401(k) · DOL Form 5500 · 2024

Day One Perspective, LLC Dba Day One Agency 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
183
Participants Below avg headcount
60th
Percentile by assets National rank
$65,205
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Day One Agency 401(k) Plan · Sponsored by Day One Perspective, LLC Dba Day One Agency · New York · Professional & Technical Services

$12M in assets, 183 participants

Day One Perspective, LLC Dba Day One Agency's Day One Agency 401(k) Plan reported $12M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,724 in Professional & Technical Services (20,173 peers)

Coverage in New York

Day One Agency 401(k) Plan covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $12M.

#11,724
in Professional & Technical Services (20,173 peers)
+35.6%
assets growth YoY

Day One Agency 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Day One Agency 401(k) Plan vs every filed plan by assets

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

$11,932,427 Top 40% higher than 60% 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

Day One Agency 401(k) Plan 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. Day One Agency 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Day One Agency 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Day One Agency 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 461631561 · Day One Perspective, LLC Dba Day One Agency PY 2024 · 401(k)

Day One Agency 401(k) Plan · $12M · 183 · 60th

  • SCH $12M
  • EBSA 183
  • PART 60th
  • TYPE 401(k)
  • NET near Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #11724

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 New York →

Day One Agency 401(k) Plan in the asset neighbourhood

Day One Agency 401(k) Plan$12MSooner Southwest Bankshares, Inc. 401(k) Profit Sharing PlanSooner Southwest Bankshares,…$12MTwist, Inc. Profit Sharing Plan and TrustTwist, Inc. Profit Sharing P…$12MBuilding Industry Association 401(k) PlanBuilding Industry Associatio…$12MIp Services 401(k) Profit Sharing PlanIp Services 401(k) Profit Sh…$12M
End-of-year total assets ($M) among Day One Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN461631561
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Day One Perspective, LLC Dba Day One Agency)

Sponsor-wide plan assets over time

All Day One Perspective, LLC Dba Day One Agency plans reported in each filing year

Latest sponsor-wide plan assets
$12M 103.22700744633761% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.87M $11.9M ▲ +103.2%
Year Plans Participants Total Assets
2022 1 155 $6M
2023 1 182 $9M
2024 1 183 $12M

Nearby 401(k) Plans in New York

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

Day One Agency 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Day One Agency 401(k) Plan, Total assets ($B): 0.011932427 · Participants: 183Day One Agency 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Day One Agency 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Day One Agency 401(k) Plan side-by-side with 3 peers →

Day One Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan in OK ($12M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Day One Agency 401(k) Plan assets move in 2024? ▼
Day One Agency 401(k) Plan surged - up 35.6% during 2024, from $9M to $12M. Reported net income was $3M.
How have Day One Perspective, LLC Dba Day One Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Day One Perspective, LLC Dba Day One Agency's sponsor-wide assets grew 103.2%, from $6M to $12M.
Which 401(k) plans are similar in size to Day One Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sooner Southwest Bankshares, Inc. 401(k) Profit Sharing Plan in OK ($12M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Day One Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 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 461631561.

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.