401(k) · DOL Form 5500 · 2024
Dungarvin Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 5,692
- Participants Above avg headcount
- 85th
- Percentile by assets National rank
- $9,905
- Avg per participant Low balance/head
Official DOL plan name: Dungarvin 401(k) Retirement Plan · Sponsored by Dungarvin Group, Inc. · Minnesota · Healthcare & Social Assistance
$56M in assets, 5,692 participants
Dungarvin Group, Inc.'s Dungarvin 401(k) Retirement Plan reported $56M in total assets and 5,692 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #14,812 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Dungarvin 401(k) Retirement Plan covers 5,692 participants in Minnesota, 5.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $56M.
- #14,812
- in Healthcare & Social Assistance (16,916 peers)
- +18.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Dungarvin 401(k) Retirement Plan's outsized position by total assets
Dungarvin 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,378,555 Top 15% higher than 85% 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
Dungarvin 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dungarvin 401(k) Retirement Plan lands in the large band (5,692 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dungarvin 401(k) Retirement Plan reported participants rose from 4,690 in the plan year 2023 filing to 5,692 in the plan year 2024 filing.
- Dungarvin 401(k) Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Dungarvin 401(k) Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 412022672 · Dungarvin Group, Inc. PY 2024 · 401(k)
Dungarvin 401(k) Retirement Plan · $56M · 5,692 · 85th
- PART $56M
- TYPE 5,692
- NET 85th
- BOOK 401(k)
- VS-ST near Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan
- BOY ind #14812
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Dungarvin 401(k) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 412022672 |
| Plan Effective Date | 1976-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dungarvin Group, Inc.)
Sponsor-wide plan assets over time
All Dungarvin Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 100.25765924293788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,506 | $40M |
| 2023 | 1 | 4,690 | $48M |
| 2024 | 2 | 8,951 | $79M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Scale composition for Dungarvin 401(k) Retirement Plan
Dungarvin 401(k) Retirement Plan reports $56M in end-of-year assets across 5,692 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $9,905 per participant (7% of the national average assets-per-participant) . Net income for plan year 2024 was $9M.
This plan identity (EIN 412022672, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $40M to $23M (-42.0%) while covered participants moved from 4,506 to 3,259 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,506 | $40M | Open filing |
| 2023 | 4,690 | $48M | Open filing |
| 2024 | 5,692 | $56M | This page |
| 2024 · index core | 3,259 | $23M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Dungarvin 401(k) Retirement Plan (401(k), $23M, 3,259 participants)
Dungarvin 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan in VA ($56M); by covered participants it is Aflac Incorporated 401(k) Savings and Profit Sharing Plan in GA (5,693 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,692 participants); asset peers above are excluded.
- Aflac Incorporated 401(k) Savings and Profit Sharing Plan (GA) 5,693 · 1 off
- Two Farms Inc. Employees' 401(k) Profit Sharing (MD) 5,693 · 1 off
- Xpo Logistics Retirement Savings Plan (OR) 5,689 · 3 off
- The University of Phoenix, Inc. Savings and Investment Plan (AZ) 5,686 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.