401(k) · DOL Form 5500 · 2023

Dunlap & Kyle Co., Inc. 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
1,577
Participants Near avg headcount
92nd
Percentile by assets National rank
$74,612
Avg per participant Below avg balance/head
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Official DOL plan name: The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust · Sponsored by Dunlap & Kyle Co., Inc. · Mississippi · Wholesale Trade

$118M in assets, 1,577 participants

Dunlap & Kyle Co., Inc.'s The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust reported $118M in total assets and 1,577 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,917 in Wholesale Trade (6,309 peers)

Coverage in Mississippi

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust covers 1,577 participants in Mississippi, 4.3x the typical Mississippi plan (state average ~366 per filing). Assets: $118M.

#5,917
in Wholesale Trade (6,309 peers)
+13.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust's outsized position by total assets

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$117,663,219 Top 8% higher than 92% 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

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust'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. The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust lands in the large band (1,577 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust reported net income rose from -$21M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust end-of-year assets rose from $104M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust reported participants rose from 1,492 in the plan year 2022 filing to 1,577 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640349856 · Dunlap & Kyle Co., Inc. PY 2023 · 401(k)

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust · $118M · 1,577 · 92nd

  • EIN $118M
  • RANK 1,577
  • PHOTO 92nd
  • IND 401(k)
  • EOY near Soros Fund Management LLC Profit Sharing Plan
  • 5500 ind #5917

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 Wholesale Trade retirement plans → · Plans in Mississippi →

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Hornbeck Offshore Services, Inc. 401(k) PlanHornbeck Offshore Services, …$118MSoros Fund Management LLC Profit Sharing PlanSoros Fund Management LLC Pr…$118MEmployee Retirement Plan for Closure Systems InternationalEmployee Retirement Plan for…$118MThe Dunlap & Kyle Co., Inc. Profit Sharing Plan and TrustThe Dunlap & Kyle Co., Inc. …$118MMedvet, Inc. Employees Savings TrustMedvet, Inc. Employees Savin…$118M
End-of-year total assets ($M) among The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$118M
Net Income$14M
Employer EIN640349856
Plan Effective Date1967-10-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Dunlap & Kyle Co., Inc.)

Sponsor-wide plan assets over time

All Dunlap & Kyle Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133M 28.573669884409487% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $104M $133M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1,492 $104M
2023 1 1,577 $118M
2024 1 1,625 $133M

Nearby 401(k) Plans in Mississippi

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

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 02004006008001000 Total assets ($M) Participants The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust, Total assets ($M): 117.663219 · Participants: 1577The Dunlap & Kyle Co., Inc. Profit Sharing Plan and TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Soros Fund Management LLC Profit Sharing Plan in NY ($118M); by covered participants it is Momentive Performance Materials Savings Plan in NY (1,577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,577 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 The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust grew at a solid clip - up 13.5% during 2023, from $104M to $118M. Reported net income was $14M.
How have Dunlap & Kyle Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dunlap & Kyle Co., Inc.'s sponsor-wide assets grew 28.6%, from $104M to $133M.
Where does The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust ranks in the 92nd 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 The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Soros Fund Management LLC Profit Sharing Plan in NY ($118M, 160 participants).
Which 401(k) plans cover a similar participant headcount to The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Momentive Performance Materials Savings Plan in NY (1,577 participants, $447M 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 640349856.

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.