401(k) · DOL Form 5500 · 2024

Dls Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
36th
Percentile by assets National rank
$315,714
Avg per participant High balance/head
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Official DOL plan name: Dls Investments, Inc. Pension Transfer Trust Plan · Sponsored by Dls Investments, Inc. · Illinois · Wholesale Trade

$3M in assets, 11 participants

Dls Investments, Inc.'s Dls Investments, Inc. Pension Transfer Trust Plan reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,531 in Wholesale Trade (6,080 peers)

Dls Investments, Inc. multi-year trail

Dls Investments, Inc.'s plans moved +63.2% in assets from 2022 to 2024; this filing shows Dls Investments, Inc. Pension Transfer Trust Plan at $3M / 11 participants.

#1,531
in Wholesale Trade (6,080 peers)
+12.7%
assets growth YoY

Dls Investments, Inc. Pension Transfer Trust Plan's mid-pack asset rank among Wholesale Trade and all filers

Dls Investments, Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$3,472,849 36th percentile higher than 36% 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

Dls Investments, Inc. Pension Transfer Trust 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. Dls Investments, Inc. Pension Transfer Trust Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dls Investments, Inc. Pension Transfer Trust Plan reported net income fell from $955K in the plan year 2023 filing to $391K in the plan year 2024 filing.
  • Dls Investments, Inc. Pension Transfer Trust Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Dls Investments, Inc. Pension Transfer Trust Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200868012 · Dls Investments, Inc. PY 2024 · 401(k)

Dls Investments, Inc. Pension Transfer Trust Plan · $3M · 11 · 36th

  • ASSETS $3M
  • ASSETS 11
  • ASSETS 36th
  • ASSETS 401(k)
  • ASSETS near Metro Homes, Inc. Profit Sharing Plan
  • ASSETS ind #1531

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 Illinois →

Dls Investments, Inc. Pension Transfer Trust Plan in the asset neighbourhood

Dls Investments, Inc. Pension Transfer Trust PlanDls Investments, Inc. Pensio…$3MMetro Homes, Inc. Profit Sharing PlanMetro Homes, Inc. Profit Sha…$3MMilne Shaw & Robillard PC 401(k) Profit Sharing Plan & TrustMilne Shaw & Robillard PC 40…$3MAllied Diagnostic Pathology 401(k) Profit Sharing PlanAllied Diagnostic Pathology …$3MCharles Boyd Chevrolet-Cadillac-Buick-Gmc, Inc. 401(k) PlanCharles Boyd Chevrolet-Cadil…$3M
End-of-year total assets ($M) among Dls Investments, Inc. Pension Transfer Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dls Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dls Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.24619753319711% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.13M $3.47M ▲ +62.9%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $3M
2024 1 11 $3M

Dls Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$391K
Employer EIN200868012
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Dls Investments, Inc. Pension Transfer Trust Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Dls Investments, Inc. Pension Transfer Trust Plan, Total assets ($B): 0.003472849 · Participants: 11Dls Investments, Inc. Pension Transfer Trust PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Dls Investments, Inc. Pension Transfer Trust Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Dls Investments, Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Dls Investments, Inc. Pension Transfer Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Metro Homes, Inc. Profit Sharing Plan in DC ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Dls Investments, Inc. Pension Transfer Trust Plan assets move in 2024? ▼
Dls Investments, Inc. Pension Transfer Trust Plan grew at a solid clip - up 12.7% during 2024, from $3M to $3M. Reported net income was $391K.
How have Dls Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dls Investments, Inc.'s sponsor-wide assets grew 63.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Dls Investments, Inc. Pension Transfer Trust Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metro Homes, Inc. Profit Sharing Plan in DC ($3M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Dls Investments, Inc. Pension Transfer Trust Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 200868012.

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.