401(k)
2023 plan-year 401(k) DOL Form 5500

Savings & Investment Plan for Employees of Disabled American Veterans

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Disabled American Veterans · Kentucky · Other Services

What the 2023 filing shows

Savings & Investment Plan for Employees of Disabled American Veterans holds $74M for 538 participants — about $138,026 per participant, up 15.2% over the 2023 plan year.

$74M
total plan assets (2023 EOY)
538
covered participants
$138,026
avg assets per participant
+15.2%
assets growth YoY
Total Assets (2023)
$74M
Participants
538
State
Industry
Other Services

What the Filing Says About Savings & Investment Plan for Employees of Disabled American Veterans

Savings & Investment Plan for Employees of Disabled American Veterans is a 401(k) retirement plan sponsored by Disabled American Veterans, headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $74M in total end-of-year assets and covers 538 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 310263158, and the plan has been effective since 1972-03-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2023 to $74M at year-end — a gain of 15.2%. Net assets (after liabilities) closed the year at $74M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$64M
Total Assets (End of Year)$74M
Net Assets (End of Year)$74M
Net Income$10M
Plan Type401(k)
Employer EIN310263158
Plan Effective Date1972-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Disabled American Veterans)

Year Plans Participants Total Assets
2022 2 983 $127M
2023 2 970 $144M
2024 2 989 $149M

Nearby 401(k) Plans in Kentucky

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

Frequently Asked Questions

How much money is in the Savings & Investment Plan for Employees of Disabled American Veterans?
As of the 2023 Form 5500 filing, Savings & Investment Plan for Employees of Disabled American Veterans holds $74M in total assets with 538 participants. It is sponsored by Disabled American Veterans.
What type of plan is Savings & Investment Plan for Employees of Disabled American Veterans?
Savings & Investment Plan for Employees of Disabled American Veterans is a 401(k) plan. It has been effective since 1972-03-15. The plan is filed with the U.S. Department of Labor under EIN 310263158.
Who sponsors the Savings & Investment Plan for Employees of Disabled American Veterans?
Savings & Investment Plan for Employees of Disabled American Veterans is sponsored by Disabled American Veterans, located in Kentucky. The sponsor's EIN is 310263158 and the plan operates in the Other Services industry.
How did Savings & Investment Plan for Employees of Disabled American Veterans perform in 2023?
Savings & Investment Plan for Employees of Disabled American Veterans grew by 15.2% during 2023, moving from $64M to $74M in total assets. Net income was $10M.
Where can I find official filings for Savings & Investment Plan for Employees of Disabled American Veterans?
Official Form 5500 filings for Savings & Investment Plan for Employees of Disabled American Veterans are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310263158 or plan name at efast.dol.gov.
How does Savings & Investment Plan for Employees of Disabled American Veterans compare to other plans?
You can compare Savings & Investment Plan for Employees of Disabled American Veterans against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 310263158.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.