401(k) · DOL Form 5500 · 2024
David Turch & Associates 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $926,400
- Avg per participant High balance/head
Official DOL plan name: Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing · Sponsored by David Turch & Associates · District of Columbia · Professional & Technical Services
$5M in assets, 5 participants
David Turch & Associates's Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing reported $5M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,664 in Professional & Technical Services (20,173 peers)
David Turch & Associates multi-year trail
David Turch & Associates's plans moved +24.1% in assets from 2022 to 2024; this filing shows Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing at $5M / 5 participants.
- #7,664
- in Professional & Technical Services (20,173 peers)
- +13.2%
- assets growth YoY
Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing's mid-pack asset rank among Professional & Technical Services and all filers
Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,632,002 41st percentile higher than 41% 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
Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing reported net income rose from $359K in the plan year 2023 filing to $541K in the plan year 2024 filing.
- Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540909352 · David Turch & Associates PY 2024 · 401(k)
Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing · $5M · 5 · 41st
- PHOTO $5M
- IND 5
- EOY 41st
- 5500 401(k)
- ASSETS near Sans Technical Fibers, LLC Retirement Savings Plan
- PCT ind #7664
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 District of Columbia →
Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing in the asset neighbourhood
David Turch & Associates multi-year asset trail
Sponsor-wide plan assets over time
All David Turch & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 24.09462800695594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $4M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 5 | $5M |
David Turch & Associates filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $541K |
| Employer EIN | 540909352 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Sans Technical Fibers, LLC Retirement Savings Plan in NC ($5M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Sans Technical Fibers, LLC Retirement Savings Plan (NC) $5M · 263
- Carelink 401(k) Plan (AR) $5M · 315
- Hendel Products Group 401(k) Plan (NY) $5M · 1,087
- Beene Holdings, Inc Retirement Plan (TN) $5M · 168
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.