401(k) · DOL Form 5500 · 2022
Dunn Investment Company 401(k) Plan
Data updated 2026-08-11
- $70M
- Total assets
- 1,736
- Participants
- 91st
- Percentile by assets
- $40,581
- Avg per participant
Official DOL plan name: Dunn Investment Company 401(k) Plan · Sponsored by Dunn Investment Company · Alabama · Construction
$70M in assets, 1,736 participants
Dunn Investment Company's Dunn Investment Company 401(k) Plan reported $70M in total assets and 1,736 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #8,847 in Construction (9,927 peers)
Coverage in Alabama
Dunn Investment Company 401(k) Plan covers 1,736 participants in Alabama, 4.8x the typical Alabama plan (state average ~360 per filing). Assets: $70M.
- $70M
- total plan assets (2022 EOY)
- 1,736
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $40,581
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Dunn Investment Company 401(k) Plan reports 1,736 participants - 4.8x that state average ($70M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$7M |
| Employer EIN | 630739798 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dunn Investment Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,736 | $70M |
| 2023 | 1 | 1,815 | $85M |
| 2024 | 1 | 1,971 | $95M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Dunn Investment Company 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dunn Investment Company 401(k) Plan by total assets, not by location.
- Open Pep (NJ) $70M · 813
- Southwest Energy Profit Sharing Plan (AZ) $70M · 225
- One Workplace L. Ferrari 401(k) Plan (CA) $70M · 1,004
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan (NC) $70M · 156
Frequently Asked Questions
How did Dunn Investment Company 401(k) Plan assets move in 2022? ▼
How have Dunn Investment Company plan assets changed over time? ▼
Where does Dunn Investment Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Dunn Investment Company 401(k) Plan? ▼
Next read for Dunn Investment Company 401(k) Plan
Filing takeaways
Ways to act on Dunn Investment Company 401(k) Plan's numbers.
- By total assets, Dunn Investment Company 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Dunn Investment Company's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Construction plans