401(k) · DOL Form 5500 · 2022
Dunn Investment Company 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 1,736
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $40,581
- Avg per participant Low balance/head
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.
- #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.
- #8,847
- in Construction (9,927 peers)
- -8.8%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
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.
Dunn Investment Company 401(k) Plan's outsized position by total assets
Dunn Investment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,448,062 Top 9% higher than 91% 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
Dunn Investment Company 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dunn Investment Company 401(k) Plan lands in the large band (1,736 participants).
Plan-year Form 5500 strip
Filing strip 630739798 · Dunn Investment Company PY 2022 · 401(k)
Dunn Investment Company 401(k) Plan · $70M · 1,736 · 91st
- IND $70M
- IND 1,736
- IND 91st
- IND 401(k)
- IND near Open Pep
- IND ind #8847
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 Construction retirement plans → · Plans in Alabama →
Dunn Investment Company 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Dunn Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 34.49169261746334% vs 2022
- 2024 filing year
| 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.
- 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
Dunn Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Open Pep in NJ ($70M); by covered participants it is Cc&s 401(k) Retirement Savings Plan in PA (1,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,736 participants); asset peers above are excluded.
- Cc&s 401(k) Retirement Savings Plan (PA) 1,736 · 0 off
- Protolabs, Inc. 401(k) Plan (MN) 1,736 · 0 off
- Silverado Senior Living Holdings, Inc. 401(k) Plan (CA) 1,736 · 0 off
- Cetera Financial Group, Inc. 401(k) Savings Plan (CA) 1,736 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.