401(k) · DOL Form 5500 · 2024

Data Analysis, Inc. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
756
Participants Near avg headcount
90th
Percentile by assets National rank
$118,787
Avg per participant Near avg balance/head
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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.

  • #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.

#852
in Management of Enterprises (1,133 peers)
+19.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Data Analysis, Inc. Investment Plan and Trust's outsized position 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

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

Data Analysis, Inc. Investment Plan and Trust 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. Data Analysis, Inc. Investment Plan and Trust sits mid-pack in the medium band (756 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953936696 · Data Analysis, Inc. PY 2024 · 401(k)

Data Analysis, Inc. Investment Plan and Trust · $90M · 756 · 90th

  • RANK $90M
  • PHOTO 756
  • IND 90th
  • EOY 401(k)
  • 5500 near Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan
  • ASSETS ind #852

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 Management of Enterprises retirement plans → · Plans in California →

Data Analysis, Inc. Investment Plan and Trust in the asset neighbourhood

Linklaters LLP 401(k) Profit Sharing PlanLinklaters LLP 401(k) Profit…$90MData Analysis, Inc. Investment Plan and TrustData Analysis, Inc. Investme…$90MTinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings PlanTinker Federal Credit Union …$90MDenny's 401(k) Plan$90MLightbox Employer, L.L.C. Retirement PlanLightbox Employer, L.L.C. Re…$90M
End-of-year total assets ($M) among Data Analysis, Inc. Investment Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$90M
Net Income$14M
Employer EIN953936696
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Data Analysis, Inc.)

Sponsor-wide plan assets over time

All Data Analysis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 41.651469164920016% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.4M $89.8M ▲ +41.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Data Analysis, Inc. Investment Plan and Trust, Total assets ($B): 0.089802687 · Participants: 756Data Analysis, Inc. Investment Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Data Analysis, Inc. Investment Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Data Analysis, Inc. Investment Plan and Trust side-by-side with 3 peers →

Data Analysis, Inc. Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan in OK ($90M); by covered participants it is USA Compression 401(k) Plan in TX (756 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (756 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 Data Analysis, Inc. Investment Plan and Trust assets move in 2024? ▼
Data Analysis, Inc. Investment Plan and Trust grew sharply - up 19.2% during 2024, from $75M to $90M. Reported net income was $14M.
How have Data Analysis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Data Analysis, Inc.'s sponsor-wide assets grew 41.7%, from $63M to $90M.
Where does Data Analysis, Inc. Investment Plan and Trust rank by assets among Form 5500 filers? ▼
Data Analysis, Inc. Investment Plan and Trust ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Data Analysis, Inc. Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan in OK ($90M, 1,189 participants).
Which 401(k) plans cover a similar participant headcount to Data Analysis, Inc. Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Compression 401(k) Plan in TX (756 participants, $74M 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 953936696.

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.