401(k) · DOL Form 5500 · 2024

Douglas Investment Management Inc 401(k) Plan

Data updated 2026-08-25

$496K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$248,122
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Douglas Investment Management Inc 401(k) Plan · Sponsored by Douglas Investment Management Inc · Florida · Real Estate

$496K in assets, 2 participants

Douglas Investment Management Inc's Douglas Investment Management Inc 401(k) Plan reported $496K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,381 in Real Estate (4,605 peers)

What the 2024 filing shows

Douglas Investment Management Inc 401(k) Plan holds $496K for 2 participants - about $248,122 per participant, among the smaller plans by assets on file.

#1,381
in Real Estate (4,605 peers)
+0.0%
assets growth YoY

Douglas Investment Management Inc 401(k) Plan among the smaller filed plans by assets

Douglas Investment Management Inc 401(k) Plan vs every filed plan by assets

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

$496,243 18th percentile higher than 18% 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

Douglas Investment Management Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Douglas Investment Management Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 842528034 · Douglas Investment Management Inc PY 2024 · 401(k)

Douglas Investment Management Inc 401(k) Plan · $496K · 2 · 18th

  • EBSA $496K
  • PART 2
  • TYPE 18th
  • NET 401(k)
  • BOOK near Riva Food, Corp 401(k) Plan
  • VS-ST ind #1381

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 Real Estate retirement plans → · Plans in Florida →

Douglas Investment Management Inc 401(k) Plan in the asset neighbourhood

Douglas Investment Management Inc 401(k) PlanDouglas Investment Managemen…$496KRiva Food, Corp 401(k) Plan$496KWard Home Services, Inc. 401(k) Profit Sharing PlanWard Home Services, Inc. 401…$496KJln Enterprises, LP 401(k) PlanJln Enterprises, LP 401(k) P…$496KGreater Houston Retailers Association 401(k) PlanGreater Houston Retailers As…$496K
End-of-year total assets ($M) among Douglas Investment Management Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$496K
Net Assets (End of Year)$496K
Employer EIN842528034
Plan Effective Date2019-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Douglas Investment Management Inc)

Sponsor-wide plan assets over time

All Douglas Investment Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$496K 0% vs 2022
2024 filing year
$0.5M 202220232024 $0.5M $0.5M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $496K
2023 1 2 $496K
2024 1 2 $496K

Nearby 401(k) Plans in Florida

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

Douglas Investment Management Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Douglas Investment Management Inc 401(k) Plan, Total assets ($B): 0.000496243 · Participants: 2Douglas Investment Management Inc 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Douglas Investment Management Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Douglas Investment Management Inc 401(k) Plan side-by-side with 3 peers →

Douglas Investment Management Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Riva Food, Corp 401(k) Plan in MA ($496K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($496K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Douglas Investment Management Inc 401(k) Plan assets move in 2024? ▼
Douglas Investment Management Inc 401(k) Plan held essentially flat - up 0.0% during 2024, from $496K to $496K.
How have Douglas Investment Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Douglas Investment Management Inc's sponsor-wide assets grew 0.0%, from $496K to $496K.
Where does Douglas Investment Management Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Douglas Investment Management Inc 401(k) Plan ranks in the 18th 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 Douglas Investment Management Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riva Food, Corp 401(k) Plan in MA ($496K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Douglas Investment Management Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 842528034.

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.