401(k) · DOL Form 5500 · 2024

Allen Samuels Waco Dcj, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 249
Participants Below avg headcount: 42nd
Percentile by assets National rank: $20,583
Avg per participant Low balance/head

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Official DOL plan name: Allen Samuels Retirement Plan · Sponsored by Allen Samuels Waco Dcj, Inc. · Texas · Wholesale Trade

$5M in assets, 249 participants

Allen Samuels Waco Dcj, Inc.'s Allen Samuels Retirement Plan reported $5M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#1,958 in Wholesale Trade (6,080 peers)

Coverage in Texas

Allen Samuels Retirement Plan covers 249 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#1,958
in Wholesale Trade (6,080 peers): +18.0%
assets growth YoY

Allen Samuels Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Allen Samuels Retirement Plan vs every filed plan by assets

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

$5,125,277 42nd percentile higher than 42% 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

Allen Samuels Retirement 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. Allen Samuels Retirement Plan sits mid-pack in the medium band (249 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Allen Samuels Retirement Plan reported net income rose from $644K in the plan year 2023 filing to $780K in the plan year 2024 filing.
Allen Samuels Retirement Plan reported participants fell from 306 in the plan year 2023 filing to 249 in the plan year 2024 filing.
Allen Samuels Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270364992 · Allen Samuels Waco Dcj, Inc. PY 2024 · 401(k)

Allen Samuels Retirement Plan · $5M · 249 · 42nd

5500 $5M
ASSETS 249
PCT 42nd
EIN 401(k)
RANK near The Wilson Law Group 401(k) Profit Sharing Plan
PHOTO ind #1958

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 Wholesale Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Allen Samuels Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$780K
Employer EIN	270364992
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Allen Samuels Waco Dcj, Inc.)

Latest sponsor-wide plan assets: $5M 38.464491518326305% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	357	$4M
2023	1	306	$4M
2024	1	249	$5M

Nearby 401(k) Plans in Texas

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

Allen Samuels Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Allen Samuels Retirement Plan side-by-side with 3 peers →

Allen Samuels Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Wilson Law Group 401(k) Profit Sharing Plan in AR ($5M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

The Wilson Law Group 401(k) Profit Sharing Plan (AR) $5M · 29
Gloria Dei Communities Corp. 401(k) Retirement Savings Plan (PA) $5M · 147
Hrw Resources, Inc. Profit Sharing Plan (CT) $5M · 6
Eastgate Group 401(k) Plan (OH) $5M · 36

Similar participant headcount

Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.

Treeline Inc. 401(k) Plan (CA) 249 · 0 off
Premier Health Services, Inc. 401 (K) Plan (DC) 249 · 0 off
Eastern Roofing Systems, Inc. 401(k) Plan (PA) 249 · 0 off
Nts Development Company Retirement Savings Plan (KY) 249 · 0 off

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 Allen Samuels Retirement Plan assets move in 2024? ▼

Allen Samuels Retirement Plan grew sharply - up 18.0% during 2024, from $4M to $5M. Reported net income was $780K.

How have Allen Samuels Waco Dcj, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Allen Samuels Waco Dcj, Inc.'s sponsor-wide assets grew 38.5%, from $4M to $5M.

Which 401(k) plans are similar in size to Allen Samuels Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Wilson Law Group 401(k) Profit Sharing Plan in AR ($5M, 29 participants).

Which 401(k) plans cover a similar participant headcount to Allen Samuels Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Treeline Inc. 401(k) Plan in CA (249 participants, $29K 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 270364992.