401(k) · DOL Form 5500 · 2023
Dynamic Lifecycle Innovations Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 301
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $38,605
- Avg per participant Low balance/head
Official DOL plan name: Dynamic 401(k) Plan · Sponsored by Dynamic Lifecycle Innovations Inc. · Wisconsin · Professional & Technical Services
$12M in assets, 301 participants
Dynamic Lifecycle Innovations Inc.'s Dynamic 401(k) Plan reported $12M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,350 in Professional & Technical Services (20,321 peers)
Dynamic Lifecycle Innovations Inc. multi-year trail
Dynamic Lifecycle Innovations Inc.'s plans moved +83.7% in assets from 2022 to 2024; this filing shows Dynamic 401(k) Plan at $12M / 301 participants.
- #12,350
- in Professional & Technical Services (20,321 peers)
- +35.1%
- assets growth YoY
Dynamic 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Dynamic 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,620,195 Top 38% higher than 62% 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
Dynamic 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. Dynamic 401(k) Plan sits mid-pack in the medium band (301 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dynamic 401(k) Plan reported net income rose from $106K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Dynamic 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421716171 · Dynamic Lifecycle Innovations Inc. PY 2023 · 401(k)
Dynamic 401(k) Plan · $12M · 301 · 62nd
- IND $12M
- IND 301
- IND 62nd
- IND 401(k)
- IND near Emergence Health Holdings Retirement Plan
- IND ind #12350
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 Wisconsin →
Dynamic 401(k) Plan in the asset neighbourhood
Dynamic Lifecycle Innovations Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dynamic Lifecycle Innovations Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 83.74115261597888% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $9M |
| 2023 | 1 | 301 | $12M |
| 2024 | 1 | 318 | $16M |
Dynamic Lifecycle Innovations Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 421716171 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Dynamic 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Emergence Health Holdings Retirement Plan in NH ($12M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Emergence Health Holdings Retirement Plan (NH) $12M · 616
- National Auto Care 401(k) Plan (OH) $12M · 240
- Sun East Federal Credit Union 401(k) Plan and Trust (PA) $12M · 150
- Kleen-Rite Corporation 401(k) Plan (PA) $12M · 151
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Greenfield Senior Living 401(k) Plan (VA) 301 · 0 off
- Glatfelter 401(k) Savings Plan (NC) 301 · 0 off
- Phoenix Closures West 401(k) Plan (IL) 301 · 0 off
- Turn Community Services 401(k) Plan (UT) 301 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.