401(k) · DOL Form 5500 · 2023

Dupree & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
12
Participants Small participant base
45th
Percentile by assets National rank
$435,112
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dupree & Company Retirement Plan · Sponsored by Dupree & Company, Inc. · Kentucky · Finance & Insurance

$5M in assets, 12 participants

Dupree & Company, Inc.'s Dupree & Company Retirement Plan reported $5M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,846 in Finance & Insurance (8,869 peers)

Dupree & Company, Inc. multi-year trail

Dupree & Company, Inc.'s plans moved +36.3% in assets from 2022 to 2024; this filing shows Dupree & Company Retirement Plan at $5M / 12 participants.

#2,846
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY

Dupree & Company Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Dupree & Company Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,221,344 45th percentile higher than 45% of 127,068 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 2023

Dupree & Company Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dupree & Company Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dupree & Company Retirement Plan reported net income rose from -$935K in the plan year 2022 filing to $769K in the plan year 2023 filing.
  • Dupree & Company Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Dupree & Company Retirement Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610597886 · Dupree & Company, Inc. PY 2023 · 401(k)

Dupree & Company Retirement Plan · $5M · 12 · 45th

  • 5500 $5M
  • ASSETS 12
  • PCT 45th
  • EIN 401(k)
  • RANK near Fortress Information Security, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #2846

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 Kentucky →

Dupree & Company Retirement Plan in the asset neighbourhood

Dupree & Company Retirement PlanDupree & Company Retirement …$5MFortress Information Security, LLC 401(k) Profit Sharing PlanFortress Information Securit…$5MKendrion (Shelby), Inc. Savings ProgramKendrion (Shelby), Inc. Savi…$5MBuckeye Caribbean Terminals Retirement Savings PlanBuckeye Caribbean Terminals …$5MPhoenix Mecano, Inc. 401(k) PlanPhoenix Mecano, Inc. 401(k) …$5M
End-of-year total assets ($M) among Dupree & Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dupree & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dupree & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.288768840525194% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.45M $6.07M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 12 $5M
2024 1 12 $6M

Dupree & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$769K
Employer EIN610597886
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Dupree & Company Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Dupree & Company Retirement Plan, Total assets ($B): 0.005221344 · Participants: 12Dupree & Company Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Dupree & Company Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Dupree & Company Retirement Plan side-by-side with 3 peers →

Dupree & Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Fortress Information Security, LLC 401(k) Profit Sharing Plan in FL ($5M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dupree & Company Retirement Plan assets move in 2023? ▼
Dupree & Company Retirement Plan grew sharply - up 17.3% during 2023, from $4M to $5M. Reported net income was $769K.
How have Dupree & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dupree & Company, Inc.'s sponsor-wide assets grew 36.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Dupree & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fortress Information Security, LLC 401(k) Profit Sharing Plan in FL ($5M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Dupree & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610597886.

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.