Profit Sharing · DOL Form 5500 · 2024
Dfw Investor Lending, LLC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Dfw Investor Lending, LLC Profit Sharing Plan · Sponsored by Dfw Investor Lending, LLC · Texas · Other Services
$3M in assets, 2 participants
Dfw Investor Lending, LLC's Dfw Investor Lending, LLC Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #4,494 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Dfw Investor Lending, LLC Profit Sharing Plan ranks #4,494 of 7,719 2024 filers by assets (652% of the sector average)-$3M for 2 participants.
- #4,494
- in Other Services (7,719 peers)
- +22.8%
- assets growth YoY
Dfw Investor Lending, LLC Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Dfw Investor Lending, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,077,028 34th percentile higher than 34% 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
Dfw Investor Lending, LLC Profit Sharing 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. Dfw Investor Lending, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dfw Investor Lending, LLC Profit Sharing Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Dfw Investor Lending, LLC Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Dfw Investor Lending, LLC Profit Sharing Plan reported net income rose from $301K in the plan year 2023 filing to $317K in the plan year 2024 filing.
DOL schedule card
Filing strip 260654276 · Dfw Investor Lending, LLC PY 2024 · Profit Sharing
Dfw Investor Lending, LLC Profit Sharing Plan · $3M · 2 · 34th
- PART $3M
- PART 2
- PART 34th
- PART Profit Sharing
- PART near Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan
- PART ind #4494
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 Other Services retirement plans → · Plans in Texas →
Dfw Investor Lending, LLC Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $317K |
| Employer EIN | 260654276 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dfw Investor Lending, LLC)
Sponsor-wide plan assets over time
All Dfw Investor Lending, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 5.224015341980068% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 2 | $3M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Dfw Investor Lending, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.