401(k) · DOL Form 5500 · 2023

Dunn Heat Exchangers, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
51
Participants Small participant base
47th
Percentile by assets National rank
$110,624
Avg per participant Below avg balance/head
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Official DOL plan name: Dunn Heat Exchangers, Inc. 401(k) Plan · Sponsored by Dunn Heat Exchangers, Inc. · Texas · Manufacturing

$6M in assets, 51 participants

Dunn Heat Exchangers, Inc.'s Dunn Heat Exchangers, Inc. 401(k) Plan reported $6M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,640 in Manufacturing (18,722 peers)

Dunn Heat Exchangers, Inc. multi-year trail

Dunn Heat Exchangers, Inc.'s plans moved +44.9% in assets from 2022 to 2024; this filing shows Dunn Heat Exchangers, Inc. 401(k) Plan at $6M / 51 participants.

#5,640
in Manufacturing (18,722 peers)
+26.7%
assets growth YoY

Dunn Heat Exchangers, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Dunn Heat Exchangers, Inc. 401(k) Plan vs every filed plan by assets

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

$5,641,805 47th percentile higher than 47% 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

Dunn Heat Exchangers, Inc. 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. Dunn Heat Exchangers, Inc. 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dunn Heat Exchangers, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Dunn Heat Exchangers, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Dunn Heat Exchangers, Inc. 401(k) Plan reported participants rose from 48 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741609758 · Dunn Heat Exchangers, Inc. PY 2023 · 401(k)

Dunn Heat Exchangers, Inc. 401(k) Plan · $6M · 51 · 47th

  • BOY $6M
  • SCH 51
  • EBSA 47th
  • PART 401(k)
  • TYPE near Business Valuation Resources LLC 401(k) Plan
  • NET ind #5640

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 Texas →

Dunn Heat Exchangers, Inc. 401(k) Plan in the asset neighbourhood

Dunn Heat Exchangers, Inc. 401(k) PlanDunn Heat Exchangers, Inc. 4…$6MBusiness Valuation Resources LLC 401(k) PlanBusiness Valuation Resources…$6MFca Employee Savings and Retirement PlanFca Employee Savings and Ret…$6MRoyal Industries, Inc. 401(k) PlanRoyal Industries, Inc. 401(k…$6MKelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) PlanKelvin C. Choi, D.D.S., Inc.…$6M
End-of-year total assets ($M) among Dunn Heat Exchangers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dunn Heat Exchangers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dunn Heat Exchangers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.9171875031578% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.45M $6.45M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 48 $4M
2023 1 51 $6M
2024 1 50 $6M

Dunn Heat Exchangers, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN741609758
Plan Effective Date1976-04-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Dunn Heat Exchangers, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Dunn Heat Exchangers, Inc. 401(k) Plan, Total assets ($B): 0.005641805 · Participants: 51Dunn Heat Exchangers, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Dunn Heat Exchangers, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Dunn Heat Exchangers, Inc. 401(k) Plan side-by-side with 3 peers →

Dunn Heat Exchangers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Business Valuation Resources LLC 401(k) Plan in OR ($6M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Dunn Heat Exchangers, Inc. 401(k) Plan assets move in 2023? ▼
Dunn Heat Exchangers, Inc. 401(k) Plan grew sharply - up 26.7% during 2023, from $4M to $6M. Reported net income was $1M.
How have Dunn Heat Exchangers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dunn Heat Exchangers, Inc.'s sponsor-wide assets grew 44.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Dunn Heat Exchangers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Business Valuation Resources LLC 401(k) Plan in OR ($6M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Dunn Heat Exchangers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 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 741609758.

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.