401(k) · DOL Form 5500 · 2023

Dale Carnegie & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
65
Participants Small participant base
67th
Percentile by assets National rank
$228,382
Avg per participant Above avg balance/head
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Official DOL plan name: Dale Carnegie & Associates, Inc. Savings and Investment Plan · Sponsored by Dale Carnegie & Associates, Inc. · New York · Educational Services

$15M in assets, 65 participants

Dale Carnegie & Associates, Inc.'s Dale Carnegie & Associates, Inc. Savings and Investment Plan reported $15M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,844 in Educational Services (3,735 peers)

Dale Carnegie & Associates, Inc. multi-year trail

Dale Carnegie & Associates, Inc.'s plans moved +40.8% in assets from 2022 to 2024; this filing shows Dale Carnegie & Associates, Inc. Savings and Investment Plan at $15M / 65 participants.

#1,844
in Educational Services (3,735 peers)
+29.7%
assets growth YoY

Dale Carnegie & Associates, Inc. Savings and Investment Plan's outsized position by total assets

Dale Carnegie & Associates, Inc. Savings and Investment Plan vs every filed plan by assets

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

$14,844,813 Top 33% higher than 67% 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

Dale Carnegie & Associates, Inc. Savings and Investment Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dale Carnegie & Associates, Inc. Savings and Investment Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dale Carnegie & Associates, Inc. Savings and Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Dale Carnegie & Associates, Inc. Savings and Investment Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Dale Carnegie & Associates, Inc. Savings and Investment Plan reported participants rose from 62 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131805573 · Dale Carnegie & Associates, Inc. PY 2023 · 401(k)

Dale Carnegie & Associates, Inc. Savings and Investment Plan · $15M · 65 · 67th

  • BOOK $15M
  • BOOK 65
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Coughlin Automotive Group 401(k) Profit Sharing Plan
  • BOOK ind #1844

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 Educational Services retirement plans → · Plans in New York →

Dale Carnegie & Associates, Inc. Savings and Investment Plan in the asset neighbourhood

Coughlin Automotive Group 401(k) Profit Sharing PlanCoughlin Automotive Group 40…$15MChildren's Home Association of Illinois Retirement PlanChildren's Home Association …$15MMetropolitan Industries, Inc. 401(k) Savings PlanMetropolitan Industries, Inc…$15MDale Carnegie & Associates, Inc. Savings and Investment PlanDale Carnegie & Associates, …$15MTotal Mechanical 401(k) Retirement PlanTotal Mechanical 401(k) Reti…$15M
End-of-year total assets ($M) among Dale Carnegie & Associates, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dale Carnegie & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dale Carnegie & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 40.79105251178204% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.1M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 62 $11M
2023 1 65 $15M
2024 1 70 $16M

Dale Carnegie & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN131805573
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Dale Carnegie & Associates, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Dale Carnegie & Associates, Inc. Savings and Investment Plan, Total assets ($B): 0.014844813 · Participants: 65Dale Carnegie & Associates, Inc. Savings and Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Dale Carnegie & Associates, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Dale Carnegie & Associates, Inc. Savings and Investment Plan side-by-side with 3 peers →

Dale Carnegie & Associates, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Coughlin Automotive Group 401(k) Profit Sharing Plan in OH ($15M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Dale Carnegie & Associates, Inc. Savings and Investment Plan assets move in 2023? ▼
Dale Carnegie & Associates, Inc. Savings and Investment Plan grew sharply - up 29.7% during 2023, from $11M to $15M. Reported net income was $3M.
How have Dale Carnegie & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dale Carnegie & Associates, Inc.'s sponsor-wide assets grew 40.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Dale Carnegie & Associates, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coughlin Automotive Group 401(k) Profit Sharing Plan in OH ($15M, 488 participants).
Which 401(k) plans cover a similar participant headcount to Dale Carnegie & Associates, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A 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 131805573.

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.