401(k)
2024 plan-year 401(k) DOL Form 5500

Dismas Charities, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Dismas Charities, Inc. · Kentucky · Healthcare & Social Assistance

What the 2023 filing shows

Dismas Charities, Inc. Retirement Plan holds $39M for 594 participants — about $65,413 per participant, down 10.6% over the 2024 plan year.

$39M
total plan assets (2024 EOY)
594
covered participants
$65,413
avg assets per participant
-10.6%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$39M
Participants
594
State
Industry
Healthcare & Social Assistance

What the Filing Says About Dismas Charities, Inc. Retirement Plan

Dismas Charities, Inc. Retirement Plan is a 401(k) retirement plan sponsored by Dismas Charities, Inc., headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 594 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 610663854, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2024 to $39M at year-end — a decline of 10.6%. Net assets (after liabilities) closed the year at $39M, with reported net income of $-4,585,177 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$39M
Net Assets (End of Year)$39M
Net Income$-4,585,177
Plan Type401(k)
Employer EIN610663854
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dismas Charities, Inc.)

Year Plans Participants Total Assets
2022 1 478 $37M
2023 1 540 $43M
2024 1 594 $39M

Nearby 401(k) Plans in Kentucky

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Frequently Asked Questions

How much money is in the Dismas Charities, Inc. Retirement Plan?
As of the 2024 Form 5500 filing, Dismas Charities, Inc. Retirement Plan holds $39M in total assets with 594 participants. It is sponsored by Dismas Charities, Inc..
What type of plan is Dismas Charities, Inc. Retirement Plan?
Dismas Charities, Inc. Retirement Plan is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 610663854.
Who sponsors the Dismas Charities, Inc. Retirement Plan?
Dismas Charities, Inc. Retirement Plan is sponsored by Dismas Charities, Inc., located in Kentucky. The sponsor's EIN is 610663854 and the plan operates in the Healthcare & Social Assistance industry.
How did Dismas Charities, Inc. Retirement Plan perform in 2024?
Dismas Charities, Inc. Retirement Plan declined by 10.6% during 2024, moving from $43M to $39M in total assets. Net income was $-4,585,177.
Where can I find official filings for Dismas Charities, Inc. Retirement Plan?
Official Form 5500 filings for Dismas Charities, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610663854 or plan name at efast.dol.gov.
How does Dismas Charities, Inc. Retirement Plan compare to other plans?
You can compare Dismas Charities, Inc. Retirement Plan against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 610663854.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.