Profit Sharing · DOL Form 5500 · 2024
Dunleavy Financial Management, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $871K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $58,070
- Avg per participant Low balance/head
Official DOL plan name: Dunleavy Financial Management, Inc. Retirement Plan · Sponsored by Dunleavy Financial Management, Inc. · New Jersey · Retail Trade
$871K in assets, 15 participants
Dunleavy Financial Management, Inc.'s Dunleavy Financial Management, Inc. Retirement Plan reported $871K in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,748 in Retail Trade (8,048 peers)
Dunleavy Financial Management, Inc. multi-year trail
Dunleavy Financial Management, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Dunleavy Financial Management, Inc. Retirement Plan at $871K / 15 participants.
- #2,748
- in Retail Trade (8,048 peers)
- +2.4%
- assets growth YoY
Dunleavy Financial Management, Inc. Retirement Plan among the smaller filed plans by assets
Dunleavy Financial Management, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$871,054 22nd percentile higher than 22% 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
Dunleavy Financial Management, Inc. 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. Dunleavy Financial Management, Inc. Retirement Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dunleavy Financial Management, Inc. Retirement Plan reported net income fell from $100K in the plan year 2023 filing to $20K in the plan year 2024 filing.
- Dunleavy Financial Management, Inc. Retirement Plan reported participants rose from 11 in the plan year 2023 filing to 15 in the plan year 2024 filing.
- Dunleavy Financial Management, Inc. Retirement Plan end-of-year assets rose from $851K in the plan year 2023 filing to $871K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 463370861 · Dunleavy Financial Management, Inc. PY 2024 · Profit Sharing
Dunleavy Financial Management, Inc. Retirement Plan · $871K · 15 · 22nd
- BOOK $871K
- BOOK 15
- BOOK 22nd
- BOOK Profit Sharing
- BOOK near Herringbone Hospitality Inc. Retirement Plan
- BOOK ind #2748
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 Retail Trade retirement plans → · Plans in New Jersey →
Dunleavy Financial Management, Inc. Retirement Plan in the asset neighbourhood
Dunleavy Financial Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dunleavy Financial Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $871K 15.985885486018642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $751K |
| 2023 | 1 | 11 | $851K |
| 2024 | 1 | 15 | $871K |
Dunleavy Financial Management, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $851K |
|---|---|
| Net Assets (End of Year) | $871K |
| Net Income | $20K |
| Employer EIN | 463370861 |
| Plan Effective Date | 2013-08-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Dunleavy Financial Management, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Herringbone Hospitality Inc. Retirement Plan in NC ($870K); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($871K here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.