401(k) · DOL Form 5500 · 2022
Dupree & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $342,526
- Avg per participant High balance/head
Official DOL plan name: Dupree & Company Retirement Plan · Sponsored by Dupree & Company, Inc. · Kentucky · Finance & Insurance
$4M in assets, 13 participants
Dupree & Company, Inc.'s Dupree & Company Retirement Plan reported $4M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #3,087 in Finance & Insurance (9,261 peers)
Dupree & Company, Inc. multi-year trail
Dupree & Company, Inc.'s plans moved +36.3% in assets from 2022 to 2024; this filing shows Dupree & Company Retirement Plan at $4M / 13 participants.
- #3,087
- in Finance & Insurance (9,261 peers)
- -17.3%
- assets change YoY
The plan reported a net loss of $935K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dupree & Company Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Dupree & Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,452,835 48th percentile higher than 48% 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
Dupree & Company Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dupree & Company Retirement Plan is a small filing (13 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 610597886 · Dupree & Company, Inc. PY 2022 · 401(k)
Dupree & Company Retirement Plan · $4M · 13 · 48th
- EBSA $4M
- PART 13
- TYPE 48th
- NET 401(k)
- BOOK near Bukas Lighting Group, Inc. 401(k) Plan
- VS-ST ind #3087
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 Kentucky →
Dupree & Company Retirement Plan in the asset neighbourhood
Dupree & Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dupree & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 36.288768840525194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $4M |
| 2023 | 1 | 12 | $5M |
| 2024 | 1 | 12 | $6M |
Dupree & Company, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$935K |
| Employer EIN | 610597886 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Dupree & Company Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Bukas Lighting Group, Inc. 401(k) Plan in IL ($4M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.