401(k) · DOL Form 5500 · 2023

Dana Augustine, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
69
Participants Small participant base
53rd
Percentile by assets National rank
$113,671
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dana Augustine, Inc. 401(k) Plan · Sponsored by Dana Augustine, Inc. · Georgia · Wholesale Trade

$8M in assets, 69 participants

Dana Augustine, Inc.'s Dana Augustine, Inc. 401(k) Plan reported $8M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,766 in Wholesale Trade (6,309 peers)

Dana Augustine, Inc. multi-year trail

Dana Augustine, Inc.'s plans moved +23.0% in assets from 2022 to 2024; this filing shows Dana Augustine, Inc. 401(k) Plan at $8M / 69 participants.

#2,766
in Wholesale Trade (6,309 peers)
+13.8%
assets growth YoY

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

Dana Augustine, Inc. 401(k) Plan vs every filed plan by assets

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

$7,843,273 Top 47% higher than 53% 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

Dana Augustine, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dana Augustine, Inc. 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dana Augustine, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $950K in the plan year 2023 filing.
  • Dana Augustine, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Dana Augustine, Inc. 401(k) Plan reported participants rose from 66 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592125227 · Dana Augustine, Inc. PY 2023 · 401(k)

Dana Augustine, Inc. 401(k) Plan · $8M · 69 · 53rd

  • SCH $8M
  • SCH 69
  • SCH 53rd
  • SCH 401(k)
  • SCH near Judson Center Employees 401(k) Retirement Plan
  • SCH ind #2766

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 Georgia →

Dana Augustine, Inc. 401(k) Plan in the asset neighbourhood

Dana Augustine, Inc. 401(k) PlanDana Augustine, Inc. 401(k) …$8MJudson Center Employees 401(k) Retirement PlanJudson Center Employees 401(…$8MCare First Animal Hospital 401(k) Profit Sharing PlanCare First Animal Hospital 4…$8MExclusive Woodworking & Nuhaus 401(k) PlanExclusive Woodworking & Nuha…$8MAdvanced Pathology Solutions, LLC 401(k) PlanAdvanced Pathology Solutions…$8M
End-of-year total assets ($M) among Dana Augustine, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dana Augustine, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dana Augustine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.97533897217066% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.89M $8.48M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 66 $7M
2023 1 69 $8M
2024 1 77 $8M

Dana Augustine, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$950K
Employer EIN592125227
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Dana Augustine, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Dana Augustine, Inc. 401(k) Plan, Total assets ($B): 0.007843273 · Participants: 69Dana Augustine, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Dana Augustine, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Dana Augustine, Inc. 401(k) Plan side-by-side with 3 peers →

Dana Augustine, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Judson Center Employees 401(k) Retirement Plan in MI ($8M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Dana Augustine, Inc. 401(k) Plan assets move in 2023? ▼
Dana Augustine, Inc. 401(k) Plan grew at a solid clip - up 13.8% during 2023, from $7M to $8M. Reported net income was $950K.
How have Dana Augustine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Augustine, Inc.'s sponsor-wide assets grew 23.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Dana Augustine, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Judson Center Employees 401(k) Retirement Plan in MI ($8M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Dana Augustine, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 592125227.

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.