401(k) · DOL Form 5500 · 2023

Disabled American Veterans 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
538
Participants Below avg headcount
89th
Percentile by assets National rank
$138,026
Avg per participant Near avg balance/head
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Official DOL plan name: Savings & Investment Plan for Employees of Disabled American Veterans · Sponsored by Disabled American Veterans · Kentucky · Other Services

$74M in assets, 538 participants

Disabled American Veterans's Savings & Investment Plan for Employees of Disabled American Veterans reported $74M in total assets and 538 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,518 in Other Services (7,857 peers)

Where Savings & Investment Plan for Employees of Disabled American Veterans sits by assets

Savings & Investment Plan for Employees of Disabled American Veterans sits in the top quartile of all filed plans by assets, $74M for 538 participants (~$138,026/participant), up 15.2% in 2023.

#7,518
in Other Services (7,857 peers)
+15.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Savings & Investment Plan for Employees of Disabled American Veterans's outsized position by total assets

Savings & Investment Plan for Employees of Disabled American Veterans vs every filed plan by assets

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

$74,258,256 Top 11% higher than 89% 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

Savings & Investment Plan for Employees of Disabled American Veterans 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. Savings & Investment Plan for Employees of Disabled American Veterans sits mid-pack in the medium band (538 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savings & Investment Plan for Employees of Disabled American Veterans reported net income rose from -$15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Savings & Investment Plan for Employees of Disabled American Veterans end-of-year assets rose from $64M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310263158 · Disabled American Veterans PY 2023 · 401(k)

Savings & Investment Plan for Employees of Disabled American Veterans · $74M · 538 · 89th

  • EOY $74M
  • EOY 538
  • EOY 89th
  • EOY 401(k)
  • EOY near Cascade Asset Management Company 401(k) Plan
  • EOY ind #7518

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 Kentucky →

Savings & Investment Plan for Employees of Disabled American Veterans in the asset neighbourhood

Savings & Investment Plan for Employees of Disabled American VeteransSavings & Investment Plan fo…$74MCascade Asset Management Company 401(k) PlanCascade Asset Management Com…$74MSoutheastern Container, Inc. Retirement Savings PlanSoutheastern Container, Inc.…$74MPmc Global, Inc. and Subsidiaries Employees' Retirement Savings PlanPmc Global, Inc. and Subsidi…$74MPiper Aircraft, Inc. Retirement Savings PlanPiper Aircraft, Inc. Retirem…$74M
End-of-year total assets ($M) among Savings & Investment Plan for Employees of Disabled American Veterans and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

Sponsor Plan History (Disabled American Veterans)

Sponsor-wide plan assets over time

All Disabled American Veterans plans reported in each filing year

Latest sponsor-wide plan assets
$149M 17.149993375180014% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $149M ▲ +17.2%
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.

Savings & Investment Plan for Employees of Disabled American Veterans vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Savings & Investment Plan for Employees of Disabled American Veterans, Total assets ($B): 0.074258256 · Participants: 538Savings & Investment Plan for Employees of Disabled American VeteransCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Savings & Investment Plan for Employees of Disabled American Veterans vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Savings & Investment Plan for Employees of Disabled American Veterans side-by-side with 3 peers →

Savings & Investment Plan for Employees of Disabled American Veterans's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Cascade Asset Management Company 401(k) Plan in WA ($74M); by covered participants it is Babylon 401(k) Plan in DE (538 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (538 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 Savings & Investment Plan for Employees of Disabled American Veterans assets move in 2023? ▼
Savings & Investment Plan for Employees of Disabled American Veterans grew sharply - up 15.2% during 2023, from $64M to $74M. Reported net income was $10M.
How have Disabled American Veterans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Disabled American Veterans's sponsor-wide assets grew 17.1%, from $127M to $149M.
Where does Savings & Investment Plan for Employees of Disabled American Veterans rank by assets among Form 5500 filers? ▼
Savings & Investment Plan for Employees of Disabled American Veterans ranks in the 89th 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 Savings & Investment Plan for Employees of Disabled American Veterans? ▼
Among 401(k) plans in other states, the closest by assets is Cascade Asset Management Company 401(k) Plan in WA ($74M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Savings & Investment Plan for Employees of Disabled American Veterans? ▼
Among 401(k) plans in other states, the closest by covered participants is Babylon 401(k) Plan in DE (538 participants, $13M 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 310263158.

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.