401(k) · DOL Form 5500 · 2022

Michael & Susan Dell Foundation 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
83
Participants Small participant base
83rd
Percentile by assets National rank
$381,891
Avg per participant High balance/head
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Official DOL plan name: Michael & Susan Dell Foundation 401(k) Plan · Sponsored by Michael & Susan Dell Foundation · Texas · Other Services

$32M in assets, 83 participants

Michael & Susan Dell Foundation's Michael & Susan Dell Foundation 401(k) Plan reported $32M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,710 in Other Services (8,398 peers)

Where Michael & Susan Dell Foundation 401(k) Plan sits by assets

Michael & Susan Dell Foundation 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 83 participants (~$381,891/participant), down 14.4% in 2022.

#7,710
in Other Services (8,398 peers)
-14.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael & Susan Dell Foundation 401(k) Plan's outsized position by total assets

Michael & Susan Dell Foundation 401(k) Plan vs every filed plan by assets

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

$31,696,983 Top 17% higher than 83% 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

Michael & Susan Dell Foundation 401(k) 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. Michael & Susan Dell Foundation 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 364336415 · Michael & Susan Dell Foundation PY 2022 · 401(k)

Michael & Susan Dell Foundation 401(k) Plan · $32M · 83 · 83rd

  • ASSETS $32M
  • PCT 83
  • EIN 83rd
  • RANK 401(k)
  • PHOTO near Zim American Integrated Shipping Services Company, LLC 401(k) Savings Plan
  • IND ind #7710

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 Other Services retirement plans → · Plans in Texas →

Michael & Susan Dell Foundation 401(k) Plan in the asset neighbourhood

Michael & Susan Dell Foundation 401(k) PlanMichael & Susan Dell Foundat…$32MZim American Integrated Shipping Services Company, LLC 401(k) Savings PlanZim American Integrated Ship…$32MEbenezer Society 401(k) Profit-Sharing PlanEbenezer Society 401(k) Prof…$32MSystem Scale Corporation Employee Stock Ownership PlanSystem Scale Corporation Emp…$32MUnion Mutual Fire Insurance Company 401(k) Employee Savings Plan and TrustUnion Mutual Fire Insurance …$32M
End-of-year total assets ($M) among Michael & Susan Dell Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN364336415
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael & Susan Dell Foundation)

Sponsor-wide plan assets over time

All Michael & Susan Dell Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$46M 46.6104486979092% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.7M $46.5M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 83 $32M
2023 1 88 $40M
2024 1 91 $46M

Nearby 401(k) Plans in Texas

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

Michael & Susan Dell Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Michael & Susan Dell Foundation 401(k) Plan, Total assets ($B): 0.031696983 · Participants: 83Michael & Susan Dell Foundation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Michael & Susan Dell Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Michael & Susan Dell Foundation 401(k) Plan side-by-side with 3 peers →

Michael & Susan Dell Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Zim American Integrated Shipping Services Company, LLC 401(k) Savings Plan in VA ($32M); by covered participants it is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Michael & Susan Dell Foundation 401(k) Plan assets move in 2022? ▼
Michael & Susan Dell Foundation 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $37M to $32M. Reported net income was -$5M.
How have Michael & Susan Dell Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael & Susan Dell Foundation's sponsor-wide assets grew 46.6%, from $32M to $46M.
Where does Michael & Susan Dell Foundation 401(k) Plan rank by assets among Form 5500 filers? ▼
Michael & Susan Dell Foundation 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Michael & Susan Dell Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zim American Integrated Shipping Services Company, LLC 401(k) Savings Plan in VA ($32M, 495 participants).
Which 401(k) plans cover a similar participant headcount to Michael & Susan Dell Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 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 364336415.

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.