401(k) · DOL Form 5500 · 2024

Desiderata Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
26
Participants Small participant base
51st
Percentile by assets National rank
$312,231
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Desiderata Inc. Retirement Plan · Sponsored by Desiderata Inc. · Texas · Other Services

$8M in assets, 26 participants

Desiderata Inc.'s Desiderata Inc. Retirement Plan reported $8M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,514 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Desiderata Inc. Retirement Plan ranks #5,514 of 7,719 2024 filers by assets (247% of the sector average)-$8M for 26 participants.

#5,514
in Other Services (7,719 peers)
+5.2%
assets growth YoY

Desiderata Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Desiderata Inc. Retirement Plan vs every filed plan by assets

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

$8,118,012 Top 49% higher than 51% 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

Desiderata Inc. 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. Desiderata Inc. Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Desiderata Inc. Retirement Plan reported participants rose from 11 in the plan year 2023 filing to 26 in the plan year 2024 filing.
  • Desiderata Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $398K in the plan year 2024 filing.
  • Desiderata Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 842928679 · Desiderata Inc. PY 2024 · 401(k)

Desiderata Inc. Retirement Plan · $8M · 26 · 51st

  • ASSETS $8M
  • PCT 26
  • EIN 51st
  • RANK 401(k)
  • PHOTO near Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees
  • IND ind #5514

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 Other Services retirement plans → · Plans in Texas →

Desiderata Inc. Retirement Plan in the asset neighbourhood

Desiderata Inc. Retirement PlanDesiderata Inc. Retirement P…$8MIlwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained EmployeesIlwu-Pma Benefit Plans 401(k…$8MExo-S US, LLC 401(k) Plan$8MAbsolute Group 401(k) Plan$8MBiolog, Inc. 401(k) Retirement PlanBiolog, Inc. 401(k) Retireme…$8M
End-of-year total assets ($M) among Desiderata Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$398K
Employer EIN842928679
Plan Effective Date2019-09-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Desiderata Inc.)

Sponsor-wide plan assets over time

All Desiderata Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 54.71762265041302% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.25M $8.12M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 11 $5M
2023 1 11 $8M
2024 1 26 $8M

Nearby 401(k) Plans in Texas

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

Desiderata Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Desiderata Inc. Retirement Plan, Total assets ($B): 0.008118012 · Participants: 26Desiderata Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Desiderata Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Desiderata Inc. Retirement Plan side-by-side with 3 peers →

Desiderata Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees in CA ($8M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Desiderata Inc. Retirement Plan assets move in 2024? ▼
Desiderata Inc. Retirement Plan grew at a solid clip - up 5.2% during 2024, from $8M to $8M. Reported net income was $398K.
How have Desiderata Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Desiderata Inc.'s sponsor-wide assets grew 54.7%, from $5M to $8M.
Which 401(k) plans are similar in size to Desiderata Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ilwu-Pma Benefit Plans 401(k) Plan for Collectively Bargained Employees in CA ($8M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Desiderata Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (26 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 842928679.

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.