401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 10
Participants Small participant base: 27th
Percentile by assets National rank: $156,757
Avg per participant Above avg 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

$2M in assets, 10 participants

J.L. Dunn & Company's J.L. Dunn & Company 401(k) Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#2,313 in Construction (9,039 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 $2M / 10 participants.

#2,313
in Construction (9,039 peers): +29.5%
assets growth YoY

J.L. Dunn & Company 401(k) Plan among the smaller filed plans by assets

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

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

$1,567,567 27th percentile higher than 27% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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

Plan-year 2024 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.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

J.L. Dunn & Company 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
J.L. Dunn & Company 401(k) Plan reported net income fell from $378K in the plan year 2023 filing to $357K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 273183697 · J.L. Dunn & Company PY 2024 · 401(k)

J.L. Dunn & Company 401(k) Plan · $2M · 10 · 27th

EIN $2M
EIN 10
EIN 27th
EIN 401(k)
EIN near Rlh 401(k) Trust
EIN ind #2313

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 →

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 2024.

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

Latest sponsor-wide plan assets: $7M 208.7061965913684% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	11	$2M
2023	5	44	$6M
2024	2	19	$7M

J.L. Dunn & Company filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$357K
Employer EIN	273183697
Plan Effective Date	2010-08-05
Filing Status	FILING 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

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

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 Rlh 401(k) Trust in CT ($2M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Rlh 401(k) Trust (CT) $2M · 3
Rrw, PC 401(k) Profit Sharing Plan (GA) $2M · 1
Department of Labor Federal Credit Union 401(k) Plan (DC) $2M · 30
Highline Exploration, Inc. Savings Plan (AL) $2M · 4

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

Hero Home Services 401(k) Plan (MN) 10 · 0 off
Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
Profit Sharing Plan for Employees of Edward B Kampsen, M.D., P.a. (FL) 10 · 0 off

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 J.L. Dunn & Company 401(k) Plan assets move in 2024? ▼

J.L. Dunn & Company 401(k) Plan grew sharply - up 29.5% during 2024, from $1M to $2M. Reported net income was $357K.

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 Rlh 401(k) Trust in CT ($2M, 3 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 Hero Home Services 401(k) Plan in MN (10 participants, N/A 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 273183697.