401(k) · DOL Form 5500 · 2023

Dana Innovations, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
235
Participants Below avg headcount
77th
Percentile by assets National rank
$110,856
Avg per participant Below avg balance/head
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Official DOL plan name: Dana Innovations, Inc. 401(k) Plan · Sponsored by Dana Innovations, Inc. · California · Manufacturing

$26M in assets, 235 participants

Dana Innovations, Inc.'s Dana Innovations, Inc. 401(k) Plan reported $26M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,784 in Manufacturing (18,722 peers)

Coverage in California

Dana Innovations, Inc. 401(k) Plan covers 235 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $26M.

#12,784
in Manufacturing (18,722 peers)
+33.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dana Innovations, Inc. 401(k) Plan's outsized position by total assets

Dana Innovations, Inc. 401(k) Plan vs every filed plan by assets

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

$26,051,103 Top 23% higher than 77% 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

Dana Innovations, Inc. 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. Dana Innovations, Inc. 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dana Innovations, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Dana Innovations, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Dana Innovations, Inc. 401(k) Plan reported participants rose from 220 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330005938 · Dana Innovations, Inc. PY 2023 · 401(k)

Dana Innovations, Inc. 401(k) Plan · $26M · 235 · 77th

  • TYPE $26M
  • NET 235
  • BOOK 77th
  • VS-ST 401(k)
  • BOY near Olympia Federal Savings & Loan Association 401(k) Plan and Trust
  • SCH ind #12784

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 Manufacturing retirement plans → · Plans in California →

Dana Innovations, Inc. 401(k) Plan in the asset neighbourhood

Dana Innovations, Inc. 401(k) PlanDana Innovations, Inc. 401(k…$26MOlympia Federal Savings & Loan Association 401(k) Plan and TrustOlympia Federal Savings & Lo…$26MHorner Electric Inc. Employees Retirement PlanHorner Electric Inc. Employe…$26MSaginaw Control & Engineering, Inc. Salary Savings PlanSaginaw Control & Engineerin…$26MResearch Products Corporation Production Staff 401(k) Savings PlanResearch Products Corporatio…$26M
End-of-year total assets ($M) among Dana Innovations, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN330005938
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Innovations, Inc.)

Sponsor-wide plan assets over time

All Dana Innovations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 73.66324840551796% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.5M $33.9M ▲ +73.7%
Year Plans Participants Total Assets
2022 1 220 $20M
2023 1 235 $26M
2024 1 240 $34M

Nearby 401(k) Plans in California

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

Dana Innovations, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dana Innovations, Inc. 401(k) Plan, Total assets ($B): 0.026051103 · Participants: 235Dana Innovations, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Dana Innovations, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dana Innovations, Inc. 401(k) Plan side-by-side with 3 peers →

Dana Innovations, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Olympia Federal Savings & Loan Association 401(k) Plan and Trust in WA ($26M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Dana Innovations, Inc. 401(k) Plan assets move in 2023? ▼
Dana Innovations, Inc. 401(k) Plan surged - up 33.5% during 2023, from $20M to $26M. Reported net income was $7M.
How have Dana Innovations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Innovations, Inc.'s sponsor-wide assets grew 73.7%, from $20M to $34M.
Where does Dana Innovations, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Dana Innovations, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dana Innovations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Olympia Federal Savings & Loan Association 401(k) Plan and Trust in WA ($26M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Dana Innovations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330005938.

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.