401(k) · DOL Form 5500 · 2024

Dow Wealth Management 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
34th
Percentile by assets National rank
$243,450
Avg per participant Above avg balance/head
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Official DOL plan name: Dow Wealth Management 401(k) Profit Sharing Plan & Trust · Sponsored by Dow Wealth Management · Maine · Finance & Insurance

$3M in assets, 12 participants

Dow Wealth Management's Dow Wealth Management 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,872 in Finance & Insurance (8,549 peers)

Dow Wealth Management multi-year trail

Dow Wealth Management's plans moved +91.8% in assets from 2022 to 2024; this filing shows Dow Wealth Management 401(k) Profit Sharing Plan & Trust at $3M / 12 participants.

#1,872
in Finance & Insurance (8,549 peers)
+40.6%
assets growth YoY

Dow Wealth Management 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Dow Wealth Management 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,921,396 34th percentile higher than 34% 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

Dow Wealth Management 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dow Wealth Management 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dow Wealth Management 401(k) Profit Sharing Plan & Trust reported net income rose from $554K in the plan year 2023 filing to $844K in the plan year 2024 filing.
  • Dow Wealth Management 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452452021 · Dow Wealth Management PY 2024 · 401(k)

Dow Wealth Management 401(k) Profit Sharing Plan & Trust · $3M · 12 · 34th

  • PART $3M
  • PART 12
  • PART 34th
  • PART 401(k)
  • PART near Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan
  • PART ind #1872

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 Maine →

Dow Wealth Management 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Dow Wealth Management 401(k) Profit Sharing Plan & TrustDow Wealth Management 401(k)…$3MAdept Plastic Finishing, Inc. 401(k) Profit Sharing PlanAdept Plastic Finishing, Inc…$3MLocal 6346 United Steelworkers of America AFL-CIO, Clc 401(k) PlanLocal 6346 United Steelworke…$3MRaw Materials Corporation PlanRaw Materials Corporation Pl…$3MBay Mechanical, Inc. 401(k) PlanBay Mechanical, Inc. 401(k) …$3M
End-of-year total assets ($M) among Dow Wealth Management 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dow Wealth Management multi-year asset trail

Sponsor-wide plan assets over time

All Dow Wealth Management plans reported in each filing year

Latest sponsor-wide plan assets
$3M 91.79320391727684% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.52M $2.92M ▲ +92.1%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 12 $2M
2024 1 12 $3M

Dow Wealth Management filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$844K
Employer EIN452452021
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Dow Wealth Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Dow Wealth Management 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002921396 · Participants: 12Dow Wealth Management 401(k) Profit Sharing Plan & TrustTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Dow Wealth Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Dow Wealth Management 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Dow Wealth Management 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan in MI ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Dow Wealth Management 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Dow Wealth Management 401(k) Profit Sharing Plan & Trust surged - up 40.6% during 2024, from $2M to $3M. Reported net income was $844K.
How have Dow Wealth Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dow Wealth Management's sponsor-wide assets grew 91.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Dow Wealth Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan in MI ($3M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Dow Wealth Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 452452021.

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.