Profit Sharing · DOL Form 5500 · 2022

Moody Dunbar, Inc. Profit Sharing Plan

Data updated 2026-08-11

$12M
Total assets
195
Participants
69th
Percentile by assets
$63,728
Avg per participant
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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.

  • 69th percentile by assets (of 139,126 plans)
  • #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.

$12M
total plan assets (2022 EOY)
195
covered participants
69th
percentile by assets (of 139,126 plans)
$63,728
avg assets per participant

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.

State
Industry

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Moody Dunbar, Inc. Profit Sharing Plan reports 195 participants - about 17% of that state average ($12M EOY assets).

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.)

$11M$12M$13M$14M 202220232024 $12.4M $13.6M ▲ +9.3%
Total plan assets by year, all Moody Dunbar, Inc. plans on file
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

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. P…Ballad Health 401(a)…Shreveport Electrica…New Orleans Electric…Ulps Employee Saving…University School of…
Moody Dunbar, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Moody Dunbar, Inc. Profit Sharing Plan by total assets, not by location.

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).

Next read for Moody Dunbar, Inc. Profit Sharing Plan

Filing takeaways

Ways to act on Moody Dunbar, Inc. Profit Sharing Plan's numbers.