401(k) · DOL Form 5500 · 2023

Diversified Trust Company, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
100
Participants Small participant base
83rd
Percentile by assets National rank
$389,672
Avg per participant High balance/head
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Official DOL plan name: Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Diversified Trust Company, Inc. · Tennessee · Finance & Insurance

$39M in assets, 100 participants

Diversified Trust Company, Inc.'s Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust reported $39M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,526 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust covers 100 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $39M.

#6,526
in Finance & Insurance (8,869 peers)
+21.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Diversified Trust Company, 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

$38,967,196 Top 17% higher than 83% 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

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (100 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 621554452 · Diversified Trust Company, Inc. PY 2023 · 401(k)

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust · $39M · 100 · 83rd

  • NET $39M
  • NET 100
  • NET 83rd
  • NET 401(k)
  • NET near Friendfinder Networks Inc. Employees Retirement Plan and Trust
  • NET ind #6526

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 Finance & Insurance retirement plans → · Plans in Tennessee →

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

Iec Holdings, Inc. Employee Stock Ownership 401(k) PlanIec Holdings, Inc. Employee …$39MRain Cii Carbon LLC Salaried Employees 401(k) PlanRain Cii Carbon LLC Salaried…$39MDiversified Trust Company, Inc. 401(k) Profit Sharing Plan and TrustDiversified Trust Company, I…$39MFriendfinder Networks Inc. Employees Retirement Plan and TrustFriendfinder Networks Inc. E…$39MKgs 401(k) Plan$39M
End-of-year total assets ($M) among Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN621554452
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diversified Trust Company, Inc.)

Sponsor-wide plan assets over time

All Diversified Trust Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 14.490526852381166% vs 2023
2024 filing year
$38M$40M$42M$44M$46M 20232024 $39M $44.6M ▲ +14.5%
Year Plans Participants Total Assets
2023 1 100 $39M
2024 1 104 $45M

Nearby 401(k) Plans in Tennessee

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

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.038967196 · Participants: 100Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Friendfinder Networks Inc. Employees Retirement Plan and Trust in FL ($39M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 21.6% during 2023, from $32M to $39M. Reported net income was $7M.
How have Diversified Trust Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Diversified Trust Company, Inc.'s sponsor-wide assets grew 14.5%, from $39M to $45M.
Where does Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 83rd 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 Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Friendfinder Networks Inc. Employees Retirement Plan and Trust in FL ($39M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 621554452.

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.