401(k) · DOL Form 5500 · 2023

Allen Samuels Waco Dcj, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 306
Participants Below avg headcount: 42nd
Percentile by assets National rank: $14,200
Avg per participant Low balance/head

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Official DOL plan name: Allen Samuels Retirement Plan · Sponsored by Allen Samuels Waco Dcj, Inc. · Texas · Wholesale Trade

$4M in assets, 306 participants

Allen Samuels Waco Dcj, Inc.'s Allen Samuels Retirement Plan reported $4M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#1,948 in Wholesale Trade (6,309 peers)

Coverage in Texas

Allen Samuels Retirement Plan covers 306 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#1,948
in Wholesale Trade (6,309 peers): +17.4%
assets growth YoY

Allen Samuels Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Allen Samuels Retirement Plan vs every filed plan by assets

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

$4,345,168 42nd percentile higher than 42% 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

Allen Samuels Retirement 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. Allen Samuels Retirement Plan sits mid-pack in the medium band (306 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%)

Allen Samuels Retirement Plan reported net income rose from -$135K in the plan year 2022 filing to $644K in the plan year 2023 filing.
Allen Samuels Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Allen Samuels Retirement Plan reported participants fell from 357 in the plan year 2022 filing to 306 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270364992 · Allen Samuels Waco Dcj, Inc. PY 2023 · 401(k)

Allen Samuels Retirement Plan · $4M · 306 · 42nd

ASSETS $4M
ASSETS 306
ASSETS 42nd
ASSETS 401(k)
ASSETS near New Narrative 401(k) Plan
ASSETS ind #1948

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 Texas →

End-of-year total assets ($M) among Allen Samuels Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$644K
Employer EIN	270364992
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Allen Samuels Waco Dcj, Inc.)

Latest sponsor-wide plan assets: $5M 38.464491518326305% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	357	$4M
2023	1	306	$4M
2024	1	249	$5M

Nearby 401(k) Plans in Texas

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

Allen Samuels Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Allen Samuels Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is New Narrative 401(k) Plan in OR ($4M); by covered participants it is Life Unlimited, Inc. 401(k) Plan in MO (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

New Narrative 401(k) Plan (OR) $4M · 260
Lithographic Industries, Inc. 401(k) Plan and Trust (IL) $4M · 22
Zimmerman Truck Lines 401(k) Plan (PA) $4M · 97
World Products Inc. 401(k) Plan (CA) $4M · 18

Similar participant headcount

Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.

Life Unlimited, Inc. 401(k) Plan (MO) 306 · 0 off
Xcelerate Solutions 401(k) Plan (VA) 306 · 0 off
Modern Litho, Inc. Retirement Plan (MO) 306 · 0 off
South Atlantic Services, Inc. 401(k) Plan (NC) 306 · 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 Allen Samuels Retirement Plan assets move in 2023? ▼

Allen Samuels Retirement Plan grew sharply - up 17.4% during 2023, from $4M to $4M. Reported net income was $644K.

How have Allen Samuels Waco Dcj, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Allen Samuels Waco Dcj, Inc.'s sponsor-wide assets grew 38.5%, from $4M to $5M.

Which 401(k) plans are similar in size to Allen Samuels Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is New Narrative 401(k) Plan in OR ($4M, 260 participants).

Which 401(k) plans cover a similar participant headcount to Allen Samuels Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Life Unlimited, Inc. 401(k) Plan in MO (306 participants, $3M 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 270364992.