401(k) · DOL Form 5500 · 2023

Donnelly-Boland and Associates 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
418
Participants Below avg headcount
84th
Percentile by assets National rank
$100,339
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Donnelly-Boland and Associates 401(k) Savings Plan · Sponsored by Donnelly-Boland and Associates · Pennsylvania · Professional & Technical Services

$42M in assets, 418 participants

Donnelly-Boland and Associates's Donnelly-Boland and Associates 401(k) Savings Plan reported $42M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,172 in Professional & Technical Services (20,321 peers)

Where Donnelly-Boland and Associates 401(k) Savings Plan sits by assets

Donnelly-Boland and Associates 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $42M for 418 participants (~$100,339/participant), up 24.2% in 2023.

#17,172
in Professional & Technical Services (20,321 peers)
+24.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Donnelly-Boland and Associates 401(k) Savings Plan's outsized position by total assets

Donnelly-Boland and Associates 401(k) Savings Plan vs every filed plan by assets

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

$41,941,682 Top 16% higher than 84% 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

Donnelly-Boland and Associates 401(k) Savings 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. Donnelly-Boland and Associates 401(k) Savings Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donnelly-Boland and Associates 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Donnelly-Boland and Associates 401(k) Savings Plan reported participants rose from 330 in the plan year 2022 filing to 418 in the plan year 2023 filing.
  • Donnelly-Boland and Associates 401(k) Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251685793 · Donnelly-Boland and Associates PY 2023 · 401(k)

Donnelly-Boland and Associates 401(k) Savings Plan · $42M · 418 · 84th

  • RANK $42M
  • RANK 418
  • RANK 84th
  • RANK 401(k)
  • RANK near Solutionpoint 401(k) Plan
  • RANK ind #17172

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 Pennsylvania →

Donnelly-Boland and Associates 401(k) Savings Plan in the asset neighbourhood

Fairbanks Scales Inc. Savings PlanFairbanks Scales Inc. Saving…$42MGaran Lucow Miller, P.C. Profit Sharing Plan & TrustGaran Lucow Miller, P.C. Pro…$42MDonnelly-Boland and Associates 401(k) Savings PlanDonnelly-Boland and Associat…$42MSolutionpoint 401(k) Plan$42MHdi Global Insurance Company 401(k) PlanHdi Global Insurance Company…$42M
End-of-year total assets ($M) among Donnelly-Boland and Associates 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN251685793
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donnelly-Boland and Associates)

Sponsor-wide plan assets over time

All Donnelly-Boland and Associates plans reported in each filing year

Latest sponsor-wide plan assets
$48M 43.23605079719313% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.8M $48.4M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 330 $34M
2023 1 418 $42M
2024 1 416 $48M

Nearby 401(k) Plans in Pennsylvania

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

Donnelly-Boland and Associates 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Donnelly-Boland and Associates 401(k) Savings Plan, Total assets ($B): 0.041941682 · Participants: 418Donnelly-Boland and Associates 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Donnelly-Boland and Associates 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Donnelly-Boland and Associates 401(k) Savings Plan side-by-side with 3 peers →

Donnelly-Boland and Associates 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Solutionpoint 401(k) Plan in NY ($42M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Donnelly-Boland and Associates 401(k) Savings Plan assets move in 2023? ▼
Donnelly-Boland and Associates 401(k) Savings Plan grew sharply - up 24.2% during 2023, from $34M to $42M. Reported net income was $8M.
How have Donnelly-Boland and Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelly-Boland and Associates's sponsor-wide assets grew 43.2%, from $34M to $48M.
Where does Donnelly-Boland and Associates 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Donnelly-Boland and Associates 401(k) Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Donnelly-Boland and Associates 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solutionpoint 401(k) Plan in NY ($42M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Donnelly-Boland and Associates 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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 251685793.

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.