401(k) · DOL Form 5500 · 2023

Doc Corporate Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
287
Participants Below avg headcount
36th
Percentile by assets National rank
$11,011
Avg per participant Low balance/head
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Official DOL plan name: Doc 401(k) Plan · Sponsored by Doc Corporate Group, LLC · Texas · Management of Enterprises

$3M in assets, 287 participants

Doc Corporate Group, LLC's Doc 401(k) Plan reported $3M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #247 in Management of Enterprises (1,137 peers)

Coverage in Texas

Doc 401(k) Plan covers 287 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#247
in Management of Enterprises (1,137 peers)
+34.3%
assets growth YoY

Doc 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Doc 401(k) Plan vs every filed plan by assets

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

$3,160,198 36th percentile higher than 36% 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

Doc 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. Doc 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Doc 401(k) Plan reported net income rose from $253K in the plan year 2022 filing to $807K in the plan year 2023 filing.
  • Doc 401(k) Plan reported participants rose from 191 in the plan year 2022 filing to 287 in the plan year 2023 filing.
  • Doc 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811370970 · Doc Corporate Group, LLC PY 2023 · 401(k)

Doc 401(k) Plan · $3M · 287 · 36th

  • NET $3M
  • NET 287
  • NET 36th
  • NET 401(k)
  • NET near The Tribute Companies, Inc. Employees' 401(k) Plan
  • NET ind #247

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 Management of Enterprises retirement plans → · Plans in Texas →

Doc 401(k) Plan in the asset neighbourhood

Doc 401(k) Plan$3MThe Tribute Companies, Inc. Employees' 401(k) PlanThe Tribute Companies, Inc. …$3ME2companies 401(k) Plan$3MTeam Laurino 401(k) Plan$3MWaterway Partners LLC 401(k) Profit Sharing Plan & TrustWaterway Partners LLC 401(k)…$3M
End-of-year total assets ($M) among Doc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$807K
Employer EIN811370970
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doc Corporate Group, LLC)

Sponsor-wide plan assets over time

All Doc Corporate Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.384371561016856% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.35M $3.28M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 191 $2M
2023 1 287 $3M
2024 1 240 $3M

Nearby 401(k) Plans in Texas

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

Doc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Doc 401(k) Plan, Total assets ($B): 0.003160198 · Participants: 287Doc 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Doc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Doc 401(k) Plan side-by-side with 3 peers →

Doc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Tribute Companies, Inc. Employees' 401(k) Plan in WI ($3M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Doc 401(k) Plan assets move in 2023? ▼
Doc 401(k) Plan surged - up 34.3% during 2023, from $2M to $3M. Reported net income was $807K.
How have Doc Corporate Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Doc Corporate Group, LLC's sponsor-wide assets grew 39.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Doc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Tribute Companies, Inc. Employees' 401(k) Plan in WI ($3M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Doc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 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 811370970.

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.