Profit Sharing · DOL Form 5500 · 2022

Moody Dunbar, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
195
Participants Below avg headcount
69th
Percentile by assets National rank
$63,728
Avg per participant Low balance/head
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Official DOL plan name: Moody Dunbar, Inc. Profit Sharing Plan · Sponsored by Moody Dunbar, Inc. · Tennessee · Manufacturing

$12M in assets, 195 participants

Moody Dunbar, Inc.'s Moody Dunbar, Inc. Profit Sharing Plan reported $12M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,860 in Manufacturing (20,602 peers)

Coverage in Tennessee

Moody Dunbar, Inc. Profit Sharing Plan covers 195 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#11,860
in Manufacturing (20,602 peers)
-15.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moody Dunbar, Inc. Profit Sharing Plan's outsized position by total assets

Moody Dunbar, Inc. Profit Sharing Plan vs every filed plan by assets

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

$12,426,891 Top 31% higher than 69% 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

Moody Dunbar, Inc. Profit Sharing 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. Moody Dunbar, Inc. Profit Sharing Plan sits mid-pack in the medium band (195 participants).

Form 5500 schedule snapshot

Filing strip 620629133 · Moody Dunbar, Inc. PY 2022 · Profit Sharing

Moody Dunbar, Inc. Profit Sharing Plan · $12M · 195 · 69th

  • EOY $12M
  • EOY 195
  • EOY 69th
  • EOY Profit Sharing
  • EOY near Poten & Partners Group, Inc. Profit Sharing Plan
  • EOY ind #11860

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 Manufacturing retirement plans → · Plans in Tennessee →

Moody Dunbar, Inc. Profit Sharing Plan in the asset neighbourhood

Bernhard Farms Inc Profit Sharing PlanBernhard Farms Inc Profit Sh…$12MMoody Dunbar, Inc. Profit Sharing PlanMoody Dunbar, Inc. Profit Sh…$12MMarklund Employee Retirement Savings PlanMarklund Employee Retirement…$12MPoten & Partners Group, Inc. Profit Sharing PlanPoten & Partners Group, Inc.…$12MFirst Medical Health Retirement Savings PlanFirst Medical Health Retirem…$12M
End-of-year total assets ($M) among Moody Dunbar, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN620629133
Plan Effective Date1966-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Moody Dunbar, Inc.)

Sponsor-wide plan assets over time

All Moody Dunbar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 9.289531870843641% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $12.4M $13.6M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 195 $12M
2023 1 194 $12M
2024 1 183 $14M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Moody Dunbar, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants Moody Dunbar, Inc. Profit Sharing Plan, Total assets ($M): 12.426891 · Participants: 195Moody Dunbar, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
Moody Dunbar, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Moody Dunbar, Inc. Profit Sharing Plan side-by-side with 3 peers →

Moody Dunbar, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Poten & Partners Group, Inc. Profit Sharing Plan in NY ($12M); by covered participants it is G. B. Cooley Hospital Service District 401(k) Profit Sharing in LA (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Moody Dunbar, Inc. Profit Sharing Plan assets move in 2022? ▼
Moody Dunbar, Inc. Profit Sharing Plan declined sharply - down 15.9% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Moody Dunbar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody Dunbar, Inc.'s sponsor-wide assets grew 9.3%, from $12M to $14M.
Which Profit Sharing plans are similar in size to Moody Dunbar, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Poten & Partners Group, Inc. Profit Sharing Plan in NY ($12M, 52 participants).
Which Profit Sharing plans cover a similar participant headcount to Moody Dunbar, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is G. B. Cooley Hospital Service District 401(k) Profit Sharing in LA (195 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 620629133.

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.