401(k) · DOL Form 5500 · 2024

Diversified Trust Company, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
104
Participants Small participant base
83rd
Percentile by assets National rank
$428,978
Avg per participant High balance/head
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Official DOL plan name: Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Diversified Trust Company, Inc. · Tennessee · Finance & Insurance

$45M in assets, 104 participants

Diversified Trust Company, Inc.'s Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust reported $45M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,273 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust covers 104 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $45M.

#6,273
in Finance & Insurance (8,549 peers)
+14.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$44,613,748 Top 17% higher than 83% 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

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust 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. Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 100 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 621554452 · Diversified Trust Company, Inc. PY 2024 · 401(k)

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust · $45M · 104 · 83rd

  • BOOK $45M
  • BOOK 104
  • BOOK 83rd
  • BOOK 401(k)
  • BOOK near Zippy's 401(k) Profit Sharing Plan
  • BOOK ind #6273

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Dcor LLC 401(k) Plan$45MZippy's 401(k) Profit Sharing PlanZippy's 401(k) Profit Sharin…$45MDiversified Trust Company, Inc. 401(k) Profit Sharing Plan and TrustDiversified Trust Company, I…$45MC & a Tool Engineering, Inc. 401(k) Salary Reduction Plan and TrustC & a Tool Engineering, Inc.…$45MCipla USA 401(k) Plan$45M
End-of-year total assets ($M) among Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN621554452
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diversified Trust Company, Inc.)

Sponsor-wide plan assets over time

All Diversified Trust Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 14.490526852381166% vs 2023
2024 filing year
$38M$40M$42M$44M$46M 20232024 $39M $44.6M ▲ +14.5%
Year Plans Participants Total Assets
2023 1 100 $39M
2024 1 104 $45M

Nearby 401(k) Plans in Tennessee

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

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.044613748 · Participants: 104Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Zippy's 401(k) Profit Sharing Plan in HI ($45M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.5% during 2024, from $39M to $45M. Reported net income was $6M.
How have Diversified Trust Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Diversified Trust Company, Inc.'s sponsor-wide assets grew 14.5%, from $39M to $45M.
Where does Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Zippy's 401(k) Profit Sharing Plan in HI ($45M, 1,008 participants).
Which 401(k) plans cover a similar participant headcount to Diversified Trust Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 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 621554452.

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.