401(k) · DOL Form 5500 · 2024

The Dba Zone, Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 9
Participants Small participant base: 47th
Percentile by assets National rank: $732,698
Avg per participant High balance/head

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Official DOL plan name: The Dba Zone 401(k) Plan · Sponsored by The Dba Zone, Inc · Pennsylvania · Professional & Technical Services

$7M in assets, 9 participants

The Dba Zone, Inc's The Dba Zone 401(k) Plan reported $7M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

#9,123 in Professional & Technical Services (20,173 peers)

The Dba Zone, Inc multi-year trail

The Dba Zone, Inc's plans moved +47.5% in assets from 2022 to 2024; this filing shows The Dba Zone 401(k) Plan at $7M / 9 participants.

#9,123
in Professional & Technical Services (20,173 peers): +13.4%
assets growth YoY

The Dba Zone 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Dba Zone 401(k) Plan vs every filed plan by assets

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

$6,594,286 47th percentile higher than 47% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Dba Zone 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Dba Zone 401(k) Plan is a micro filing (9 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

The Dba Zone 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $780K in the plan year 2024 filing.
The Dba Zone 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251868186 · The Dba Zone, Inc PY 2024 · 401(k)

The Dba Zone 401(k) Plan · $7M · 9 · 47th

TYPE $7M
TYPE 9
TYPE 47th
TYPE 401(k)
TYPE near Mhbd 401(k) Retirement Plan
TYPE ind #9123

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among The Dba Zone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Dba Zone, Inc multi-year asset trail

Latest sponsor-wide plan assets: $7M 47.46356450535544% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	9	$4M
2023	1	9	$6M
2024	1	9	$7M

The Dba Zone, Inc filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$780K
Employer EIN	251868186
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Dba Zone 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare The Dba Zone 401(k) Plan side-by-side with 3 peers →

The Dba Zone 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mhbd 401(k) Retirement Plan in TX ($7M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Mhbd 401(k) Retirement Plan (TX) $7M · 243
Philz Coffee 401(k) Plan (CA) $7M · 1,133
Kenlee Precision Corporation 401(k) Plan (MD) $7M · 74
Rutgers Council of Aaup Chapters 401(k) Plan (NJ) $7M · 19

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

Greene-Niesen Insurance Agency Inc Savings & Retirement Plan (WI) 9 · 0 off
Bendblue 401(k) (CA) 9 · 0 off
Decerina Uy Md PC 401(k) Profit Sharing Plan & Trust (NY) 9 · 0 off
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan (TN) 9 · 0 off

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 The Dba Zone 401(k) Plan assets move in 2024? ▼

The Dba Zone 401(k) Plan grew at a solid clip - up 13.4% during 2024, from $6M to $7M. Reported net income was $780K.

How have The Dba Zone, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Dba Zone, Inc's sponsor-wide assets grew 47.5%, from $4M to $7M.

Which 401(k) plans are similar in size to The Dba Zone 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mhbd 401(k) Retirement Plan in TX ($7M, 243 participants).

Which 401(k) plans cover a similar participant headcount to The Dba Zone 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 251868186.