401(k) · DOL Form 5500 · 2024

David D. Bohannon Organization 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
32
Participants Small participant base
74th
Percentile by assets National rank
$749,563
Avg per participant High balance/head
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Official DOL plan name: David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust · Sponsored by David D. Bohannon Organization · California · Real Estate

$24M in assets, 32 participants

David D. Bohannon Organization's David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust reported $24M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,013 in Real Estate (4,605 peers)

David D. Bohannon Organization multi-year trail

David D. Bohannon Organization's plans moved +138.6% in assets from 2022 to 2024; this filing shows David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust at $24M / 32 participants.

#4,013
in Real Estate (4,605 peers)
+0.1%
assets growth YoY

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust's outsized position by total assets

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust vs every filed plan by assets

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

$23,986,024 Top 26% higher than 74% 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

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $30K in the plan year 2024 filing.
  • David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust reported participants fell from 70 in the plan year 2022 filing to 32 in the plan year 2024 filing.
  • David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 940331090 · David D. Bohannon Organization PY 2024 · 401(k)

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust · $24M · 32 · 74th

  • ASSETS $24M
  • ASSETS 32
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Cue 401(k) Plan
  • ASSETS ind #4013

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 California →

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust in the asset neighbourhood

David D. Bohannon Organization 401(k) Safe Harbor Plan & TrustDavid D. Bohannon Organizati…$24MCue 401(k) Plan$24MEmj Corporation Retirement PlanEmj Corporation Retirement P…$24MKorber Technologies, Inc. Savings Incentive PlanKorber Technologies, Inc. Sa…$24MPalmen Motors, Inc. Profit Sharing 401(k) Plan & TrustPalmen Motors, Inc. Profit S…$24M
End-of-year total assets ($M) among David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

David D. Bohannon Organization multi-year asset trail

Sponsor-wide plan assets over time

All David D. Bohannon Organization plans reported in each filing year

Latest sponsor-wide plan assets
$48M 138.61668912462702% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 20222024 $20.1M $48M ▲ +138.7%
Year Plans Participants Total Assets
2022 1 70 $20M
2024 2 64 $48M

David D. Bohannon Organization filing trail (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income$30K
Employer EIN940331090
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust, Total assets ($B): 0.023986024 · Participants: 32David D. Bohannon Organization 401(k) Safe Harbor Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust side-by-side with 3 peers →

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cue 401(k) Plan in NJ ($24M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (32 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 David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust assets move in 2024? ▼
David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust held essentially flat - up 0.1% during 2024, from $24M to $24M. Reported net income was $30K.
How have David D. Bohannon Organization plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), David D. Bohannon Organization's sponsor-wide assets grew 138.6%, from $20M to $48M.
Which 401(k) plans are similar in size to David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cue 401(k) Plan in NJ ($24M, 635 participants).
Which 401(k) plans cover a similar participant headcount to David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 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 940331090.

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.