401(k) · DOL Form 5500 · 2023

P. Graham Dunn, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
156
Participants Small participant base
45th
Percentile by assets National rank
$32,917
Avg per participant Low balance/head
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Official DOL plan name: P. Graham Dunn, Inc. 401(k) Plan · Sponsored by P. Graham Dunn, Inc. · Ohio · Manufacturing

$5M in assets, 156 participants

P. Graham Dunn, Inc.'s P. Graham Dunn, Inc. 401(k) Plan reported $5M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,255 in Manufacturing (18,722 peers)

Coverage in Ohio

P. Graham Dunn, Inc. 401(k) Plan covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#5,255
in Manufacturing (18,722 peers)
+13.7%
assets growth YoY

P. Graham Dunn, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

P. Graham Dunn, Inc. 401(k) Plan vs every filed plan by assets

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

$5,134,984 45th percentile higher than 45% 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

P. Graham Dunn, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P. Graham Dunn, Inc. 401(k) Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P. Graham Dunn, Inc. 401(k) Plan reported net income rose from -$600K in the plan year 2022 filing to $617K in the plan year 2023 filing.
  • P. Graham Dunn, Inc. 401(k) Plan reported participants fell from 197 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • P. Graham Dunn, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341667697 · P. Graham Dunn, Inc. PY 2023 · 401(k)

P. Graham Dunn, Inc. 401(k) Plan · $5M · 156 · 45th

  • VS-ST $5M
  • VS-ST 156
  • VS-ST 45th
  • VS-ST 401(k)
  • VS-ST near Corporate Brokers, LLC Retirement Savings Plan
  • VS-ST ind #5255

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 Manufacturing retirement plans → · Plans in Ohio →

P. Graham Dunn, Inc. 401(k) Plan in the asset neighbourhood

Encore Pipe & Construction 401(k) PlanEncore Pipe & Construction 4…$5MBecker & Gurian Profit Sharing Plan and TrustBecker & Gurian Profit Shari…$5MP. Graham Dunn, Inc. 401(k) PlanP. Graham Dunn, Inc. 401(k) …$5MCorporate Brokers, LLC Retirement Savings PlanCorporate Brokers, LLC Retir…$5MNorthtowns Cardiology, PLLC 401(k) Profit Sharing Plan & TrustNorthtowns Cardiology, PLLC …$5M
End-of-year total assets ($M) among P. Graham Dunn, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$617K
Employer EIN341667697
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P. Graham Dunn, Inc.)

Sponsor-wide plan assets over time

All P. Graham Dunn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 3.3610739429337886% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.62M $4.77M ▲ +3.2%
Year Plans Participants Total Assets
2022 2 402 $5M
2023 2 286 $5M
2024 2 250 $5M

Nearby 401(k) Plans in Ohio

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

P. Graham Dunn, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants P. Graham Dunn, Inc. 401(k) Plan, Total assets ($B): 0.005134984 · Participants: 156P. Graham Dunn, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
P. Graham Dunn, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare P. Graham Dunn, Inc. 401(k) Plan side-by-side with 3 peers →

P. Graham Dunn, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Corporate Brokers, LLC Retirement Savings Plan in MD ($5M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 P. Graham Dunn, Inc. 401(k) Plan assets move in 2023? ▼
P. Graham Dunn, Inc. 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $5M to $5M. Reported net income was $617K.
How have P. Graham Dunn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P. Graham Dunn, Inc.'s sponsor-wide assets grew 3.4%, from $5M to $5M.
Which 401(k) plans are similar in size to P. Graham Dunn, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corporate Brokers, LLC Retirement Savings Plan in MD ($5M, 307 participants).
Which 401(k) plans cover a similar participant headcount to P. Graham Dunn, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 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 341667697.

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.