401(k) · DOL Form 5500 · 2022
Dow Wealth Management 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $126,933
- Avg per participant Near avg balance/head
Official DOL plan name: Dow Wealth Management 401(k) Profit Sharing Plan & Trust · Sponsored by Dow Wealth Management · Maine · Finance & Insurance
$2M in assets, 12 participants
Dow Wealth Management's Dow Wealth Management 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #1,863 in Finance & Insurance (9,261 peers)
Dow Wealth Management multi-year trail
Dow Wealth Management's plans moved +91.8% in assets from 2022 to 2024; this filing shows Dow Wealth Management 401(k) Profit Sharing Plan & Trust at $2M / 12 participants.
- #1,863
- in Finance & Insurance (9,261 peers)
- -9.1%
- assets change YoY
The plan reported a net loss of $153K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dow Wealth Management 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Dow Wealth Management 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,523,201 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dow Wealth Management 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dow Wealth Management 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 452452021 · Dow Wealth Management PY 2022 · 401(k)
Dow Wealth Management 401(k) Profit Sharing Plan & Trust · $2M · 12 · 30th
- RANK $2M
- RANK 12
- RANK 30th
- RANK 401(k)
- RANK near Cheek to Cheek, Inc. 401(k) Plan
- RANK ind #1863
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 Finance & Insurance retirement plans → · Plans in Maine →
Dow Wealth Management 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Dow Wealth Management multi-year asset trail
Sponsor-wide plan assets over time
All Dow Wealth Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 91.79320391727684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 12 | $2M |
| 2024 | 1 | 12 | $3M |
Dow Wealth Management filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$153K |
| Employer EIN | 452452021 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $4.1B · 26,725
- Unum Group 401(k) Retirement Plan $1.8B · 9,051
- Idexx Retirement and Incentive Savings Plan $834M · 6,436
- Hannaford Bros. Co., LLC Retirement Savings Plan $832M · 28,776
- The Cianbro Team Equity Plan $624M · 2,575
Dow Wealth Management 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Cheek to Cheek, Inc. 401(k) Plan in GA ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.