401(k) · DOL Form 5500 · 2022

Alfred Dunner, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
197
Participants Below avg headcount
83rd
Percentile by assets National rank
$157,121
Avg per participant Above avg balance/head
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Official DOL plan name: Alfred Dunner, Inc. 401(k) Plan · Sponsored by Alfred Dunner, Inc. · New York · Wholesale Trade

$31M in assets, 197 participants

Alfred Dunner, Inc.'s Alfred Dunner, Inc. 401(k) Plan reported $31M in total assets and 197 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.

  • #5,680 in Wholesale Trade (6,843 peers)

Coverage in New York

Alfred Dunner, Inc. 401(k) Plan covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $31M.

#5,680
in Wholesale Trade (6,843 peers)
-13.4%
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.

Alfred Dunner, Inc. 401(k) Plan's outsized position by total assets

Alfred Dunner, Inc. 401(k) Plan vs every filed plan by assets

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

$30,952,902 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

Alfred Dunner, Inc. 401(k) Plan 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. Alfred Dunner, Inc. 401(k) Plan sits mid-pack in the medium band (197 participants).

EBSA filing schedule strip

Filing strip 221905250 · Alfred Dunner, Inc. PY 2022 · 401(k)

Alfred Dunner, Inc. 401(k) Plan · $31M · 197 · 83rd

  • IND $31M
  • IND 197
  • IND 83rd
  • IND 401(k)
  • IND near Missouri Farm Bureau Savings Plan and Trust
  • IND ind #5680

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 Wholesale Trade retirement plans → · Plans in New York →

Alfred Dunner, Inc. 401(k) Plan in the asset neighbourhood

Sdi Stores, LLC 401(k) Plan$31MAlfred Dunner, Inc. 401(k) PlanAlfred Dunner, Inc. 401(k) P…$31MMissouri Farm Bureau Savings Plan and TrustMissouri Farm Bureau Savings…$31MTexas Health Flower Mound Employees Savings TrustTexas Health Flower Mound Em…$31MIsland Operating Company, Inc. Profit Sharing 401(k) PlanIsland Operating Company, In…$31M
End-of-year total assets ($M) among Alfred Dunner, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN221905250
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alfred Dunner, Inc.)

Sponsor-wide plan assets over time

All Alfred Dunner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 24.479407455882487% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31M $38.5M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 197 $31M
2023 1 182 $34M
2024 1 183 $39M

Nearby 401(k) Plans in New York

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

Alfred Dunner, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Alfred Dunner, Inc. 401(k) Plan, Total assets ($B): 0.030952902 · Participants: 197Alfred Dunner, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Alfred Dunner, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alfred Dunner, Inc. 401(k) Plan side-by-side with 3 peers →

Alfred Dunner, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Missouri Farm Bureau Savings Plan and Trust in MO ($31M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Alfred Dunner, Inc. 401(k) Plan assets move in 2022? ▼
Alfred Dunner, Inc. 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $36M to $31M. Reported net income was -$5M.
How have Alfred Dunner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alfred Dunner, Inc.'s sponsor-wide assets grew 24.5%, from $31M to $39M.
Where does Alfred Dunner, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Alfred Dunner, Inc. 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 Alfred Dunner, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Missouri Farm Bureau Savings Plan and Trust in MO ($31M, 525 participants).
Which 401(k) plans cover a similar participant headcount to Alfred Dunner, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 221905250.

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.