401(k) · DOL Form 5500 · 2024
Dluzak & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $711K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $355,492
- Avg per participant High balance/head
Official DOL plan name: Dluzak & Associates, Inc. Retirement Plan · Sponsored by Dluzak & Associates, Inc. · Indiana · Finance & Insurance
$711K in assets, 2 participants
Dluzak & Associates, Inc.'s Dluzak & Associates, Inc. Retirement Plan reported $711K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #961 in Finance & Insurance (8,549 peers)
Dluzak & Associates, Inc. multi-year trail
Dluzak & Associates, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Dluzak & Associates, Inc. Retirement Plan at $711K / 2 participants.
- #961
- in Finance & Insurance (8,549 peers)
- +31.6%
- assets growth YoY
Dluzak & Associates, Inc. Retirement Plan among the smaller filed plans by assets
Dluzak & Associates, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$710,983 20th percentile higher than 20% 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
Dluzak & Associates, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dluzak & Associates, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dluzak & Associates, Inc. Retirement Plan reported net income rose from $45K in the plan year 2023 filing to $171K in the plan year 2024 filing.
- Dluzak & Associates, Inc. Retirement Plan end-of-year assets rose from $540K in the plan year 2023 filing to $711K in the plan year 2024 filing.
DOL schedule card
Filing strip 260259951 · Dluzak & Associates, Inc. PY 2024 · 401(k)
Dluzak & Associates, Inc. Retirement Plan · $711K · 2 · 20th
- PART $711K
- TYPE 2
- NET 20th
- BOOK 401(k)
- VS-ST near East Tennessee Senior Care Inc 401(k) Plan
- BOY ind #961
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 Indiana →
Dluzak & Associates, Inc. Retirement Plan in the asset neighbourhood
Dluzak & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dluzak & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $711K 43.42055098208108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $496K |
| 2023 | 1 | 2 | $540K |
| 2024 | 1 | 2 | $711K |
Dluzak & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $540K |
|---|---|
| Net Assets (End of Year) | $711K |
| Net Income | $171K |
| Employer EIN | 260259951 |
| Plan Effective Date | 2016-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Dluzak & Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is East Tennessee Senior Care Inc 401(k) Plan in TN ($711K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($711K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.