401(k) · DOL Form 5500 · 2024

The Dreaming Genie, Inc. 401(k) Plan

Data updated 2026-08-25

$259K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$86,175
Avg per participant Below avg balance/head
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Official DOL plan name: Dreaming Genie 401(k) · Sponsored by The Dreaming Genie, Inc. · Oregon · Food Services & Accommodation

$259K in assets, 3 participants

The Dreaming Genie, Inc.'s Dreaming Genie 401(k) reported $259K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,179 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Dreaming Genie 401(k) ranks #1,179 of 3,672 2024 filers by assets (7568% of the sector average)-$259K for 3 participants.

#1,179
in Food Services & Accommodation (3,672 peers)
+506.1%
assets growth YoY

Dreaming Genie 401(k) among the smaller filed plans by assets

Dreaming Genie 401(k) vs every filed plan by assets

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

$258,524 12th percentile higher than 12% 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

Dreaming Genie 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dreaming Genie 401(k) is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dreaming Genie 401(k) end-of-year assets rose from $43K in the plan year 2023 filing to $259K in the plan year 2024 filing.
  • Dreaming Genie 401(k) reported net income rose from -$248K in the plan year 2023 filing to $216K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 842587060 · The Dreaming Genie, Inc. PY 2024 · 401(k)

Dreaming Genie 401(k) · $259K · 3 · 12th

  • TYPE $259K
  • TYPE 3
  • TYPE 12th
  • TYPE 401(k)
  • TYPE near T&a Northwest Co. 401(k) Plan
  • TYPE ind #1179

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 Food Services & Accommodation retirement plans → · Plans in Oregon →

Dreaming Genie 401(k) in the asset neighbourhood

Dreaming Genie 401(k)$259KT&a Northwest Co. 401(k) Plan$259KBlack Cedar Management, Inc. 401(k) Profit Sharing PlanBlack Cedar Management, Inc.…$259KLauren Leonforte Co. 401(k) PlanLauren Leonforte Co. 401(k) …$258KDkam Retirement Plan$258K
End-of-year total assets ($M) among Dreaming Genie 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)$259K
Net Income$216K
Employer EIN842587060
Plan Effective Date2019-08-02
Filing StatusFILING RECEIVED

Sponsor Plan History (The Dreaming Genie, Inc.)

Sponsor-wide plan assets over time

All The Dreaming Genie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$259K 11.038158850107193% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.29M $0.26M ▼ -10.3%
Year Plans Participants Total Assets
2022 1 2 $291K
2023 1 3 $43K
2024 1 3 $259K

Nearby 401(k) Plans in Oregon

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

Dreaming Genie 401(k) vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Dreaming Genie 401(k), Total assets ($B): 0.000258524 · Participants: 3Dreaming Genie 401(k)401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Dreaming Genie 401(k) vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Dreaming Genie 401(k) side-by-side with 3 peers →

Dreaming Genie 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is T&a Northwest Co. 401(k) Plan in WA ($259K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($259K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Dreaming Genie 401(k) assets move in 2024? ▼
Dreaming Genie 401(k) surged - up 506.1% during 2024, from $43K to $259K. Reported net income was $216K.
How have The Dreaming Genie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Dreaming Genie, Inc.'s sponsor-wide assets declined 11.0%, from $291K to $259K.
Where does Dreaming Genie 401(k) rank by assets among Form 5500 filers? ▼
Dreaming Genie 401(k) ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dreaming Genie 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is T&a Northwest Co. 401(k) Plan in WA ($259K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Dreaming Genie 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 842587060.

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.