401(k) · DOL Form 5500 · 2024

Direct Relief 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
130
Participants Small participant base
72nd
Percentile by assets National rank
$172,532
Avg per participant Above avg balance/head
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Official DOL plan name: Direct Relief 401(k) Profit Sharing Plan & Trust · Sponsored by Direct Relief · California · Healthcare & Social Assistance

$22M in assets, 130 participants

Direct Relief's Direct Relief 401(k) Profit Sharing Plan & Trust reported $22M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,963 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Direct Relief 401(k) Profit Sharing Plan & Trust covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $22M.

#12,963
in Healthcare & Social Assistance (16,916 peers)
+19.2%
assets growth YoY

Direct Relief 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Direct Relief 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$22,429,148 Top 28% higher than 72% 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

Direct Relief 401(k) Profit Sharing Plan & Trust 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. Direct Relief 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Direct Relief 401(k) Profit Sharing Plan & Trust reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Direct Relief 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Direct Relief 401(k) Profit Sharing Plan & Trust reported participants rose from 124 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 951831116 · Direct Relief PY 2024 · 401(k)

Direct Relief 401(k) Profit Sharing Plan & Trust · $22M · 130 · 72nd

  • BOOK $22M
  • BOOK 130
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan
  • BOOK ind #12963

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Direct Relief 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Direct Relief 401(k) Profit Sharing Plan & TrustDirect Relief 401(k) Profit …$22MBliffert Lumber & Fuel Company Inc. Profit Sharing PlanBliffert Lumber & Fuel Compa…$22MNomi Health 401(k) Plan$22MXl Scientific, LLC. 401(k) Profit Sharing PlanXl Scientific, LLC. 401(k) P…$22MAnchor Point Management Group Employee Benefit PlanAnchor Point Management Grou…$22M
End-of-year total assets ($M) among Direct Relief 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN951831116
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Direct Relief)

Sponsor-wide plan assets over time

All Direct Relief plans reported in each filing year

Latest sponsor-wide plan assets
$22M 61.5397607089697% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.4M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 114 $14M
2023 1 124 $19M
2024 1 130 $22M

Nearby 401(k) Plans in California

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

Direct Relief 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Direct Relief 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.022429148 · Participants: 130Direct Relief 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Direct Relief 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Direct Relief 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Direct Relief 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan in WI ($22M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Direct Relief 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Direct Relief 401(k) Profit Sharing Plan & Trust grew sharply - up 19.2% during 2024, from $19M to $22M. Reported net income was $4M.
How have Direct Relief plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Direct Relief's sponsor-wide assets grew 61.5%, from $14M to $22M.
Which 401(k) plans are similar in size to Direct Relief 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bliffert Lumber & Fuel Company Inc. Profit Sharing Plan in WI ($22M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Direct Relief 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 951831116.

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.