401(k) · DOL Form 5500 · 2024

D & M Holdings Inc 401(k) Profit Sharing Plan & Trust

Data updated 2026-05-15

$274K
Total assets
115
Participants
13th
Percentile by assets
$2,382
Avg per participant

Sponsored by D & M Holdings Inc · California · Retail Trade

What the 2024 filing shows

D & M Holdings Inc 401(k) Profit Sharing Plan & Trust holds $274K for 115 participants - about $2,382 per participant, among the smaller plans by assets on file, up 50.6% over the 2024 plan year.

$274K
total plan assets (2024 EOY)
115
covered participants
13th
percentile by assets (of 116,472 plans)
$2,382
avg assets per participant
State
Industry
Retail Trade

401(k) · DOL Form 5500 · 2024

What the Filing Says About D & M Holdings Inc 401(k) Profit Sharing Plan & Trust

D & M Holdings Inc 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by D & M Holdings Inc, headquartered in California. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $274K in total end-of-year assets and covers 115 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 330879484, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets surged from $182K at the beginning of 2024 to $274K at year-end - up 50.6%. Net assets (after liabilities) closed the year at $274K, with reported net income of $92K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years D & M Holdings Inc has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $104K to $274K, a gain of 163.3%, while reported participants moved from 128 to 115 (-10.2%). The strongest year on file by total sponsor assets was 2024 at $274K; the softest was 2022 at $104K. Year-by-year, sponsor-wide filings show: 2022 - $104K in assets across 1 plan covering 128 participants; 2023 - $182K in assets across 1 plan covering 111 participants; 2024 - $274K in assets across 1 plan covering 115 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank D & M Holdings Inc 401(k) Profit Sharing Plan & Trust against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$182K
Total Assets (End of Year)$274K
Net Assets (End of Year)$274K
Net Income$92K
Plan Type401(k)
Employer EIN330879484
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D & M Holdings Inc)

Year Plans Participants Total Assets
2022 1 128 $104K
2023 1 111 $182K
2024 1 115 $274K

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the D & M Holdings Inc 401(k) Profit Sharing Plan & Trust?
As of the 2024 Form 5500 filing, D & M Holdings Inc 401(k) Profit Sharing Plan & Trust holds $274K in total assets with 115 participants. It is sponsored by D & M Holdings Inc.
What type of plan is D & M Holdings Inc 401(k) Profit Sharing Plan & Trust?
D & M Holdings Inc 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 330879484.
Who sponsors the D & M Holdings Inc 401(k) Profit Sharing Plan & Trust?
D & M Holdings Inc 401(k) Profit Sharing Plan & Trust is sponsored by D & M Holdings Inc, located in California. The sponsor's EIN is 330879484 and the plan operates in the Retail Trade industry.
How did D & M Holdings Inc 401(k) Profit Sharing Plan & Trust perform in 2024?
D & M Holdings Inc 401(k) Profit Sharing Plan & Trust surged - up 50.6% during 2024, moving from $182K to $274K in total assets. Net income was $92K.

What this filing means

Ways to act on D & M Holdings Inc 401(k) Profit Sharing Plan & Trust's numbers.

  • By total assets, D & M Holdings Inc 401(k) Profit Sharing Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • D & M Holdings Inc's sponsor-wide assets have grown 163.3% since 2022 across 3 plan years on file. More Retail Trade plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 330879484.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.