Profit Sharing · DOL Form 5500 · 2024
Dailey Holdings Inc. Profit Sharing Plan
Data updated 2026-08-25
- $224K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $55,927
- Avg per participant Low balance/head
Official DOL plan name: Dailey Holdings Inc. Retirement Plan · Sponsored by Dailey Holdings Inc. · Minnesota · Retail Trade
$224K in assets, 4 participants
Dailey Holdings Inc.'s Dailey Holdings Inc. Retirement Plan reported $224K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,498 in Retail Trade (8,048 peers)
Dailey Holdings Inc. multi-year trail
Dailey Holdings Inc.'s plans moved -29.8% in assets from 2022 to 2024; this filing shows Dailey Holdings Inc. Retirement Plan at $224K / 4 participants.
- #1,498
- in Retail Trade (8,048 peers)
- -20.9%
- assets change YoY
The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dailey Holdings Inc. Retirement Plan among the smaller filed plans by assets
Dailey Holdings Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$223,706 11th percentile higher than 11% 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
Dailey Holdings Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dailey Holdings Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dailey Holdings Inc. Retirement Plan reported net income fell from -$36K in the plan year 2023 filing to -$59K in the plan year 2024 filing.
- Dailey Holdings Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Dailey Holdings Inc. Retirement Plan end-of-year assets fell from $283K in the plan year 2023 filing to $224K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 815477346 · Dailey Holdings Inc. PY 2024 · Profit Sharing
Dailey Holdings Inc. Retirement Plan · $224K · 4 · 11th
- PHOTO $224K
- PHOTO 4
- PHOTO 11th
- PHOTO Profit Sharing
- PHOTO near Magpie Ventures Incorporated Profit Sharing Plan
- PHOTO ind #1498
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 Retail Trade retirement plans → · Plans in Minnesota →
Dailey Holdings Inc. Retirement Plan in the asset neighbourhood
Dailey Holdings Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dailey Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $224K 29.828072409715272% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $319K |
| 2023 | 1 | 3 | $283K |
| 2024 | 1 | 4 | $224K |
Dailey Holdings Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $283K |
|---|---|
| Net Assets (End of Year) | $224K |
| Net Income | -$59K |
| Employer EIN | 815477346 |
| Plan Effective Date | 2017-02-24 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
Dailey Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Magpie Ventures Incorporated Profit Sharing Plan in TN ($224K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.