401(k) · DOL Form 5500 · 2024

Directed Equity, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
27th
Percentile by assets National rank
$134,891
Avg per participant Near avg balance/head
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Official DOL plan name: Directed Equity 401(k) Retirement Plan · Sponsored by Directed Equity, Inc. · Colorado · Professional & Technical Services

$2M in assets, 12 participants

Directed Equity, Inc.'s Directed Equity 401(k) Retirement Plan reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,590 in Professional & Technical Services (20,173 peers)

Directed Equity, Inc. multi-year trail

Directed Equity, Inc.'s plans moved -16.7% in assets from 2022 to 2024; this filing shows Directed Equity 401(k) Retirement Plan at $2M / 12 participants.

#4,590
in Professional & Technical Services (20,173 peers)
-16.8%
assets change YoY

The plan reported a net loss of $327K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Directed Equity 401(k) Retirement Plan among the smaller filed plans by assets

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

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

$1,618,694 27th percentile higher than 27% 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

Directed Equity 401(k) Retirement 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. Directed Equity 401(k) Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Directed Equity 401(k) Retirement Plan reported net income fell from $2K in the plan year 2023 filing to -$327K in the plan year 2024 filing.
  • Directed Equity 401(k) Retirement Plan end-of-year assets fell 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 201981338 · Directed Equity, Inc. PY 2024 · 401(k)

Directed Equity 401(k) Retirement Plan · $2M · 12 · 27th

  • PART $2M
  • PART 12
  • PART 27th
  • PART 401(k)
  • PART near Euroline 401(k) Plan
  • PART ind #4590

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 Colorado →

Directed Equity 401(k) Retirement Plan in the asset neighbourhood

Directed Equity 401(k) Retirement PlanDirected Equity 401(k) Retir…$2MEuroline 401(k) Plan$2MFoot & Ankle Center of Wenatchee, Ps 401(k) Profit Sharing PlanFoot & Ankle Center of Wenat…$2MKane and Koltun, Attorneys at Law Retirement PlanKane and Koltun, Attorneys a…$2MAltezza Holdings 401(k) Trust$2M
End-of-year total assets ($M) among Directed Equity 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Directed Equity, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Directed Equity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.718939398616627% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.94M $1.62M ▼ -16.5%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 12 $2M
2024 1 12 $2M

Directed Equity, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$327K
Employer EIN201981338
Plan Effective Date2005-01-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Directed Equity 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Directed Equity 401(k) Retirement Plan, Total assets ($B): 0.001618694 · Participants: 12Directed Equity 401(k) Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Directed Equity 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Directed Equity 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Euroline 401(k) Plan in CT ($2M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Directed Equity 401(k) Retirement Plan assets move in 2024? ▼
Directed Equity 401(k) Retirement Plan declined sharply - down 16.8% during 2024, from $2M to $2M. Reported net income was -$327K.
How have Directed Equity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Directed Equity, Inc.'s sponsor-wide assets declined 16.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Directed Equity 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Euroline 401(k) Plan in CT ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Directed Equity 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 201981338.

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.