401(k) · DOL Form 5500 · 2024

Dunham Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
141
Participants Small participant base
84th
Percentile by assets National rank
$339,114
Avg per participant High balance/head
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Official DOL plan name: Dunham Associates, Inc. 401(k) Plan · Sponsored by Dunham Associates, Inc. · Minnesota · Professional & Technical Services

$48M in assets, 141 participants

Dunham Associates, Inc.'s Dunham Associates, Inc. 401(k) Plan reported $48M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,028 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Dunham Associates, Inc. 401(k) Plan covers 141 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $48M.

#17,028
in Professional & Technical Services (20,173 peers)
+22.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Dunham Associates, Inc. 401(k) Plan's outsized position by total assets

Dunham Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$47,815,063 Top 16% higher than 84% 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

Dunham Associates, Inc. 401(k) 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. Dunham Associates, Inc. 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dunham Associates, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Dunham Associates, Inc. 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 460282077 · Dunham Associates, Inc. PY 2024 · 401(k)

Dunham Associates, Inc. 401(k) Plan · $48M · 141 · 84th

  • IND $48M
  • EOY 141
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Otolaryngology Associates LLC, 401(k) Plan
  • EIN ind #17028

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Dunham Associates, Inc. 401(k) Plan in the asset neighbourhood

Dunham Associates, Inc. 401(k) PlanDunham Associates, Inc. 401(…$48MOtolaryngology Associates LLC, 401(k) PlanOtolaryngology Associates LL…$48MNewpark Drilling Fluids 401(k)Newpark Drilling Fluids 401(…$48MRedners Markets, Inc. Pre-Tax Savings PlanRedners Markets, Inc. Pre-Ta…$48MFoley Family Wines 401(k) PlanFoley Family Wines 401(k) Pl…$48M
End-of-year total assets ($M) among Dunham Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$48M
Net Income$9M
Employer EIN460282077
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dunham Associates, Inc.)

Sponsor-wide plan assets over time

All Dunham Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 53.99324092462812% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $31.1M $47.8M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 116 $31M
2023 1 140 $39M
2024 1 141 $48M

Nearby 401(k) Plans in Minnesota

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

Dunham Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Dunham Associates, Inc. 401(k) Plan, Total assets ($B): 0.047815063 · Participants: 141Dunham Associates, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Dunham Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Dunham Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Dunham Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Otolaryngology Associates LLC, 401(k) Plan in IN ($48M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Dunham Associates, Inc. 401(k) Plan assets move in 2024? ▼
Dunham Associates, Inc. 401(k) Plan grew sharply - up 22.1% during 2024, from $39M to $48M. Reported net income was $9M.
How have Dunham Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dunham Associates, Inc.'s sponsor-wide assets grew 54.0%, from $31M to $48M.
Where does Dunham Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Dunham Associates, Inc. 401(k) Plan ranks in the 84th 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 Dunham Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Otolaryngology Associates LLC, 401(k) Plan in IN ($48M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Dunham Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 460282077.

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.