401(k) · DOL Form 5500 · 2022

Dual North America, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
139
Participants Small participant base
72nd
Percentile by assets National rank
$102,281
Avg per participant Below avg balance/head
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Official DOL plan name: Dual North America, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Dual North America, Inc. · Florida · Finance & Insurance

$14M in assets, 139 participants

Dual North America, Inc.'s Dual North America, Inc. 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,205 in Finance & Insurance (9,261 peers)

Coverage in Florida

Dual North America, Inc. 401(k) Profit Sharing Plan and Trust covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $14M.

#5,205
in Finance & Insurance (9,261 peers)
-3.2%
assets change YoY

The plan reported a net loss of $464K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dual North America, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Dual North America, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,217,029 Top 28% higher than 72% 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

Dual North America, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dual North America, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (139 participants).

Published 5500 schedule card

Filing strip 464468812 · Dual North America, Inc. PY 2022 · 401(k)

Dual North America, Inc. 401(k) Profit Sharing Plan and Trust · $14M · 139 · 72nd

  • EOY $14M
  • EOY 139
  • EOY 72nd
  • EOY 401(k)
  • EOY near Public Citizen, Inc. Employees Savings Trust
  • EOY ind #5205

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 Florida →

Dual North America, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Dual North America, Inc. 401(k) Profit Sharing Plan and TrustDual North America, Inc. 401…$14MPublic Citizen, Inc. Employees Savings TrustPublic Citizen, Inc. Employe…$14MGrady Management, Inc. 401(k) Savings PlanGrady Management, Inc. 401(k…$14MCobalt Credit Union 401(k) PlanCobalt Credit Union 401(k) P…$14MHarmony Biosciences 401(k) Retirement Savings PlanHarmony Biosciences 401(k) R…$14M
End-of-year total assets ($M) among Dual North America, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$464K
Employer EIN464468812
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dual North America, Inc.)

Sponsor-wide plan assets over time

All Dual North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 344.0698545385256% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $14.2M $63.1M ▲ +344.0%
Year Plans Participants Total Assets
2022 1 139 $14M
2023 1 525 $51M
2024 1 645 $63M

Nearby 401(k) Plans in Florida

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

Dual North America, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Dual North America, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.014217029 · Participants: 139Dual North America, Inc. 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Dual North America, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Dual North America, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Dual North America, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Public Citizen, Inc. Employees Savings Trust in DC ($14M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Dual North America, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Dual North America, Inc. 401(k) Profit Sharing Plan and Trust edged down modestly - down 3.2% during 2022, from $15M to $14M. Reported net income was -$464K.
How have Dual North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dual North America, Inc.'s sponsor-wide assets grew 344.1%, from $14M to $63M.
Which 401(k) plans are similar in size to Dual North America, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Public Citizen, Inc. Employees Savings Trust in DC ($14M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Dual North America, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 464468812.

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.