401(k) · DOL Form 5500 · 2024

Daniel Financial Management 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
31st
Percentile by assets National rank
$373,248
Avg per participant High balance/head
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Official DOL plan name: Daniel Financial Management 401(k) Profit Sharing Plan & Trust · Sponsored by Daniel Financial Management · New Jersey · Finance & Insurance

$2M in assets, 6 participants

Daniel Financial Management's Daniel Financial Management 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,676 in Finance & Insurance (8,549 peers)

Daniel Financial Management multi-year trail

Daniel Financial Management's plans moved +70.7% in assets from 2022 to 2024; this filing shows Daniel Financial Management 401(k) Profit Sharing Plan & Trust at $2M / 6 participants.

#1,676
in Finance & Insurance (8,549 peers)
+28.6%
assets growth YoY

Daniel Financial Management 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Daniel Financial Management 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,239,486 31st percentile higher than 31% 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

Daniel Financial Management 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Daniel Financial Management 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Daniel Financial Management 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Daniel Financial Management 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Daniel Financial Management 401(k) Profit Sharing Plan & Trust reported net income rose from $430K in the plan year 2023 filing to $498K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 204850298 · Daniel Financial Management PY 2024 · 401(k)

Daniel Financial Management 401(k) Profit Sharing Plan & Trust · $2M · 6 · 31st

  • PCT $2M
  • EIN 6
  • RANK 31st
  • PHOTO 401(k)
  • IND near Techcelerate, LLC 401(k) Plan
  • EOY ind #1676

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 New Jersey →

Daniel Financial Management 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Daniel Financial Management 401(k) Profit Sharing Plan & TrustDaniel Financial Management …$2MTechcelerate, LLC 401(k) Plan$2MVarner Systems Inc 401(k) PlanVarner Systems Inc 401(k) Pl…$2MFederal Tool and Engineering, LLC 401(k) PlanFederal Tool and Engineering…$2MHighland Pellets LLC 401(k) Profit Sharing Plan & TrustHighland Pellets LLC 401(k) …$2M
End-of-year total assets ($M) among Daniel Financial Management 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Daniel Financial Management multi-year asset trail

Sponsor-wide plan assets over time

All Daniel Financial Management plans reported in each filing year

Latest sponsor-wide plan assets
$2M 70.74185302004162% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.31M $2.24M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $2M
2024 1 6 $2M

Daniel Financial Management filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$498K
Employer EIN204850298
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Daniel Financial Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Daniel Financial Management 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002239486 · Participants: 6Daniel Financial Management 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Daniel Financial Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Daniel Financial Management 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Daniel Financial Management 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Techcelerate, LLC 401(k) Plan in MA ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Daniel Financial Management 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Daniel Financial Management 401(k) Profit Sharing Plan & Trust grew sharply - up 28.6% during 2024, from $2M to $2M. Reported net income was $498K.
How have Daniel Financial Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel Financial Management's sponsor-wide assets grew 70.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Daniel Financial Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Techcelerate, LLC 401(k) Plan in MA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Daniel Financial Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 204850298.

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.