401(k) · DOL Form 5500 · 2024

Fenner Dunlop Americas, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
259
Participants Below avg headcount
82nd
Percentile by assets National rank
$163,415
Avg per participant Above avg balance/head
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Official DOL plan name: Fenner Dunlop Retirement and Savings Plan · Sponsored by Fenner Dunlop Americas, Inc. · Pennsylvania · Manufacturing

$42M in assets, 259 participants

Fenner Dunlop Americas, Inc.'s Fenner Dunlop Retirement and Savings Plan reported $42M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,323 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Fenner Dunlop Retirement and Savings Plan covers 259 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.

#13,323
in Manufacturing (17,777 peers)
+11.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fenner Dunlop Retirement and Savings Plan's outsized position by total assets

Fenner Dunlop Retirement and Savings Plan vs every filed plan by assets

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

$42,324,451 Top 18% higher than 82% of 123,620 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 2024

Fenner Dunlop Retirement and Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fenner Dunlop Retirement and Savings Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fenner Dunlop Retirement and Savings Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fenner Dunlop Retirement and Savings Plan end-of-year assets rose from $38M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Fenner Dunlop Retirement and Savings Plan reported participants fell from 290 in the plan year 2023 filing to 259 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 580255700 · Fenner Dunlop Americas, Inc. PY 2024 · 401(k)

Fenner Dunlop Retirement and Savings Plan · $42M · 259 · 82nd

  • EIN $42M
  • EIN 259
  • EIN 82nd
  • EIN 401(k)
  • EIN near First State Bank 401(k) Profit Sharing Plan
  • EIN ind #13323

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 Pennsylvania →

Fenner Dunlop Retirement and Savings Plan in the asset neighbourhood

Touchmark Living Centers Inc. Employee Savings & Retirement PlanTouchmark Living Centers Inc…$42MAdvisor Managed Pooled Employer PlanAdvisor Managed Pooled Emplo…$42MFenner Dunlop Retirement and Savings PlanFenner Dunlop Retirement and…$42MFirst State Bank 401(k) Profit Sharing PlanFirst State Bank 401(k) Prof…$42MWisconsin Aluminum Foundry Co., Inc. 401(k) Retirement Savings PlanWisconsin Aluminum Foundry C…$42M
End-of-year total assets ($M) among Fenner Dunlop Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN580255700
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fenner Dunlop Americas, Inc.)

Sponsor-wide plan assets over time

All Fenner Dunlop Americas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 18.608724177852228% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.7M $42.3M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 311 $36M
2023 1 290 $38M
2024 1 259 $42M

Nearby 401(k) Plans in Pennsylvania

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

Fenner Dunlop Retirement and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Fenner Dunlop Retirement and Savings Plan, Total assets ($B): 0.042324451 · Participants: 259Fenner Dunlop Retirement and Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Fenner Dunlop Retirement and Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Fenner Dunlop Retirement and Savings Plan side-by-side with 3 peers →

Fenner Dunlop Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is First State Bank 401(k) Profit Sharing Plan in IL ($42M); by covered participants it is L.E. Bell Construction Company Inc., 401(k) Plan in AL (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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.

Frequently Asked Questions

How did Fenner Dunlop Retirement and Savings Plan assets move in 2024? ▼
Fenner Dunlop Retirement and Savings Plan grew at a solid clip - up 11.0% during 2024, from $38M to $42M. Reported net income was $4M.
How have Fenner Dunlop Americas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fenner Dunlop Americas, Inc.'s sponsor-wide assets grew 18.6%, from $36M to $42M.
Where does Fenner Dunlop Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Fenner Dunlop Retirement and Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fenner Dunlop Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bank 401(k) Profit Sharing Plan in IL ($42M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Fenner Dunlop Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.E. Bell Construction Company Inc., 401(k) Plan in AL (259 participants, $12M 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 580255700.

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.