401(k) · DOL Form 5500 · 2024
Dempsey, Vantrease & Follis, PLLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $302,952
- Avg per participant High balance/head
Official DOL plan name: Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust · Sponsored by Dempsey, Vantrease & Follis, PLLC · Tennessee · Professional & Technical Services
$11M in assets, 36 participants
Dempsey, Vantrease & Follis, PLLC's Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #11,285 in Professional & Technical Services (20,173 peers)
Dempsey, Vantrease & Follis, PLLC multi-year trail
Dempsey, Vantrease & Follis, PLLC's plans moved +38.6% in assets from 2022 to 2024; this filing shows Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust at $11M / 36 participants.
- #11,285
- in Professional & Technical Services (20,173 peers)
- +19.0%
- assets growth YoY
Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,906,276 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust reported participants fell from 37 in the plan year 2023 filing to 36 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 621736974 · Dempsey, Vantrease & Follis, PLLC PY 2024 · 401(k)
Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust · $11M · 36 · 58th
- BOY $11M
- SCH 36
- EBSA 58th
- PART 401(k)
- TYPE near Highlands Ventures, LLC 401(k) Plan
- NET ind #11285
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 Tennessee →
Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Dempsey, Vantrease & Follis, PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Dempsey, Vantrease & Follis, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 38.63784455513836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $8M |
| 2023 | 1 | 37 | $9M |
| 2024 | 1 | 36 | $11M |
Dempsey, Vantrease & Follis, PLLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 621736974 |
| Plan Effective Date | 1998-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Dempsey, Vantrease & Follis, PLLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Highlands Ventures, LLC 401(k) Plan in PA ($11M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Highlands Ventures, LLC 401(k) Plan (PA) $11M · 58
- Nickles Bakery 401(k) Plan for Bargaining Employees (OH) $11M · 679
- Spycloud, Inc. 401(k) Plan (TX) $11M · 175
- Golden Key Group 401(k) Plan (VA) $11M · 206
Similar participant headcount
Nearest other-state filings by covered participants (36 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.