401(k) · DOL Form 5500 · 2023

The Dodge Company, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
100
Participants Small participant base
76th
Percentile by assets National rank
$248,721
Avg per participant Above avg balance/head
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Official DOL plan name: The Dodge Company Savings and Retirement Plan · Sponsored by The Dodge Company, Inc. · Massachusetts · Wholesale Trade

$25M in assets, 100 participants

The Dodge Company, Inc.'s The Dodge Company Savings and Retirement Plan reported $25M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,721 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

The Dodge Company Savings and Retirement Plan covers 100 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

#4,721
in Wholesale Trade (6,309 peers)
+7.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Dodge Company Savings and Retirement Plan's outsized position by total assets

The Dodge Company Savings and Retirement Plan vs every filed plan by assets

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

$24,872,113 Top 24% higher than 76% 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

The Dodge Company Savings and 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. The Dodge Company Savings and Retirement Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Dodge Company Savings and Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Dodge Company Savings and Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Dodge Company Savings and Retirement Plan reported participants fell from 104 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041250520 · The Dodge Company, Inc. PY 2023 · 401(k)

The Dodge Company Savings and Retirement Plan · $25M · 100 · 76th

  • IND $25M
  • IND 100
  • IND 76th
  • IND 401(k)
  • IND near Neo Performance Materials 401(k) Plan
  • IND ind #4721

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

The Dodge Company Savings and Retirement Plan in the asset neighbourhood

The Dodge Company Savings and Retirement PlanThe Dodge Company Savings an…$25MNeo Performance Materials 401(k) PlanNeo Performance Materials 40…$25MAsm/Metro/Aetna 401(k) Plan$25MMichael Page International, Inc. 401(k) Savings PlanMichael Page International, …$25MTorrington Savings Bank 401(k) Savings PlanTorrington Savings Bank 401(…$25M
End-of-year total assets ($M) among The Dodge Company Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN041250520
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Dodge Company, Inc.)

Sponsor-wide plan assets over time

All The Dodge Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 20.46824244809971% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23M $27.8M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 104 $23M
2023 1 100 $25M
2024 1 102 $28M

Nearby 401(k) Plans in Massachusetts

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

The Dodge Company Savings and Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Dodge Company Savings and Retirement Plan, Total assets ($B): 0.024872113 · Participants: 100The Dodge Company Savings and Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Dodge Company Savings and Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Dodge Company Savings and Retirement Plan side-by-side with 3 peers →

The Dodge Company Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Neo Performance Materials 401(k) Plan in CO ($25M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 The Dodge Company Savings and Retirement Plan assets move in 2023? ▼
The Dodge Company Savings and Retirement Plan grew at a solid clip - up 7.9% during 2023, from $23M to $25M. Reported net income was $2M.
How have The Dodge Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Dodge Company, Inc.'s sponsor-wide assets grew 20.5%, from $23M to $28M.
Where does The Dodge Company Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
The Dodge Company Savings and Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Dodge Company Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neo Performance Materials 401(k) Plan in CO ($25M, 40 participants).
Which 401(k) plans cover a similar participant headcount to The Dodge Company Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 041250520.

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.