401(k) · DOL Form 5500 · 2023

Donor Alliance, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
174
Participants Small participant base
78th
Percentile by assets National rank
$162,140
Avg per participant Above avg balance/head
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Official DOL plan name: Donor Alliance, Inc. , 401(k) Plan and Trust · Sponsored by Donor Alliance, Inc. · Colorado · Other Services

$28M in assets, 174 participants

Donor Alliance, Inc.'s Donor Alliance, Inc. , 401(k) Plan and Trust reported $28M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,998 in Other Services (7,857 peers)

Coverage in Colorado

Donor Alliance, Inc. , 401(k) Plan and Trust covers 174 participants in Colorado, about 46% of the average Colorado filer (state average ~376 per filing). Assets: $28M.

#6,998
in Other Services (7,857 peers)
+28.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Donor Alliance, Inc. , 401(k) Plan and Trust's outsized position by total assets

Donor Alliance, Inc. , 401(k) Plan and Trust vs every filed plan by assets

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

$28,212,377 Top 22% higher than 78% 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

Donor Alliance, Inc. , 401(k) Plan and Trust 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. Donor Alliance, Inc. , 401(k) Plan and Trust sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donor Alliance, Inc. , 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Donor Alliance, Inc. , 401(k) Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Donor Alliance, Inc. , 401(k) Plan and Trust reported participants rose from 161 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841003771 · Donor Alliance, Inc. PY 2023 · 401(k)

Donor Alliance, Inc. , 401(k) Plan and Trust · $28M · 174 · 78th

  • IND $28M
  • IND 174
  • IND 78th
  • IND 401(k)
  • IND near Rvk, Inc. Retirement Savings Plan
  • IND ind #6998

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 Other Services retirement plans → · Plans in Colorado →

Donor Alliance, Inc. , 401(k) Plan and Trust in the asset neighbourhood

Urology Specialists of the Carolinas, PLLC 401(k) PlanUrology Specialists of the C…$28MDonor Alliance, Inc. , 401(k) Plan and TrustDonor Alliance, Inc. , 401(k…$28MRvk, Inc. Retirement Savings PlanRvk, Inc. Retirement Savings…$28MThe Spiratex Company Retirement PlanThe Spiratex Company Retirem…$28MUha 401(k) Plan$28M
End-of-year total assets ($M) among Donor Alliance, Inc. , 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN841003771
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donor Alliance, Inc.)

Sponsor-wide plan assets over time

All Donor Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 55.05657813086637% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.9M $34M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 161 $22M
2023 1 174 $28M
2024 1 202 $34M

Nearby 401(k) Plans in Colorado

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

Donor Alliance, Inc. , 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Donor Alliance, Inc. , 401(k) Plan and Trust, Total assets ($B): 0.028212377 · Participants: 174Donor Alliance, Inc. , 401(k) Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Donor Alliance, Inc. , 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Donor Alliance, Inc. , 401(k) Plan and Trust side-by-side with 3 peers →

Donor Alliance, Inc. , 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Rvk, Inc. Retirement Savings Plan in OR ($28M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Donor Alliance, Inc. , 401(k) Plan and Trust assets move in 2023? ▼
Donor Alliance, Inc. , 401(k) Plan and Trust grew sharply - up 28.8% during 2023, from $22M to $28M. Reported net income was $6M.
How have Donor Alliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donor Alliance, Inc.'s sponsor-wide assets grew 55.1%, from $22M to $34M.
Where does Donor Alliance, Inc. , 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Donor Alliance, Inc. , 401(k) Plan and Trust ranks in the 78th 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 Donor Alliance, Inc. , 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rvk, Inc. Retirement Savings Plan in OR ($28M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Donor Alliance, Inc. , 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 841003771.

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.