401(k) · DOL Form 5500 · 2024
Data Analysis, Inc. 401(k) Plan
Data updated 2026-08-11
- $90M
- Total assets
- 756
- Participants
- 90th
- Percentile by assets
- $118,787
- Avg per participant
Official DOL plan name: Data Analysis, Inc. Investment Plan and Trust · Sponsored by Data Analysis, Inc. · California · Management of Enterprises
$90M in assets, 756 participants
Data Analysis, Inc.'s Data Analysis, Inc. Investment Plan and Trust reported $90M in total assets and 756 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 123,622 plans)
- #852 in Management of Enterprises (1,133 peers)
Where Data Analysis, Inc. Investment Plan and Trust sits by assets
Data Analysis, Inc. Investment Plan and Trust sits in the top 10% of all filed plans by assets, $90M for 756 participants (~$118,787/participant), up 19.2% in 2024.
- $90M
- total plan assets (2024 EOY)
- 756
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $118,787
- avg assets per participant
Where Data Analysis, Inc. Investment Plan and Trust sits by total assets
Data Analysis, Inc. Investment Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$89,802,687 Top 10% higher than 90% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Data Analysis, Inc. Investment Plan and Trust reported net income rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Data Analysis, Inc. Investment Plan and Trust end-of-year assets rose from $75M in the plan year 2023 filing to $90M in the plan year 2024 filing.
- Data Analysis, Inc. Investment Plan and Trust reported participants rose from 662 in the plan year 2023 filing to 756 in the plan year 2024 filing.
Data Analysis, Inc. Investment Plan and Trust vs the 2024 asset distribution
By assets, Data Analysis, Inc. Investment Plan and Trust outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $14M |
| Employer EIN | 953936696 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Data Analysis, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 597 | $63M |
| 2023 | 1 | 662 | $75M |
| 2024 | 1 | 756 | $90M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Data Analysis, Inc. Investment Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Data Analysis, Inc. Investment Plan and Trust by total assets, not by location.
- Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan (OK) $90M · 1,189
- Denny's 401(k) Plan (SC) $90M · 2,659
- Lightbox Employer, L.L.C. Retirement Plan (CT) $90M · 485
- Linklaters LLP 401(k) Profit Sharing Plan (NY) $90M · 120
Frequently Asked Questions
How did Data Analysis, Inc. Investment Plan and Trust assets move in 2024? ▼
How have Data Analysis, Inc. plan assets changed over time? ▼
Where does Data Analysis, Inc. Investment Plan and Trust rank by assets among Form 5500 filers? ▼
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Ways to act on Data Analysis, Inc. Investment Plan and Trust's numbers.
- By total assets, Data Analysis, Inc. Investment Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Data Analysis, Inc.'s sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Management of Enterprises plans