401(k) · DOL Form 5500 · 2024

Discovery Living, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
208
Participants Below avg headcount
36th
Percentile by assets National rank
$17,030
Avg per participant Low balance/head
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Official DOL plan name: Discovery Living, Inc. 401(k) Plan · Sponsored by Discovery Living, Inc. · Iowa · Healthcare & Social Assistance

$4M in assets, 208 participants

Discovery Living, Inc.'s Discovery Living, Inc. 401(k) Plan reported $4M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,328 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Discovery Living, Inc. 401(k) Plan covers 208 participants in Iowa, about 34% of the average Iowa filer (state average ~609 per filing). Assets: $4M.

#6,328
in Healthcare & Social Assistance (16,916 peers)
+32.2%
assets growth YoY

Discovery Living, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Discovery Living, Inc. 401(k) Plan vs every filed plan by assets

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

$3,542,274 36th percentile higher than 36% 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 Living, Inc. 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. Discovery Living, Inc. 401(k) Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Discovery Living, Inc. 401(k) Plan reported net income rose from $605K in the plan year 2023 filing to $864K in the plan year 2024 filing.
  • Discovery Living, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Discovery Living, Inc. 401(k) Plan reported participants rose from 204 in the plan year 2023 filing to 208 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421082773 · Discovery Living, Inc. PY 2024 · 401(k)

Discovery Living, Inc. 401(k) Plan · $4M · 208 · 36th

  • EBSA $4M
  • PART 208
  • TYPE 36th
  • NET 401(k)
  • BOOK near Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #6328

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Discovery Living, Inc. 401(k) Plan in the asset neighbourhood

Discovery Living, Inc. 401(k) PlanDiscovery Living, Inc. 401(k…$4MMario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and TrustMario Russo Nine Newbury Str…$4MMcDonald's and Simmons PC 401(k) Plan and TrustMcDonald's and Simmons PC 40…$4MSandestin Investments, LLC 401 (K) PlanSandestin Investments, LLC 4…$4MHhwp 403(b) Retirement Plan$4M
End-of-year total assets ($M) among Discovery Living, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$864K
Employer EIN421082773
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Discovery Living, Inc.)

Sponsor-wide plan assets over time

All Discovery Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 70.80452254618888% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.07M $3.54M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 192 $2M
2023 1 204 $3M
2024 1 208 $4M

Nearby 401(k) Plans in Iowa

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

Discovery Living, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Discovery Living, Inc. 401(k) Plan, Total assets ($B): 0.003542274 · Participants: 208Discovery Living, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Discovery Living, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Discovery Living, Inc. 401(k) Plan side-by-side with 3 peers →

Discovery Living, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust in MA ($4M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Living, Inc. 401(k) Plan assets move in 2024? ▼
Discovery Living, Inc. 401(k) Plan surged - up 32.2% during 2024, from $3M to $4M. Reported net income was $864K.
How have Discovery Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Discovery Living, Inc.'s sponsor-wide assets grew 70.8%, from $2M to $4M.
Which 401(k) plans are similar in size to Discovery Living, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and Trust in MA ($4M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Discovery Living, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M 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 421082773.

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.