401(k) · DOL Form 5500 · 2024

Dupree & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 12
Participants Small participant base: 46th
Percentile by assets National rank: $505,726
Avg per participant High balance/head

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Official DOL plan name: Dupree & Company Retirement Plan · Sponsored by Dupree & Company, Inc. · Kentucky · Finance & Insurance

$6M in assets, 12 participants

Dupree & Company, Inc.'s Dupree & Company Retirement Plan reported $6M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#2,657 in Finance & Insurance (8,549 peers)

Dupree & Company, Inc. multi-year trail

Dupree & Company, Inc.'s plans moved +36.3% in assets from 2022 to 2024; this filing shows Dupree & Company Retirement Plan at $6M / 12 participants.

#2,657
in Finance & Insurance (8,549 peers): +16.2%
assets growth YoY

Dupree & Company Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Dupree & Company Retirement Plan vs every filed plan by assets

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

$6,068,714 46th percentile higher than 46% 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

Dupree & Company Retirement 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. Dupree & Company Retirement Plan is a small filing (12 participants) on this national headcount ladder.

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%)

Dupree & Company Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Dupree & Company Retirement Plan reported net income rose from $769K in the plan year 2023 filing to $847K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610597886 · Dupree & Company, Inc. PY 2024 · 401(k)

Dupree & Company Retirement Plan · $6M · 12 · 46th

SCH $6M
EBSA 12
PART 46th
TYPE 401(k)
NET near Lcd Elevator Repair Inc. 401(k) Profit Sharing Plan
BOOK ind #2657

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 Kentucky →

End-of-year total assets ($M) among Dupree & Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dupree & Company, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $6M 36.288768840525194% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	13	$4M
2023	1	12	$5M
2024	1	12	$6M

Dupree & Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$847K
Employer EIN	610597886
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Dupree & Company Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Dupree & Company Retirement Plan side-by-side with 3 peers →

Dupree & Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Lcd Elevator Repair Inc. 401(k) Profit Sharing Plan in NY ($6M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Lcd Elevator Repair Inc. 401(k) Profit Sharing Plan (NY) $6M · 84
Adams Auto Corp 401(k) Plan (MO) $6M · 93
The Every Company 401(k) Plan (CA) $6M · 93
Van Bortel Ford, Inc. 401(k) Profit Sharing Plan (NY) $6M · 156

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan (TN) 12 · 0 off
Mason Hill Advisors, LLC Profit Sharing Plan (CT) 12 · 0 off
Aj Machining, LLC 401(k)/Profit Sharing Plan (MN) 12 · 0 off
Adamsville Properties, Inc. 401(k) Plan (DE) 12 · 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 Dupree & Company Retirement Plan assets move in 2024? ▼

Dupree & Company Retirement Plan grew sharply - up 16.2% during 2024, from $5M to $6M. Reported net income was $847K.

How have Dupree & Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dupree & Company, Inc.'s sponsor-wide assets grew 36.3%, from $4M to $6M.

Which 401(k) plans are similar in size to Dupree & Company Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lcd Elevator Repair Inc. 401(k) Profit Sharing Plan in NY ($6M, 84 participants).

Which 401(k) plans cover a similar participant headcount to Dupree & Company Retirement Plan? ▼

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 610597886.