401(k) · DOL Form 5500 · 2024

Documation, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
183
Participants Below avg headcount
59th
Percentile by assets National rank
$62,113
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Documation 401(k) Retirement Plan · Sponsored by Documation, Inc. · Texas · Wholesale Trade

$11M in assets, 183 participants

Documation, Inc.'s Documation 401(k) Retirement Plan reported $11M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,057 in Wholesale Trade (6,080 peers)

Coverage in Texas

Documation 401(k) Retirement Plan covers 183 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#3,057
in Wholesale Trade (6,080 peers)
+14.1%
assets growth YoY

Documation 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Documation 401(k) Retirement Plan vs every filed plan by assets

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

$11,366,681 Top 41% higher than 59% 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

Documation 401(k) Retirement 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. Documation 401(k) Retirement Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Documation 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Documation 401(k) Retirement Plan reported participants rose from 147 in the plan year 2023 filing to 183 in the plan year 2024 filing.
  • Documation 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 742569756 · Documation, Inc. PY 2024 · 401(k)

Documation 401(k) Retirement Plan · $11M · 183 · 59th

  • EBSA $11M
  • EBSA 183
  • EBSA 59th
  • EBSA 401(k)
  • EBSA near Peoples National Bank of Kewanee Profit Sharing Plan
  • EBSA ind #3057

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 →

Documation 401(k) Retirement Plan in the asset neighbourhood

Documation 401(k) Retirement PlanDocumation 401(k) Retirement…$11MPeoples National Bank of Kewanee Profit Sharing PlanPeoples National Bank of Kew…$11MZymo Research 401(k) Plan$11MAxseum, Inc. 401(k) Profit Sharing Plan & TrustAxseum, Inc. 401(k) Profit S…$11MSbera 401(k) Plan as Adopted by Winchester Savings BankSbera 401(k) Plan as Adopted…$11M
End-of-year total assets ($M) among Documation 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN742569756
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Documation, Inc.)

Sponsor-wide plan assets over time

All Documation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 50.5170784804327% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.55M $11.4M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 134 $8M
2023 1 147 $10M
2024 1 183 $11M

Nearby 401(k) Plans in Texas

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

Documation 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Documation 401(k) Retirement Plan, Total assets ($B): 0.011366681 · Participants: 183Documation 401(k) Retirement 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
Documation 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Documation 401(k) Retirement Plan side-by-side with 3 peers →

Documation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Peoples National Bank of Kewanee Profit Sharing Plan in IL ($11M); by covered participants it is Boone Drugs, Inc. Savings Plus Plan in NC (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Documation 401(k) Retirement Plan assets move in 2024? ▼
Documation 401(k) Retirement Plan grew at a solid clip - up 14.1% during 2024, from $10M to $11M. Reported net income was $1M.
How have Documation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Documation, Inc.'s sponsor-wide assets grew 50.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Documation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peoples National Bank of Kewanee Profit Sharing Plan in IL ($11M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Documation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boone Drugs, Inc. Savings Plus Plan in NC (183 participants, $8M 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 742569756.

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.