401(k) · DOL Form 5500 · 2024

Discovery Partners Investment Ctr 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
41st
Percentile by assets National rank
$439,707
Avg per participant High balance/head
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Official DOL plan name: Discovery Partners Investment Center Safe Harbor 401(k) Plan · Sponsored by Discovery Partners Investment Ctr · Tennessee · Finance & Insurance

$5M in assets, 11 participants

Discovery Partners Investment Ctr's Discovery Partners Investment Center Safe Harbor 401(k) Plan reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,376 in Finance & Insurance (8,549 peers)

Discovery Partners Investment Ctr multi-year trail

Discovery Partners Investment Ctr's plans moved +36.1% in assets from 2022 to 2024; this filing shows Discovery Partners Investment Center Safe Harbor 401(k) Plan at $5M / 11 participants.

#2,376
in Finance & Insurance (8,549 peers)
+10.6%
assets growth YoY

Discovery Partners Investment Center Safe Harbor 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Discovery Partners Investment Center Safe Harbor 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,836,774 41st percentile higher than 41% of 123,620 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 2024

Discovery Partners Investment Center Safe Harbor 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Discovery Partners Investment Center Safe Harbor 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Discovery Partners Investment Center Safe Harbor 401(k) Plan reported net income fell from $818K in the plan year 2023 filing to $464K in the plan year 2024 filing.
  • Discovery Partners Investment Center Safe Harbor 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 680527407 · Discovery Partners Investment Ctr PY 2024 · 401(k)

Discovery Partners Investment Center Safe Harbor 401(k) Plan · $5M · 11 · 41st

  • BOY $5M
  • SCH 11
  • EBSA 41st
  • PART 401(k)
  • TYPE near Bay Composites Inc Retirement Plan
  • NET ind #2376

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Discovery Partners Investment Center Safe Harbor 401(k) Plan in the asset neighbourhood

Discovery Partners Investment Center Safe Harbor 401(k) PlanDiscovery Partners Investmen…$5MBay Composites Inc Retirement PlanBay Composites Inc Retiremen…$5MDenver Commercial Property Services, Inc. 401(k) PlanDenver Commercial Property S…$5MBringcom Incorporated 401(k) Profit Sharing Plan and TrustBringcom Incorporated 401(k)…$5MEar Nose and Throat of Northwest Georgia PC Profit Sharing PlanEar Nose and Throat of North…$5M
End-of-year total assets ($M) among Discovery Partners Investment Center Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Discovery Partners Investment Ctr multi-year asset trail

Sponsor-wide plan assets over time

All Discovery Partners Investment Ctr plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.063947698591754% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.84M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 11 $4M
2024 1 11 $5M

Discovery Partners Investment Ctr filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$464K
Employer EIN680527407
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Discovery Partners Investment Center Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Discovery Partners Investment Center Safe Harbor 401(k) Plan, Total assets ($B): 0.004836774 · Participants: 11Discovery Partners Investment Center Safe Harbor 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Discovery Partners Investment Center Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Discovery Partners Investment Center Safe Harbor 401(k) Plan side-by-side with 3 peers →

Discovery Partners Investment Center Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bay Composites Inc Retirement Plan in MI ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Discovery Partners Investment Center Safe Harbor 401(k) Plan assets move in 2024? ▼
Discovery Partners Investment Center Safe Harbor 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $4M to $5M. Reported net income was $464K.
How have Discovery Partners Investment Ctr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Discovery Partners Investment Ctr's sponsor-wide assets grew 36.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Discovery Partners Investment Center Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bay Composites Inc Retirement Plan in MI ($5M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Discovery Partners Investment Center Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680527407.

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.