401(k) · DOL Form 5500 · 2023

Dannis Woliver Kelley 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
92
Participants Small participant base
80th
Percentile by assets National rank
$342,858
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dannis Woliver Kelley Profit Sharing Plan · Sponsored by Dannis Woliver Kelley · California · Professional & Technical Services

$32M in assets, 92 participants

Dannis Woliver Kelley's Dannis Woliver Kelley Profit Sharing Plan reported $32M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,358 in Professional & Technical Services (20,321 peers)

Where Dannis Woliver Kelley Profit Sharing Plan sits by assets

Dannis Woliver Kelley Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 92 participants (~$342,858/participant), up 17.6% in 2023.

#16,358
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dannis Woliver Kelley Profit Sharing Plan's outsized position by total assets

Dannis Woliver Kelley Profit Sharing Plan vs every filed plan by assets

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

$31,542,958 Top 20% higher than 80% 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

Dannis Woliver Kelley Profit Sharing 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. Dannis Woliver Kelley Profit Sharing Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dannis Woliver Kelley Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Dannis Woliver Kelley Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943172834 · Dannis Woliver Kelley PY 2023 · 401(k)

Dannis Woliver Kelley Profit Sharing Plan · $32M · 92 · 80th

  • TYPE $32M
  • TYPE 92
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Project Employee 401(k) Retirement Plan
  • TYPE ind #16358

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 California →

Dannis Woliver Kelley Profit Sharing Plan in the asset neighbourhood

Project Employee 401(k) Retirement PlanProject Employee 401(k) Reti…$32MTurbocam, Inc. 401(k) Retirement PlanTurbocam, Inc. 401(k) Retire…$32MDannis Woliver Kelley Profit Sharing PlanDannis Woliver Kelley Profit…$32MVenafi, Inc. 401(k) Plan$32MThe Presbyterian Homes, Inc. 401(k) Retirement PlanThe Presbyterian Homes, Inc.…$32M
End-of-year total assets ($M) among Dannis Woliver Kelley Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN943172834
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dannis Woliver Kelley)

Sponsor-wide plan assets over time

All Dannis Woliver Kelley plans reported in each filing year

Latest sponsor-wide plan assets
$37M 36.53936580300987% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.8M $36.6M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 92 $27M
2023 1 92 $32M
2024 1 96 $37M

Nearby 401(k) Plans in California

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

Dannis Woliver Kelley Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dannis Woliver Kelley Profit Sharing Plan, Total assets ($B): 0.031542958 · Participants: 92Dannis Woliver Kelley Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Dannis Woliver Kelley Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dannis Woliver Kelley Profit Sharing Plan side-by-side with 3 peers →

Dannis Woliver Kelley Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Project Employee 401(k) Retirement Plan in MI ($32M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Dannis Woliver Kelley Profit Sharing Plan assets move in 2023? ▼
Dannis Woliver Kelley Profit Sharing Plan grew sharply - up 17.6% during 2023, from $27M to $32M. Reported net income was $5M.
How have Dannis Woliver Kelley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dannis Woliver Kelley's sponsor-wide assets grew 36.5%, from $27M to $37M.
Where does Dannis Woliver Kelley Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dannis Woliver Kelley Profit Sharing Plan ranks in the 80th 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 Dannis Woliver Kelley Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Project Employee 401(k) Retirement Plan in MI ($32M, 572 participants).
Which 401(k) plans cover a similar participant headcount to Dannis Woliver Kelley Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A 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 943172834.

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.