401(k) · DOL Form 5500 · 2023

Dion & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 243
Participants Below avg headcount: 51st
Percentile by assets National rank: $28,520
Avg per participant Low balance/head

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Official DOL plan name: Dion & Sons, Inc. 401(k) Plan · Sponsored by Dion & Sons, Inc. · California · Wholesale Trade

$7M in assets, 243 participants

Dion & Sons, Inc.'s Dion & Sons, Inc. 401(k) Plan reported $7M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#2,565 in Wholesale Trade (6,309 peers)

Coverage in California

Dion & Sons, Inc. 401(k) Plan covers 243 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $7M.

#2,565
in Wholesale Trade (6,309 peers): +31.9%
assets growth YoY

Dion & Sons, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Dion & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$6,930,390 Top 49% higher than 51% 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

Dion & Sons, Inc. 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. Dion & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (243 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Dion & Sons, Inc. 401(k) Plan reported net income rose from $223K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Dion & Sons, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Dion & Sons, Inc. 401(k) Plan reported participants rose from 239 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952378358 · Dion & Sons, Inc. PY 2023 · 401(k)

Dion & Sons, Inc. 401(k) Plan · $7M · 243 · 51st

PHOTO $7M
IND 243
EOY 51st
5500 401(k)
ASSETS near Cleveland Hardware & Forging Co. Profit Sharing
PCT ind #2565

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 →

End-of-year total assets ($M) among Dion & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	952378358
Plan Effective Date	1999-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Dion & Sons, Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	239	$5M
2023	1	243	$7M
2024	1	300	N/A

Nearby 401(k) Plans in California

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

Dion & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Dion & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

Dion & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cleveland Hardware & Forging Co. Profit Sharing in WI ($7M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Cleveland Hardware & Forging Co. Profit Sharing (WI) $7M · N/A
National Indoor Rv Centers 401(k) Plan (TX) $7M · 389
Godwin Plumbing, Inc. Employee 401(k) Profit Sharing Plan (MI) $7M · 156
Vander Vegt and Associates Retirement Plan (CO) $7M · 34

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

Ebq Retirement Plan (TX) 243 · 0 off
The Architect 401(k) Plan the Printer, Inc. (IA) 243 · 0 off
Ojo Labs 401(k) Plan (TX) 243 · 0 off
Surfstyle 401(k) (FL) 243 · 0 off

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 Dion & Sons, Inc. 401(k) Plan assets move in 2023? ▼

Dion & Sons, Inc. 401(k) Plan surged - up 31.9% during 2023, from $5M to $7M. Reported net income was $2M.

Which 401(k) plans are similar in size to Dion & Sons, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cleveland Hardware & Forging Co. Profit Sharing in WI ($7M, N/A participants).

Which 401(k) plans cover a similar participant headcount to Dion & Sons, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 952378358.