401(k) · DOL Form 5500 · 2023

Michael & Susan Dell Foundation 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
88
Participants Small participant base
83rd
Percentile by assets National rank
$458,592
Avg per participant High balance/head
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Official DOL plan name: Michael & Susan Dell Foundation 401(k) Plan · Sponsored by Michael & Susan Dell Foundation · Texas · Other Services

$40M in assets, 88 participants

Michael & Susan Dell Foundation's Michael & Susan Dell Foundation 401(k) Plan reported $40M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,243 in Other Services (7,857 peers)

Where Michael & Susan Dell Foundation 401(k) Plan sits by assets

Michael & Susan Dell Foundation 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 88 participants (~$458,592/participant), up 27.3% in 2023.

#7,243
in Other Services (7,857 peers)
+27.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Michael & Susan Dell Foundation 401(k) Plan's outsized position by total assets

Michael & Susan Dell Foundation 401(k) Plan vs every filed plan by assets

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

$40,356,125 Top 17% higher than 83% 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

Michael & Susan Dell Foundation 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. Michael & Susan Dell Foundation 401(k) Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael & Susan Dell Foundation 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Michael & Susan Dell Foundation 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Michael & Susan Dell Foundation 401(k) Plan reported participants rose from 83 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364336415 · Michael & Susan Dell Foundation PY 2023 · 401(k)

Michael & Susan Dell Foundation 401(k) Plan · $40M · 88 · 83rd

  • BOOK $40M
  • BOOK 88
  • BOOK 83rd
  • BOOK 401(k)
  • BOOK near Hinkle Shanor LLP Salary Savings Plan and Trust
  • BOOK ind #7243

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 Other Services retirement plans → · Plans in Texas →

Michael & Susan Dell Foundation 401(k) Plan in the asset neighbourhood

Michael & Susan Dell Foundation 401(k) PlanMichael & Susan Dell Foundat…$40MArcus Biosciences Retirement TrustArcus Biosciences Retirement…$40MHinkle Shanor LLP Salary Savings Plan and TrustHinkle Shanor LLP Salary Sav…$40MBurke, Williams & Sorensen, LLP 401(k) Profit Sharing PlanBurke, Williams & Sorensen, …$40MFuture Automotive Group 401(k) PlanFuture Automotive Group 401(…$40M
End-of-year total assets ($M) among Michael & Susan Dell Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN364336415
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael & Susan Dell Foundation)

Sponsor-wide plan assets over time

All Michael & Susan Dell Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$46M 46.6104486979092% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.7M $46.5M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 83 $32M
2023 1 88 $40M
2024 1 91 $46M

Nearby 401(k) Plans in Texas

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

Michael & Susan Dell Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Michael & Susan Dell Foundation 401(k) Plan, Total assets ($B): 0.040356125 · Participants: 88Michael & Susan Dell Foundation 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
Michael & Susan Dell Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Michael & Susan Dell Foundation 401(k) Plan side-by-side with 3 peers →

Michael & Susan Dell Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hinkle Shanor LLP Salary Savings Plan and Trust in NM ($40M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Michael & Susan Dell Foundation 401(k) Plan assets move in 2023? ▼
Michael & Susan Dell Foundation 401(k) Plan grew sharply - up 27.3% during 2023, from $32M to $40M. Reported net income was $9M.
How have Michael & Susan Dell Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael & Susan Dell Foundation's sponsor-wide assets grew 46.6%, from $32M to $46M.
Where does Michael & Susan Dell Foundation 401(k) Plan rank by assets among Form 5500 filers? ▼
Michael & Susan Dell Foundation 401(k) Plan ranks in the 83rd 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 Michael & Susan Dell Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hinkle Shanor LLP Salary Savings Plan and Trust in NM ($40M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Michael & Susan Dell Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martines Palmeiro Construction 401(k) Plan in CO (88 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 364336415.

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.