Profit Sharing · DOL Form 5500 · 2023

Dunleavy Financial Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$851K
Total assets Small plan by assets
11
Participants Small participant base
22nd
Percentile by assets National rank
$77,364
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dunleavy Financial Management, Inc. Retirement Plan · Sponsored by Dunleavy Financial Management, Inc. · New Jersey · Retail Trade

$851K in assets, 11 participants

Dunleavy Financial Management, Inc.'s Dunleavy Financial Management, Inc. Retirement Plan reported $851K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,906 in Retail Trade (8,414 peers)

Dunleavy Financial Management, Inc. multi-year trail

Dunleavy Financial Management, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Dunleavy Financial Management, Inc. Retirement Plan at $851K / 11 participants.

#2,906
in Retail Trade (8,414 peers)
+13.3%
assets growth YoY

Dunleavy Financial Management, Inc. Retirement Plan among the smaller filed plans by assets

Dunleavy Financial Management, Inc. Retirement Plan vs every filed plan by assets

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

$851,004 22nd percentile higher than 22% 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

Dunleavy Financial Management, Inc. 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. Dunleavy Financial Management, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dunleavy Financial Management, Inc. Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Dunleavy Financial Management, Inc. Retirement Plan reported net income rose from $76K in the plan year 2022 filing to $100K in the plan year 2023 filing.
  • Dunleavy Financial Management, Inc. Retirement Plan end-of-year assets rose from $751K in the plan year 2022 filing to $851K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463370861 · Dunleavy Financial Management, Inc. PY 2023 · Profit Sharing

Dunleavy Financial Management, Inc. Retirement Plan · $851K · 11 · 22nd

  • SCH $851K
  • SCH 11
  • SCH 22nd
  • SCH Profit Sharing
  • SCH near Bay Area Endodontics, LLC Profit Sharing Plan
  • SCH ind #2906

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 Retail Trade retirement plans → · Plans in New Jersey →

Dunleavy Financial Management, Inc. Retirement Plan in the asset neighbourhood

Dunleavy Financial Management, Inc. Retirement PlanDunleavy Financial Managemen…$851KBay Area Endodontics, LLC Profit Sharing PlanBay Area Endodontics, LLC Pr…$851KHawaii Premier Investments Inc. Pension Transfer Trust PlanHawaii Premier Investments I…$851KDavekim Family Inc. Retirement PlanDavekim Family Inc. Retireme…$851KForen and Glaser Profit Sharing PlanForen and Glaser Profit Shar…$851K
End-of-year total assets ($M) among Dunleavy Financial Management, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dunleavy Financial Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dunleavy Financial Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$871K 15.985885486018642% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.75M $0.87M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 7 $751K
2023 1 11 $851K
2024 1 15 $871K

Dunleavy Financial Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$751K
Net Assets (End of Year)$851K
Net Income$100K
Employer EIN463370861
Plan Effective Date2013-08-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Dunleavy Financial Management, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Dunleavy Financial Management, Inc. Retirement Plan, Total assets ($B): 0.000851004 · Participants: 11Dunleavy Financial Management, Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Dunleavy Financial Management, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Dunleavy Financial Management, Inc. Retirement Plan side-by-side with 3 peers →

Dunleavy Financial Management, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Bay Area Endodontics, LLC Profit Sharing Plan in AL ($851K); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Dunleavy Financial Management, Inc. Retirement Plan assets move in 2023? ▼
Dunleavy Financial Management, Inc. Retirement Plan grew at a solid clip - up 13.3% during 2023, from $751K to $851K. Reported net income was $100K.
How have Dunleavy Financial Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dunleavy Financial Management, Inc.'s sponsor-wide assets grew 16.0%, from $751K to $871K.
Where does Dunleavy Financial Management, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Dunleavy Financial Management, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Dunleavy Financial Management, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bay Area Endodontics, LLC Profit Sharing Plan in AL ($851K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Dunleavy Financial Management, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants, N/A 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 463370861.

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.