Profit Sharing · DOL Form 5500 · 2023
Moody Dunbar, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $12M
- Total assets
- 194
- Participants
- 62nd
- Percentile by assets
- $60,386
- Avg per participant
Official DOL plan name: Moody Dunbar, Inc. Profit Sharing Plan · Sponsored by Moody Dunbar, Inc. · Tennessee · Manufacturing
$12M in assets, 194 participants
Moody Dunbar, Inc.'s Moody Dunbar, Inc. Profit Sharing Plan reported $12M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 127,072 plans)
- #9,175 in Manufacturing (18,722 peers)
Coverage in Tennessee
Moody Dunbar, Inc. Profit Sharing Plan covers 194 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.
- $12M
- total plan assets (2023 EOY)
- 194
- covered participants
- 62nd
- percentile by assets (of 127,072 plans)
- $60,386
- avg assets per participant
The plan reported a net loss of $712K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Moody Dunbar, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to -$712K in the plan year 2023 filing.
- Moody Dunbar, Inc. Profit Sharing Plan end-of-year assets fell from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Moody Dunbar, Inc. Profit Sharing Plan reports 194 participants - about 17% of that state average ($12M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$712K |
| Employer EIN | 620629133 |
| Plan Effective Date | 1966-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moody Dunbar, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 195 | $12M |
| 2023 | 1 | 194 | $12M |
| 2024 | 1 | 183 | $14M |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Moody Dunbar, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Moody Dunbar, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Moody Dunbar, Inc. Profit Sharing Plan assets move in 2023? ▼
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Next read for Moody Dunbar, Inc. Profit Sharing Plan
Filing takeaways
Ways to act on Moody Dunbar, Inc. Profit Sharing Plan's numbers.
- By total assets, Moody Dunbar, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
- Moody Dunbar, Inc.'s sponsor-wide assets have grown 9.3% since 2022 across 3 plan years on file. More Manufacturing plans