401(k) · DOL Form 5500 · 2023
Dunn Investment Company 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 1,815
- Participants
- 90th
- Percentile by assets
- $47,018
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $85M
- total plan assets (2023 EOY)
- 1,815
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $47,018
- avg assets per participant
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Dunn Investment Company 401(k) Plan reports 1,815 participants - 5.0x that state average ($85M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $15M |
| Employer EIN | 630739798 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dunn Investment Company)
| 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
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dunn Investment Company 401(k) Plan by total assets, not by location.
- Steel Affiliates 401(k) Profit Sharing Plan (TX) $85M · 1,492
- 401(k) Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP (NY) $85M · 143
- American Furniture Warehouse 401(k) Plan (CO) $85M · 3,000
- Tlc Retirement Savings Plan (MN) $85M · 4,919
Frequently Asked Questions
How did Dunn Investment Company 401(k) Plan assets move in 2023? ▼
How have Dunn Investment Company plan assets changed over time? ▼
Where does Dunn Investment Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Dunn Investment Company 401(k) Plan? ▼
Next read for Dunn Investment Company 401(k) Plan
Filing takeaways
Ways to act on Dunn Investment Company 401(k) Plan's numbers.
- By total assets, Dunn Investment Company 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Dunn Investment Company's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Construction plans