401(k) · DOL Form 5500 · 2023

Dew Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
46th
Percentile by assets National rank
$257,624
Avg per participant Above avg balance/head
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Official DOL plan name: Dew Wealth Management Employee Stock Ownership 401(k) Plan · Sponsored by Dew Holdings, Inc. · Arizona · Finance & Insurance

$5M in assets, 21 participants

Dew Holdings, Inc.'s Dew Wealth Management Employee Stock Ownership 401(k) Plan reported $5M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,892 in Finance & Insurance (8,869 peers)

Dew Holdings, Inc. multi-year trail

Dew Holdings, Inc.'s plans moved +941.4% in assets from 2022 to 2024; this filing shows Dew Wealth Management Employee Stock Ownership 401(k) Plan at $5M / 21 participants.

#2,892
in Finance & Insurance (8,869 peers)
+198.8%
assets growth YoY

Dew Wealth Management Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Dew Wealth Management Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$5,410,107 46th percentile higher than 46% 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

Dew Wealth Management Employee Stock Ownership 401(k) 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. Dew Wealth Management Employee Stock Ownership 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dew Wealth Management Employee Stock Ownership 401(k) Plan reported net income rose from $2K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dew Wealth Management Employee Stock Ownership 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Dew Wealth Management Employee Stock Ownership 401(k) Plan reported participants rose from 9 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 883929578 · Dew Holdings, Inc. PY 2023 · 401(k)

Dew Wealth Management Employee Stock Ownership 401(k) Plan · $5M · 21 · 46th

  • PART $5M
  • PART 21
  • PART 46th
  • PART 401(k)
  • PART near Weachieve Inc. 401(k) Plan
  • PART ind #2892

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 Arizona →

Dew Wealth Management Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Dew Wealth Management Employee Stock Ownership 401(k) PlanDew Wealth Management Employ…$5MWeachieve Inc. 401(k) Plan$5MMetronome LLC 401(k) Profit Sharing Plan & TrustMetronome LLC 401(k) Profit …$5MKellton Tech Inc 401(k) Plan$5MCenterstone Group, Inc. 401(k) Profit Sharing PlanCenterstone Group, Inc. 401(…$5M
End-of-year total assets ($M) among Dew Wealth Management Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dew Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dew Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 941.3529980390532% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $1.81M $18.9M ▲ +941.4%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 21 $5M
2024 1 29 $19M

Dew Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$4M
Employer EIN883929578
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Dew Wealth Management Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Dew Wealth Management Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.005410107 · Participants: 21Dew Wealth Management Employee Stock Ownership 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Dew Wealth Management Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Dew Wealth Management Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Dew Wealth Management Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Weachieve Inc. 401(k) Plan in MD ($5M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Dew Wealth Management Employee Stock Ownership 401(k) Plan assets move in 2023? ▼
Dew Wealth Management Employee Stock Ownership 401(k) Plan surged - up 198.8% during 2023, from $2M to $5M. Reported net income was $4M.
How have Dew Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dew Holdings, Inc.'s sponsor-wide assets grew 941.4%, from $2M to $19M.
Which 401(k) plans are similar in size to Dew Wealth Management Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weachieve Inc. 401(k) Plan in MD ($5M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Dew Wealth Management Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 883929578.

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.