401(k) · DOL Form 5500 · 2024

David Sutherland, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
316
Participants Below avg headcount
69th
Percentile by assets National rank
$58,527
Avg per participant Low balance/head
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Official DOL plan name: David Sutherland LLC 401(k) Plan · Sponsored by David Sutherland, LLC · Texas · Wholesale Trade

$18M in assets, 316 participants

David Sutherland, LLC's David Sutherland LLC 401(k) Plan reported $18M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,883 in Wholesale Trade (6,080 peers)

Coverage in Texas

David Sutherland LLC 401(k) Plan covers 316 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#3,883
in Wholesale Trade (6,080 peers)
+24.8%
assets growth YoY

David Sutherland LLC 401(k) Plan's outsized position by total assets

David Sutherland LLC 401(k) Plan vs every filed plan by assets

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

$18,494,453 Top 31% higher than 69% of 123,620 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 2024

David Sutherland LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Sutherland LLC 401(k) Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David Sutherland LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • David Sutherland LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • David Sutherland LLC 401(k) Plan reported participants fell from 325 in the plan year 2023 filing to 316 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751562936 · David Sutherland, LLC PY 2024 · 401(k)

David Sutherland LLC 401(k) Plan · $18M · 316 · 69th

  • VS-ST $18M
  • BOY 316
  • SCH 69th
  • EBSA 401(k)
  • PART near Polygon US Corporation 401(k) Savings Plan
  • TYPE ind #3883

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 Wholesale Trade retirement plans → · Plans in Texas →

David Sutherland LLC 401(k) Plan in the asset neighbourhood

David Sutherland LLC 401(k) PlanDavid Sutherland LLC 401(k) …$18MPolygon US Corporation 401(k) Savings PlanPolygon US Corporation 401(k…$18MPharmacann 401(k) Plan$18MSunshine Quality Solutions 401(k) PlanSunshine Quality Solutions 4…$18MCba Industries, Inc. Savings & Retirement PlanCba Industries, Inc. Savings…$18M
End-of-year total assets ($M) among David Sutherland LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN751562936
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Sutherland, LLC)

Sponsor-wide plan assets over time

All David Sutherland, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 60.19213750790482% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.6M $18.5M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 300 $12M
2023 1 325 $15M
2024 1 316 $18M

Nearby 401(k) Plans in Texas

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

David Sutherland LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants David Sutherland LLC 401(k) Plan, Total assets ($B): 0.018494453 · Participants: 316David Sutherland LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
David Sutherland LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare David Sutherland LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Polygon US Corporation 401(k) Savings Plan in MA ($18M); by covered participants it is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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.

Frequently Asked Questions

How did David Sutherland LLC 401(k) Plan assets move in 2024? ▼
David Sutherland LLC 401(k) Plan grew sharply - up 24.8% during 2024, from $15M to $18M. Reported net income was $4M.
How have David Sutherland, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Sutherland, LLC's sponsor-wide assets grew 60.2%, from $12M to $18M.
Which 401(k) plans are similar in size to David Sutherland LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polygon US Corporation 401(k) Savings Plan in MA ($18M, 142 participants).
Which 401(k) plans cover a similar participant headcount to David Sutherland LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants, N/A 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 751562936.

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.