Profit Sharing · DOL Form 5500 · 2023

Moody Dunbar, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
194
Participants Below avg headcount
62nd
Percentile by assets National rank
$60,386
Avg per participant Low balance/head
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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.

  • #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.

#9,175
in Manufacturing (18,722 peers)
-5.7%
assets change YoY

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.

Moody Dunbar, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Moody Dunbar, Inc. Profit Sharing Plan vs every filed plan by assets

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

$11,714,957 Top 38% higher than 62% 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

Moody Dunbar, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moody Dunbar, Inc. Profit Sharing Plan sits mid-pack in the medium band (194 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620629133 · Moody Dunbar, Inc. PY 2023 · Profit Sharing

Moody Dunbar, Inc. Profit Sharing Plan · $12M · 194 · 62nd

  • NET $12M
  • BOOK 194
  • VS-ST 62nd
  • BOY Profit Sharing
  • SCH near Atlanta Center for Dermatological Diseases PC Profit Plan
  • EBSA ind #9175

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 Manufacturing retirement plans → · Plans in Tennessee →

Moody Dunbar, Inc. Profit Sharing Plan in the asset neighbourhood

Fg Group Holdings, Inc. 401(k) PlanFg Group Holdings, Inc. 401(…$12MDavis Levin Livingston, Attorneys at Law Profit Sharing PlanDavis Levin Livingston, Atto…$12MAtlanta Center for Dermatological Diseases PC Profit PlanAtlanta Center for Dermatolo…$12MMoody Dunbar, Inc. Profit Sharing PlanMoody Dunbar, Inc. Profit Sh…$12MWilliam W. Roberts, III, D.M.D., P.C. Profit Sharing PlanWilliam W. Roberts, III, D.M…$12M
End-of-year total assets ($M) among Moody Dunbar, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$712K
Employer EIN620629133
Plan Effective Date1966-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Moody Dunbar, Inc.)

Sponsor-wide plan assets over time

All Moody Dunbar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 9.289531870843641% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $12.4M $13.6M ▲ +9.3%
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 Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Moody Dunbar, Inc. Profit Sharing Plan, Total assets ($M): 11.714957 · Participants: 194Moody Dunbar, Inc. Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Moody Dunbar, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Moody Dunbar, Inc. Profit Sharing Plan side-by-side with 3 peers →

Moody Dunbar, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Atlanta Center for Dermatological Diseases PC Profit Plan in GA ($12M); by covered participants it is Jewish Community Board of Akron, Inc. 403(b) Plan in OH (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Moody Dunbar, Inc. Profit Sharing Plan assets move in 2023? ▼
Moody Dunbar, Inc. Profit Sharing Plan pulled back noticeably - down 5.7% during 2023, from $12M to $12M. Reported net income was -$712K.
How have Moody Dunbar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moody Dunbar, Inc.'s sponsor-wide assets grew 9.3%, from $12M to $14M.
Which Profit Sharing plans are similar in size to Moody Dunbar, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Atlanta Center for Dermatological Diseases PC Profit Plan in GA ($12M, 41 participants).
Which Profit Sharing plans cover a similar participant headcount to Moody Dunbar, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jewish Community Board of Akron, Inc. 403(b) Plan in OH (194 participants, $4M 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 620629133.

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.