401(k) · DOL Form 5500 · 2024

Dale Carnegie & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
70
Participants Small participant base
66th
Percentile by assets National rank
$230,278
Avg per participant Above avg balance/head
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Official DOL plan name: Dale Carnegie & Associates, Inc. Savings and Investment Plan · Sponsored by Dale Carnegie & Associates, Inc. · New York · Educational Services

$16M in assets, 70 participants

Dale Carnegie & Associates, Inc.'s Dale Carnegie & Associates, Inc. Savings and Investment Plan reported $16M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,763 in Educational Services (3,638 peers)

Dale Carnegie & Associates, Inc. multi-year trail

Dale Carnegie & Associates, Inc.'s plans moved +40.8% in assets from 2022 to 2024; this filing shows Dale Carnegie & Associates, Inc. Savings and Investment Plan at $16M / 70 participants.

#1,763
in Educational Services (3,638 peers)
+8.6%
assets growth YoY

Dale Carnegie & Associates, Inc. Savings and Investment Plan's mid-pack asset rank among Educational Services and all filers

Dale Carnegie & Associates, Inc. Savings and Investment Plan vs every filed plan by assets

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

$16,119,452 Top 34% higher than 66% 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

Dale Carnegie & Associates, Inc. Savings and Investment 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. Dale Carnegie & Associates, Inc. Savings and Investment Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dale Carnegie & Associates, Inc. Savings and Investment Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Dale Carnegie & Associates, Inc. Savings and Investment Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Dale Carnegie & Associates, Inc. Savings and Investment Plan reported participants rose from 65 in the plan year 2023 filing to 70 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131805573 · Dale Carnegie & Associates, Inc. PY 2024 · 401(k)

Dale Carnegie & Associates, Inc. Savings and Investment Plan · $16M · 70 · 66th

  • PCT $16M
  • PCT 70
  • PCT 66th
  • PCT 401(k)
  • PCT near Caldwell Companies 401(k) Profit Sharing Plan
  • PCT ind #1763

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 Educational Services retirement plans → · Plans in New York →

Dale Carnegie & Associates, Inc. Savings and Investment Plan in the asset neighbourhood

Dale Carnegie & Associates, Inc. Savings and Investment PlanDale Carnegie & Associates, …$16MCaldwell Companies 401(k) Profit Sharing PlanCaldwell Companies 401(k) Pr…$16MNational Van Lines Inc. 401(k) PlanNational Van Lines Inc. 401(…$16MArc Home 401(k) Plan$16MPlanned Parenthood Ncsnj Retirement PlanPlanned Parenthood Ncsnj Ret…$16M
End-of-year total assets ($M) among Dale Carnegie & Associates, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dale Carnegie & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dale Carnegie & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 40.79105251178204% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.1M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 62 $11M
2023 1 65 $15M
2024 1 70 $16M

Dale Carnegie & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN131805573
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Dale Carnegie & Associates, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Dale Carnegie & Associates, Inc. Savings and Investment Plan, Total assets ($B): 0.016119452 · Participants: 70Dale Carnegie & Associates, Inc. Savings and Investment PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Dale Carnegie & Associates, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Dale Carnegie & Associates, Inc. Savings and Investment Plan side-by-side with 3 peers →

Dale Carnegie & Associates, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Caldwell Companies 401(k) Profit Sharing Plan in TX ($16M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Dale Carnegie & Associates, Inc. Savings and Investment Plan assets move in 2024? ▼
Dale Carnegie & Associates, Inc. Savings and Investment Plan grew at a solid clip - up 8.6% during 2024, from $15M to $16M. Reported net income was $1M.
How have Dale Carnegie & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dale Carnegie & Associates, Inc.'s sponsor-wide assets grew 40.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Dale Carnegie & Associates, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caldwell Companies 401(k) Profit Sharing Plan in TX ($16M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Dale Carnegie & Associates, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 participants, N/A 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 131805573.

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.