How big is The Dorfman Organization, Ltd.'s plan?

The Dorfman Organization, Ltd.'s plan reported $6.7M in assets and 14 participants for 2024.

Original filing (PDF)20250928114726NAL0011349696001

The Dorfman Organization, Ltd.

Name: The Dorfman Organization, Ltd. — The Dorfman, Form 5500 (2024)
Creator: The Dorfman Organization, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Dorfman Organization, Ltd. 401(k) Plan

401(k) retirement plan · The Dorfman Organization, Ltd.'s The Dorfman Organization, Ltd. 401(k) Plan held $6.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Steven Dorfman signed The Dorfman Organization, Ltd.'s 2024 Form 5500 as plan administrator.

Steven Dorfman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Dorfman Organization, Ltd.'s EIN is 13-2966447.

EIN 13-2966447

Plan number 002

Plan year 2024

ACK ID 20250928114726NAL0011349696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Dorfman Organization, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Dorfman Organization, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE DORFMAN ORGANIZATION, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score