401(k) · DOL Form 5500 · 2024

Dew Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
29
Participants Small participant base
69th
Percentile by assets National rank
$650,074
Avg per participant High balance/head
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Official DOL plan name: Dew Wealth Management Employee Stock Ownership 401(k) Plan · Sponsored by Dew Holdings, Inc. · Arizona · Finance & Insurance

$19M in assets, 29 participants

Dew Holdings, Inc.'s Dew Wealth Management Employee Stock Ownership 401(k) Plan reported $19M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,600 in Finance & Insurance (8,549 peers)

Dew Holdings, Inc. multi-year trail

Dew Holdings, Inc.'s plans moved +941.4% in assets from 2022 to 2024; this filing shows Dew Wealth Management Employee Stock Ownership 401(k) Plan at $19M / 29 participants.

#4,600
in Finance & Insurance (8,549 peers)
+248.5%
assets growth YoY

Dew Wealth Management Employee Stock Ownership 401(k) Plan's outsized position by total assets

Dew Wealth Management Employee Stock Ownership 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,852,134 Top 31% higher than 69% of 123,620 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 2024

Dew Wealth Management Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dew Wealth Management Employee Stock Ownership 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dew Wealth Management Employee Stock Ownership 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Dew Wealth Management Employee Stock Ownership 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Dew Wealth Management Employee Stock Ownership 401(k) Plan reported participants rose from 21 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 883929578 · Dew Holdings, Inc. PY 2024 · 401(k)

Dew Wealth Management Employee Stock Ownership 401(k) Plan · $19M · 29 · 69th

  • SCH $19M
  • SCH 29
  • SCH 69th
  • SCH 401(k)
  • SCH near Hampel Enterprises 401(k) Plan
  • SCH ind #4600

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 Finance & Insurance retirement plans → · Plans in Arizona →

Dew Wealth Management Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Dew Wealth Management Employee Stock Ownership 401(k) PlanDew Wealth Management Employ…$19MHampel Enterprises 401(k) PlanHampel Enterprises 401(k) Pl…$19MBorder Bank 401(k) Plan & TrustBorder Bank 401(k) Plan & Tr…$19MCornerstone Community Federal Credit Union Capital Accumulation PlanCornerstone Community Federa…$19MPartners 1st Federal Credit Union 401(k) Retirement Savings PlanPartners 1st Federal Credit …$19M
End-of-year total assets ($M) among Dew Wealth Management Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dew Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dew Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 941.3529980390532% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $1.81M $18.9M ▲ +941.4%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 21 $5M
2024 1 29 $19M

Dew Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$19M
Net Income$13M
Employer EIN883929578
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Dew Wealth Management Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Dew Wealth Management Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.018852134 · Participants: 29Dew Wealth Management Employee Stock Ownership 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Dew Wealth Management Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Dew Wealth Management Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Dew Wealth Management Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hampel Enterprises 401(k) Plan in KS ($19M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dew Wealth Management Employee Stock Ownership 401(k) Plan assets move in 2024? ▼
Dew Wealth Management Employee Stock Ownership 401(k) Plan surged - up 248.5% during 2024, from $5M to $19M. Reported net income was $13M.
How have Dew Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dew Holdings, Inc.'s sponsor-wide assets grew 941.4%, from $2M to $19M.
Which 401(k) plans are similar in size to Dew Wealth Management Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hampel Enterprises 401(k) Plan in KS ($19M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Dew Wealth Management Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 883929578.

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.