401(k) · DOL Form 5500 · 2024

Dynex Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
21
Participants Small participant base
58th
Percentile by assets National rank
$532,637
Avg per participant High balance/head
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Official DOL plan name: Dynex Capital, Inc. 401(k) Plan · Sponsored by Dynex Capital, Inc. · Virginia · Finance & Insurance

$11M in assets, 21 participants

Dynex Capital, Inc.'s Dynex Capital, Inc. 401(k) Plan reported $11M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,589 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Dynex Capital, Inc. 401(k) Plan holds $11M for 21 participants - about $532,637 per participant, above the median plan by assets.

#3,589
in Finance & Insurance (8,549 peers)
-3.5%
assets change YoY

The plan reported a net loss of $404K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dynex Capital, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Dynex Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$11,185,382 Top 42% higher than 58% 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

Dynex Capital, Inc. 401(k) 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. Dynex Capital, Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dynex Capital, Inc. 401(k) Plan reported net income fell from $637K in the plan year 2023 filing to -$404K in the plan year 2024 filing.
  • Dynex Capital, Inc. 401(k) Plan reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Dynex Capital, Inc. 401(k) Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521549373 · Dynex Capital, Inc. PY 2024 · 401(k)

Dynex Capital, Inc. 401(k) Plan · $11M · 21 · 58th

  • EBSA $11M
  • PART 21
  • TYPE 58th
  • NET 401(k)
  • BOOK near Morrissey Hospitality Companies, Inc. 401(k)
  • VS-ST ind #3589

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 Virginia →

Dynex Capital, Inc. 401(k) Plan in the asset neighbourhood

Dynex Capital, Inc. 401(k) PlanDynex Capital, Inc. 401(k) P…$11MMorrissey Hospitality Companies, Inc. 401(k)Morrissey Hospitality Compan…$11MJohns Hopkins Medical Associates 401(k) PlanJohns Hopkins Medical Associ…$11MNu-Way Logistics, Inc. 401(k) PlanNu-Way Logistics, Inc. 401(k…$11MSynergetics 401(k) Plan$11M
End-of-year total assets ($M) among Dynex Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$404K
Employer EIN521549373
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dynex Capital, Inc.)

Sponsor-wide plan assets over time

All Dynex Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2.1307947202784656% vs 2022
2024 filing year
$10.8M$11M$11.2M$11.4M$11.6M$11.8M 202220232024 $11M $11.2M ▲ +2.2%
Year Plans Participants Total Assets
2022 1 20 $11M
2023 1 20 $12M
2024 1 21 $11M

Nearby 401(k) Plans in Virginia

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

Dynex Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Dynex Capital, Inc. 401(k) Plan, Total assets ($B): 0.011185382 · Participants: 21Dynex Capital, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Dynex Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Dynex Capital, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Morrissey Hospitality Companies, Inc. 401(k) in MN ($11M); by covered participants it is Phx Minerals Inc. 401(k) Plan in OK (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Dynex Capital, Inc. 401(k) Plan assets move in 2024? ▼
Dynex Capital, Inc. 401(k) Plan edged down modestly - down 3.5% during 2024, from $12M to $11M. Reported net income was -$404K.
How have Dynex Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dynex Capital, Inc.'s sponsor-wide assets grew 2.1%, from $11M to $11M.
Which 401(k) plans are similar in size to Dynex Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morrissey Hospitality Companies, Inc. 401(k) in MN ($11M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Dynex Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phx Minerals Inc. 401(k) Plan in OK (21 participants, $2M 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 521549373.

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.