DOL Form 5500 · 2023

Delta Trak, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
109
Participants Small participant base
42nd
Percentile by assets National rank
$41,208
Avg per participant Low balance/head
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Official DOL plan name: Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Delta Trak, Inc. · California · Manufacturing

$4M in assets, 109 participants

Delta Trak, Inc.'s Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,778 in Manufacturing (18,722 peers)

Coverage in California

Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,778
in Manufacturing (18,722 peers)
+18.9%
assets growth YoY

Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,491,634 42nd percentile higher than 42% 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

Delta Trak, Inc. 401(k) Profit Sharing Plan and 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. Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$320K in the plan year 2022 filing to $713K in the plan year 2023 filing.
  • Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 111 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770234618 · Delta Trak, Inc. PY 2023 · 401(k)

Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 109 · 42nd

  • PCT $4M
  • PCT 109
  • PCT 42nd
  • PCT 401(k)
  • PCT near Azria Health 401(k) Plan
  • PCT ind #4778

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 Manufacturing retirement plans → · Plans in California →

Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Delta Trak, Inc. 401(k) Profit Sharing Plan and TrustDelta Trak, Inc. 401(k) Prof…$4MAzria Health 401(k) Plan$4MFirkins 401(k) Plan$4MProfessional Relations and Research Institute, Inc. 401(k) PlanProfessional Relations and R…$4M403(b) Thrift Plan for Greater St. Louis Area Council Boy Scouts of America403(b) Thrift Plan for Great…$4M
End-of-year total assets ($M) among Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$713K
Employer EIN770234618
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delta Trak, Inc.)

Sponsor-wide plan assets over time

All Delta Trak, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.93370169080182% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $9.94M $5.28M ▼ -46.9%
Year Plans Participants Total Assets
2022 3 318 $10M
2023 1 109 $4M
2024 1 119 $5M

Nearby 401(k) Plans in California

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

Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004491634 · Participants: 109Delta Trak, Inc. 401(k) Profit Sharing Plan and 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
Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Azria Health 401(k) Plan in NE ($4M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 18.9% during 2023, from $4M to $4M. Reported net income was $713K.
How have Delta Trak, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Trak, Inc.'s sponsor-wide assets declined 46.9%, from $10M to $5M.
Which 401(k) plans are similar in size to Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Azria Health 401(k) Plan in NE ($4M, 1,838 participants).
Which 401(k) plans cover a similar participant headcount to Delta Trak, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 770234618.

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.