401(k) · DOL Form 5500 · 2023

Peter-Defries Corporation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
523
Participants Below avg headcount
72nd
Percentile by assets National rank
$37,322
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dions 401(k) Plan · Sponsored by Peter-Defries Corporation · New Mexico · Food Services & Accommodation

$20M in assets, 523 participants

Peter-Defries Corporation's Dions 401(k) Plan reported $20M in total assets and 523 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,530 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Dions 401(k) Plan ranks #3,530 of 3,828 2023 filers by assets (100% of the sector average)-$20M for 523 participants.

#3,530
in Food Services & Accommodation (3,828 peers)
+22.6%
assets growth YoY

Dions 401(k) Plan's outsized position by total assets

Dions 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,519,596 Top 28% higher than 72% of 127,068 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 2023

Dions 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dions 401(k) Plan sits mid-pack in the medium band (523 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dions 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dions 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850293433 · Peter-Defries Corporation PY 2023 · 401(k)

Dions 401(k) Plan · $20M · 523 · 72nd

  • ASSETS $20M
  • PCT 523
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Eagle Financial 401(k) Plan
  • IND ind #3530

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 Food Services & Accommodation retirement plans → · Plans in New Mexico →

Dions 401(k) Plan in the asset neighbourhood

Dions 401(k) Plan$20MEagle Financial 401(k) Plan$20MR.T. Moore Co. Inc. 401(k) Profit Sharing PlanR.T. Moore Co. Inc. 401(k) P…$20MPk U.S.a. 401(k) Plan$20MSchmueser Gordon Meyer, Inc. 401(k) PlanSchmueser Gordon Meyer, Inc.…$20M
End-of-year total assets ($M) among Dions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN850293433
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peter-Defries Corporation)

Sponsor-wide plan assets over time

All Peter-Defries Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$21M 33.43839710953354% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $21.2M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 528 $16M
2023 1 523 $20M
2024 1 544 $21M

Nearby 401(k) Plans in New Mexico

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

Dions 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Dions 401(k) Plan, Total assets ($B): 0.019519596 · Participants: 523Dions 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Dions 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

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

Outside New Mexico, the nearest 401(k) by assets is Eagle Financial 401(k) Plan in KY ($20M); by covered participants it is Frontier Cooperative 401(k) Plan in IA (523 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (523 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dions 401(k) Plan assets move in 2023?
Dions 401(k) Plan grew sharply - up 22.6% during 2023, from $16M to $20M. Reported net income was $4M.
How have Peter-Defries Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Peter-Defries Corporation's sponsor-wide assets grew 33.4%, from $16M to $21M.
Which 401(k) plans are similar in size to Dions 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Eagle Financial 401(k) Plan in KY ($20M, 427 participants).
Which 401(k) plans cover a similar participant headcount to Dions 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Frontier Cooperative 401(k) Plan in IA (523 participants, $48M in assets).