401(k) · DOL Form 5500 · 2024

David&goliath, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
162
Participants Small participant base
78th
Percentile by assets National rank
$193,464
Avg per participant Above avg balance/head
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Official DOL plan name: David&goliath Employees 401(k)/Profit Sharing Plan · Sponsored by David&goliath, LLC · California · Professional & Technical Services

$31M in assets, 162 participants

David&goliath, LLC's David&goliath Employees 401(k)/Profit Sharing Plan reported $31M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,753 in Professional & Technical Services (20,173 peers)

Coverage in California

David&goliath Employees 401(k)/Profit Sharing Plan covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $31M.

#15,753
in Professional & Technical Services (20,173 peers)
+17.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

David&goliath Employees 401(k)/Profit Sharing Plan's outsized position by total assets

David&goliath Employees 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$31,341,236 Top 22% higher than 78% 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&goliath Employees 401(k)/Profit Sharing 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&goliath Employees 401(k)/Profit Sharing Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David&goliath Employees 401(k)/Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • David&goliath Employees 401(k)/Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134088671 · David&goliath, LLC PY 2024 · 401(k)

David&goliath Employees 401(k)/Profit Sharing Plan · $31M · 162 · 78th

  • EIN $31M
  • EIN 162
  • EIN 78th
  • EIN 401(k)
  • EIN near Packaging Specialties 401(k) Employee Savings & Protection Plan
  • EIN ind #15753

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 California →

David&goliath Employees 401(k)/Profit Sharing Plan in the asset neighbourhood

David&goliath Employees 401(k)/Profit Sharing PlanDavid&goliath Employees 401(…$31MPackaging Specialties 401(k) Employee Savings & Protection PlanPackaging Specialties 401(k)…$31MRoquette America, Inc. Bargaining Unit Savings PlanRoquette America, Inc. Barga…$31MSandy Alexander, Inc. Retirement Savings PlanSandy Alexander, Inc. Retire…$31MBest Line Leasing, Inc. 401(k) PlanBest Line Leasing, Inc. 401(…$31M
End-of-year total assets ($M) among David&goliath Employees 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN134088671
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David&goliath, LLC)

Sponsor-wide plan assets over time

All David&goliath, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.62167939865825% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $31.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 184 $23M
2023 1 162 $27M
2024 1 162 $31M

Nearby 401(k) Plans in California

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

David&goliath Employees 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants David&goliath Employees 401(k)/Profit Sharing Plan, Total assets ($B): 0.031341236 · Participants: 162David&goliath Employees 401(k)/Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
David&goliath Employees 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare David&goliath Employees 401(k)/Profit Sharing Plan side-by-side with 3 peers →

David&goliath Employees 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Packaging Specialties 401(k) Employee Savings & Protection Plan in AR ($31M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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&goliath Employees 401(k)/Profit Sharing Plan assets move in 2024? ▼
David&goliath Employees 401(k)/Profit Sharing Plan grew sharply - up 17.0% during 2024, from $27M to $31M. Reported net income was $5M.
How have David&goliath, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David&goliath, LLC's sponsor-wide assets grew 37.6%, from $23M to $31M.
Where does David&goliath Employees 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
David&goliath Employees 401(k)/Profit Sharing Plan ranks in the 78th 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 David&goliath Employees 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Packaging Specialties 401(k) Employee Savings & Protection Plan in AR ($31M, 322 participants).
Which 401(k) plans cover a similar participant headcount to David&goliath Employees 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 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 134088671.

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.