401(k) · DOL Form 5500 · 2024

Heaton Dainard, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
47
Participants Small participant base
28th
Percentile by assets National rank
$38,642
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heaton Dainard, LLC 401(k) Profit Sharing Plan · Sponsored by Heaton Dainard, LLC · Washington · Real Estate

$2M in assets, 47 participants

Heaton Dainard, LLC's Heaton Dainard, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,175 in Real Estate (4,605 peers)

2024 asset change

Heaton Dainard, LLC 401(k) Profit Sharing Plan grew sharply 17.4% in 2024 ($2M → $2M) for 47 participants.

#2,175
in Real Estate (4,605 peers)
+17.4%
assets growth YoY

Heaton Dainard, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Heaton Dainard, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,816,166 28th percentile higher than 28% 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

Heaton Dainard, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heaton Dainard, LLC 401(k) Profit Sharing Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heaton Dainard, LLC 401(k) Profit Sharing Plan reported net income rose from -$230K in the plan year 2023 filing to $270K in the plan year 2024 filing.
  • Heaton Dainard, LLC 401(k) Profit Sharing Plan reported participants rose from 37 in the plan year 2023 filing to 47 in the plan year 2024 filing.
  • Heaton Dainard, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 273432547 · Heaton Dainard, LLC PY 2024 · 401(k)

Heaton Dainard, LLC 401(k) Profit Sharing Plan · $2M · 47 · 28th

  • ASSETS $2M
  • PCT 47
  • EIN 28th
  • RANK 401(k)
  • PHOTO near United States Biological 401(k) Plan
  • IND ind #2175

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 Real Estate retirement plans → · Plans in Washington →

Heaton Dainard, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Heaton Dainard, LLC 401(k) Profit Sharing PlanHeaton Dainard, LLC 401(k) P…$2MUnited States Biological 401(k) PlanUnited States Biological 401…$2MAsk Staffing 401(k) Savings PlanAsk Staffing 401(k) Savings …$2MFinesse Embroideries, Inc. 401(k) Profit Sharing PlanFinesse Embroideries, Inc. 4…$2MMountain Quest Management, Inc. 401(k) PlanMountain Quest Management, I…$2M
End-of-year total assets ($M) among Heaton Dainard, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heaton Dainard, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Heaton Dainard, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.2419106230669543% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.78M $1.82M ▲ +2.2%
Year Plans Participants Total Assets
2022 1 27 $2M
2023 1 37 $2M
2024 1 47 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$270K
Employer EIN273432547
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Heaton Dainard, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Heaton Dainard, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001816166 · Participants: 47Heaton Dainard, LLC 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Heaton Dainard, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Heaton Dainard, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heaton Dainard, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is United States Biological 401(k) Plan in MA ($2M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Heaton Dainard, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Heaton Dainard, LLC 401(k) Profit Sharing Plan grew sharply - up 17.4% during 2024, from $2M to $2M. Reported net income was $270K.
How have Heaton Dainard, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heaton Dainard, LLC's sponsor-wide assets grew 2.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Heaton Dainard, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United States Biological 401(k) Plan in MA ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Heaton Dainard, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants, $35M 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 273432547.

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.