401(k) · DOL Form 5500 · 2024
Donaghy Sales, Inc. 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 648
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $103,069
- Avg per participant Below avg balance/head
Official DOL plan name: Donaghy Sales, Inc. 401(k) Profit Sharing Plan · Sponsored by Donaghy Sales, Inc. · California · Wholesale Trade
$67M in assets, 648 participants
Donaghy Sales, Inc.'s Donaghy Sales, Inc. 401(k) Profit Sharing Plan reported $67M in total assets and 648 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #5,385 in Wholesale Trade (6,080 peers)
Where Donaghy Sales, Inc. 401(k) Profit Sharing Plan sits by assets
Donaghy Sales, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $67M for 648 participants (~$103,069/participant), up 21.7% in 2024.
- #5,385
- in Wholesale Trade (6,080 peers)
- +21.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Donaghy Sales, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Donaghy Sales, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,788,825 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Donaghy Sales, Inc. 401(k) Profit Sharing Plan 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. Donaghy Sales, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (648 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Donaghy Sales, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Donaghy Sales, Inc. 401(k) Profit Sharing Plan reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Donaghy Sales, Inc. 401(k) Profit Sharing Plan reported participants fell from 659 in the plan year 2023 filing to 648 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941649118 · Donaghy Sales, Inc. PY 2024 · 401(k)
Donaghy Sales, Inc. 401(k) Profit Sharing Plan · $67M · 648 · 87th
- PART $67M
- PART 648
- PART 87th
- PART 401(k)
- PART near American Eagle Financial Credit Union Incorporated Employee Savings Plan
- PART ind #5385
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 Wholesale Trade retirement plans → · Plans in California →
Donaghy Sales, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $12M |
| Employer EIN | 941649118 |
| Plan Effective Date | 1970-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Donaghy Sales, Inc.)
Sponsor-wide plan assets over time
All Donaghy Sales, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 65.20976579798871% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $40M |
| 2023 | 1 | 659 | $55M |
| 2024 | 1 | 648 | $67M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Donaghy Sales, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is American Eagle Financial Credit Union Incorporated Employee Savings Plan in CT ($67M); by covered participants it is Lucchese Inc. Ee Investment Plan in TX (648 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- American Eagle Financial Credit Union Incorporated Employee Savings Plan (CT) $67M · 356
- Challenger School 401(k) Retirement Plan (UT) $67M · 941
- Northern Colorado Anesthesia Professionals, PLLC 401(k) Plan (CO) $67M · 108
- Koss-Winn Bancshares, Inc. Employee Stock Ownership Plan with 401(k) Provisions (IA) $67M · 42
Similar participant headcount
Nearest other-state filings by covered participants (648 participants); asset peers above are excluded.
- Lucchese Inc. Ee Investment Plan (TX) 648 · 0 off
- Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico (OH) 648 · 0 off
- Mpi Mgmt LLC D/B/a Olshan Properties 401(k) Plan (OH) 648 · 0 off
- Graebel Employees' 401(k) Plan (CO) 648 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.