401(k) · DOL Form 5500 · 2023

J.L. Dunn & Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
34th
Percentile by assets National rank
$268,833
Avg per participant High balance/head
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Official DOL plan name: J.L. Dunn & Company 401(k) Plan · Sponsored by J.L. Dunn & Company · Massachusetts · Construction

$3M in assets, 10 participants

J.L. Dunn & Company's J.L. Dunn & Company 401(k) Plan reported $3M in total assets and 10 participants in its 2023 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.

  • #2,895 in Construction (9,030 peers)

J.L. Dunn & Company multi-year trail

J.L. Dunn & Company's plans moved +208.7% in assets from 2022 to 2024; this filing shows J.L. Dunn & Company 401(k) Plan at $3M / 10 participants.

#2,895
in Construction (9,030 peers)
+16.3%
assets growth YoY

J.L. Dunn & Company 401(k) Plan's mid-pack asset rank among Construction and all filers

J.L. Dunn & Company 401(k) Plan vs every filed plan by assets

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

$2,688,333 34th percentile higher than 34% 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

J.L. Dunn & Company 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.L. Dunn & Company 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.L. Dunn & Company 401(k) Plan reported net income fell from $743K in the plan year 2022 filing to $378K in the plan year 2023 filing.
  • J.L. Dunn & Company 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J.L. Dunn & Company 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273183697 · J.L. Dunn & Company PY 2023 · 401(k)

J.L. Dunn & Company 401(k) Plan · $3M · 10 · 34th

  • TYPE $3M
  • TYPE 10
  • TYPE 34th
  • TYPE 401(k)
  • TYPE near Northern Lights Energy Companies Inc 401(k) Profit Sharing Plan
  • TYPE ind #2895

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 Construction retirement plans → · Plans in Massachusetts →

J.L. Dunn & Company 401(k) Plan in the asset neighbourhood

J.L. Dunn & Company 401(k) PlanJ.L. Dunn & Company 401(k) P…$3MNorthern Lights Energy Companies Inc 401(k) Profit Sharing PlanNorthern Lights Energy Compa…$3MStarmount Management LLC 401(k) Profit Sharing Plan & TrustStarmount Management LLC 401…$3MWashers, Inc. Union Employee Profit Sharing & 401(k) PlanWashers, Inc. Union Employee…$3MMosser Companies 401(k) Plan$3M
End-of-year total assets ($M) among J.L. Dunn & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J.L. Dunn & Company multi-year asset trail

Sponsor-wide plan assets over time

All J.L. Dunn & Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 208.7061965913684% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.31M $7.13M ▲ +208.7%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 5 44 $6M
2024 2 19 $7M

J.L. Dunn & Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$378K
Employer EIN273183697
Plan Effective Date2010-08-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

J.L. Dunn & Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants J.L. Dunn & Company 401(k) Plan, Total assets ($B): 0.002688333 · Participants: 10J.L. Dunn & Company 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
J.L. Dunn & Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare J.L. Dunn & Company 401(k) Plan side-by-side with 3 peers →

J.L. Dunn & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Northern Lights Energy Companies Inc 401(k) Profit Sharing Plan in WY ($3M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 J.L. Dunn & Company 401(k) Plan assets move in 2023? ▼
J.L. Dunn & Company 401(k) Plan grew sharply - up 16.3% during 2023, from $2M to $3M. Reported net income was $378K.
How have J.L. Dunn & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.L. Dunn & Company's sponsor-wide assets grew 208.7%, from $2M to $7M.
Which 401(k) plans are similar in size to J.L. Dunn & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Lights Energy Companies Inc 401(k) Profit Sharing Plan in WY ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to J.L. Dunn & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 273183697.

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.