401(k) · DOL Form 5500 · 2022

Dluzak & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$496K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$123,933
Avg per participant Near avg balance/head
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Official DOL plan name: Dluzak & Associates, Inc. Retirement Plan · Sponsored by Dluzak & Associates, Inc. · Indiana · Finance & Insurance

$496K in assets, 4 participants

Dluzak & Associates, Inc.'s Dluzak & Associates, Inc. Retirement Plan reported $496K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,078 in Finance & Insurance (9,261 peers)

Dluzak & Associates, Inc. multi-year trail

Dluzak & Associates, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Dluzak & Associates, Inc. Retirement Plan at $496K / 4 participants.

#1,078
in Finance & Insurance (9,261 peers)
-11.7%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dluzak & Associates, Inc. Retirement Plan among the smaller filed plans by assets

Dluzak & Associates, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$495,733 18th percentile higher than 18% of 139,123 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 2022

Dluzak & Associates, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dluzak & Associates, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 260259951 · Dluzak & Associates, Inc. PY 2022 · 401(k)

Dluzak & Associates, Inc. Retirement Plan · $496K · 4 · 18th

  • TYPE $496K
  • TYPE 4
  • TYPE 18th
  • TYPE 401(k)
  • TYPE near Bwm Group, Inc. 401(k) Plan
  • TYPE ind #1078

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 Indiana →

Dluzak & Associates, Inc. Retirement Plan in the asset neighbourhood

Dluzak & Associates, Inc. Retirement PlanDluzak & Associates, Inc. Re…$496KBwm Group, Inc. 401(k) Plan$496KBrymak & Associates, Inc. 401(k) Savings PlanBrymak & Associates, Inc. 40…$496KSig Investments Inc. 401(k) PlanSig Investments Inc. 401(k) …$496KMill Creek Veterinary Hospital, Inc. 401(k) Profit Sharing PlanMill Creek Veterinary Hospit…$496K
End-of-year total assets ($M) among Dluzak & Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dluzak & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dluzak & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$711K 43.42055098208108% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.5M $0.71M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 4 $496K
2023 1 2 $540K
2024 1 2 $711K

Dluzak & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$561K
Net Assets (End of Year)$496K
Net Income-$66K
Employer EIN260259951
Plan Effective Date2016-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Dluzak & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Dluzak & Associates, Inc. Retirement Plan, Total assets ($B): 0.000495733 · Participants: 4Dluzak & Associates, Inc. Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Dluzak & Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Dluzak & Associates, Inc. Retirement Plan side-by-side with 3 peers →

Dluzak & Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Bwm Group, Inc. 401(k) Plan in FL ($496K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Dluzak & Associates, Inc. Retirement Plan assets move in 2022? ▼
Dluzak & Associates, Inc. Retirement Plan pulled back noticeably - down 11.7% during 2022, from $561K to $496K. Reported net income was -$66K.
How have Dluzak & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dluzak & Associates, Inc.'s sponsor-wide assets grew 43.4%, from $496K to $711K.
Where does Dluzak & Associates, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Dluzak & Associates, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dluzak & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bwm Group, Inc. 401(k) Plan in FL ($496K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Dluzak & Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260259951.

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.