401(k) · DOL Form 5500 · 2024

Dfa of California 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
143
Participants Small participant base
42nd
Percentile by assets National rank
$35,310
Avg per participant Low balance/head
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Official DOL plan name: Dfa of California 401(k) Plan · Sponsored by Dfa of California · California · Other Services

$5M in assets, 143 participants

Dfa of California's Dfa of California 401(k) Plan reported $5M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,964 in Other Services (7,719 peers)

Coverage in California

Dfa of California 401(k) Plan covers 143 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $5M.

#4,964
in Other Services (7,719 peers)
+5.5%
assets growth YoY

Dfa of California 401(k) Plan's mid-pack asset rank among Other Services and all filers

Dfa of California 401(k) Plan vs every filed plan by assets

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

$5,049,310 42nd percentile higher than 42% 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

Dfa of California 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dfa of California 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dfa of California 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $264K in the plan year 2024 filing.
  • Dfa of California 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Dfa of California 401(k) Plan reported participants fell from 145 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 940439440 · Dfa of California PY 2024 · 401(k)

Dfa of California 401(k) Plan · $5M · 143 · 42nd

  • PCT $5M
  • PCT 143
  • PCT 42nd
  • PCT 401(k)
  • PCT near Best Metal Products Company Employees Profit Sharing Plan
  • PCT ind #4964

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 California →

Dfa of California 401(k) Plan in the asset neighbourhood

Dfa of California 401(k) Plan$5MBest Metal Products Company Employees Profit Sharing PlanBest Metal Products Company …$5MMundo Verde Bilingual Public Charter School Retirement TrustMundo Verde Bilingual Public…$5MFamily Health Network of Central New York 401(k) Profit Sharing PlanFamily Health Network of Cen…$5MKore Power 401(k) Plan$5M
End-of-year total assets ($M) among Dfa of California 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$264K
Employer EIN940439440
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dfa of California)

Sponsor-wide plan assets over time

All Dfa of California plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.99243105816856% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.61M $5.05M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 144 $4M
2023 1 145 $5M
2024 1 143 $5M

Nearby 401(k) Plans in California

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

Dfa of California 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Dfa of California 401(k) Plan, Total assets ($B): 0.00504931 · Participants: 143Dfa of California 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Dfa of California 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dfa of California 401(k) Plan side-by-side with 3 peers →

Dfa of California 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Best Metal Products Company Employees Profit Sharing Plan in MI ($5M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Dfa of California 401(k) Plan assets move in 2024? ▼
Dfa of California 401(k) Plan grew at a solid clip - up 5.5% during 2024, from $5M to $5M. Reported net income was $264K.
How have Dfa of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dfa of California's sponsor-wide assets grew 40.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Dfa of California 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Best Metal Products Company Employees Profit Sharing Plan in MI ($5M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Dfa of California 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 940439440.

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.