401(k) · DOL Form 5500 · 2024

Dana Investment Advisors Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
53
Participants Small participant base
88th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan · Sponsored by Dana Investment Advisors Inc. · Wisconsin · Finance & Insurance

$72M in assets, 53 participants

Dana Investment Advisors Inc.'s Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan reported $72M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,937 in Finance & Insurance (8,549 peers)

Where Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan sits by assets

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 53 participants (~$1.4M/participant), up 25.8% in 2024.

#6,937
in Finance & Insurance (8,549 peers)
+25.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$71,860,878 Top 12% higher than 88% 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

Dana Investment Advisors, Inc. Profit Sharing & 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. Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391512278 · Dana Investment Advisors Inc. PY 2024 · 401(k)

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan · $72M · 53 · 88th

  • IND $72M
  • IND 53
  • IND 88th
  • IND 401(k)
  • IND near Fisher & Company, Incorporated 401(k) Plan
  • IND ind #6937

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 Wisconsin →

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Dana Investment Advisors, Inc. Profit Sharing & 401(k) PlanDana Investment Advisors, In…$72MFisher & Company, Incorporated 401(k) PlanFisher & Company, Incorporat…$72MThe National Football League Capital Accumulation PlanThe National Football League…$72MStahls' Inc. Employees' Salary Savings PlanStahls' Inc. Employees' Sala…$72MAirswift Oil and Gas 401(k) Profit Sharing PlanAirswift Oil and Gas 401(k) …$72M
End-of-year total assets ($M) among Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$72M
Net Income$15M
Employer EIN391512278
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Investment Advisors Inc.)

Sponsor-wide plan assets over time

All Dana Investment Advisors Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 79.44634312748131% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40.1M $71.9M ▲ +79.4%
Year Plans Participants Total Assets
2022 1 47 $40M
2023 1 53 $57M
2024 1 53 $72M

Nearby 401(k) Plans in Wisconsin

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

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.071860878 · Participants: 53Dana Investment Advisors, Inc. Profit Sharing & 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fisher & Company, Incorporated 401(k) Plan in MI ($72M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan assets move in 2024? ▼
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan grew sharply - up 25.8% during 2024, from $57M to $72M. Reported net income was $15M.
How have Dana Investment Advisors Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Investment Advisors Inc.'s sponsor-wide assets grew 79.4%, from $40M to $72M.
Where does Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fisher & Company, Incorporated 401(k) Plan in MI ($72M, 1,196 participants).
Which 401(k) plans cover a similar participant headcount to Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 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 391512278.

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.