401(k) · DOL Form 5500 · 2023

Dunn Investment Company 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
1,815
Participants Near avg headcount
90th
Percentile by assets National rank
$47,018
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dunn Investment Company 401(k) Plan · Sponsored by Dunn Investment Company · Alabama · Construction

$85M in assets, 1,815 participants

Dunn Investment Company's Dunn Investment Company 401(k) Plan reported $85M in total assets and 1,815 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,978 in Construction (9,030 peers)

Coverage in Alabama

Dunn Investment Company 401(k) Plan covers 1,815 participants in Alabama, 5.0x the typical Alabama plan (state average ~360 per filing). Assets: $85M.

#7,978
in Construction (9,030 peers)
+21.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Dunn Investment Company 401(k) Plan's outsized position by total assets

Dunn Investment Company 401(k) Plan vs every filed plan by assets

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

$85,336,958 Top 10% higher than 90% 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 Investment Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dunn Investment Company 401(k) Plan lands in the large band (1,815 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dunn Investment Company 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Dunn Investment Company 401(k) Plan end-of-year assets rose from $70M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Dunn Investment Company 401(k) Plan reported participants rose from 1,736 in the plan year 2022 filing to 1,815 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630739798 · Dunn Investment Company PY 2023 · 401(k)

Dunn Investment Company 401(k) Plan · $85M · 1,815 · 90th

  • EBSA $85M
  • PART 1,815
  • TYPE 90th
  • NET 401(k)
  • BOOK near Steel Affiliates 401(k) Profit Sharing Plan
  • VS-ST ind #7978

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 Construction retirement plans → · Plans in Alabama →

Dunn Investment Company 401(k) Plan in the asset neighbourhood

Tlc Retirement Savings Plan$85MAmerican Furniture Warehouse 401(k) PlanAmerican Furniture Warehouse…$85MDunn Investment Company 401(k) PlanDunn Investment Company 401(…$85MSteel Affiliates 401(k) Profit Sharing PlanSteel Affiliates 401(k) Prof…$85M401(k) Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP401(k) Plan for Non-Secretar…$85M
End-of-year total assets ($M) among Dunn Investment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$85M
Net Income$15M
Employer EIN630739798
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dunn Investment Company)

Sponsor-wide plan assets over time

All Dunn Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$95M 34.49169261746334% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.5M $94.8M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 1,736 $70M
2023 1 1,815 $85M
2024 1 1,971 $95M

Nearby 401(k) Plans in Alabama

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

Dunn Investment Company 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Dunn Investment Company 401(k) Plan, Total assets ($B): 0.085336958 · Participants: 1815Dunn Investment Company 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Dunn Investment Company 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Dunn Investment Company 401(k) Plan side-by-side with 3 peers →

Dunn Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Steel Affiliates 401(k) Profit Sharing Plan in TX ($85M); by covered participants it is Kendall Automotive Group Employees' Retirement Plan in ID (1,815 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,815 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 Investment Company 401(k) Plan assets move in 2023? ▼
Dunn Investment Company 401(k) Plan grew sharply - up 21.1% during 2023, from $70M to $85M. Reported net income was $15M.
How have Dunn Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dunn Investment Company's sponsor-wide assets grew 34.5%, from $70M to $95M.
Where does Dunn Investment Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Dunn Investment Company 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Dunn Investment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steel Affiliates 401(k) Profit Sharing Plan in TX ($85M, 1,492 participants).
Which 401(k) plans cover a similar participant headcount to Dunn Investment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kendall Automotive Group Employees' Retirement Plan in ID (1,815 participants, $69M 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 630739798.

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.