401(k) · DOL Form 5500 · 2024
Dunn Investment Company 401(k) Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 1,971
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $48,070
- Avg per participant Low balance/head
Official DOL plan name: Dunn Investment Company 401(k) Plan · Sponsored by Dunn Investment Company · Alabama · Construction
$95M in assets, 1,971 participants
Dunn Investment Company's Dunn Investment Company 401(k) Plan reported $95M in total assets and 1,971 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #8,002 in Construction (9,039 peers)
Coverage in Alabama
Dunn Investment Company 401(k) Plan covers 1,971 participants in Alabama, 5.5x the typical Alabama plan (state average ~360 per filing). Assets: $95M.
- #8,002
- in Construction (9,039 peers)
- +11.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Dunn Investment Company 401(k) Plan's outsized position by total assets
Dunn Investment Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$94,746,791 Top 10% higher than 90% 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
Dunn Investment Company 401(k) 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. Dunn Investment Company 401(k) Plan lands in the large band (1,971 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dunn Investment Company 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Dunn Investment Company 401(k) Plan end-of-year assets rose from $85M in the plan year 2023 filing to $95M in the plan year 2024 filing.
- Dunn Investment Company 401(k) Plan reported participants rose from 1,815 in the plan year 2023 filing to 1,971 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 630739798 · Dunn Investment Company PY 2024 · 401(k)
Dunn Investment Company 401(k) Plan · $95M · 1,971 · 90th
- PCT $95M
- PCT 1,971
- PCT 90th
- PCT 401(k)
- PCT near Seismic 401(k) Plan
- PCT ind #8002
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 Construction retirement plans → · Plans in Alabama →
Dunn Investment Company 401(k) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $9M |
| Employer EIN | 630739798 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dunn Investment Company)
Sponsor-wide plan assets over time
All Dunn Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 34.49169261746334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,736 | $70M |
| 2023 | 1 | 1,815 | $85M |
| 2024 | 1 | 1,971 | $95M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Dunn Investment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Seismic 401(k) Plan in CA ($95M); by covered participants it is Pkf O'connor Davies 401(k) Savings & Retirement Plan in NY (1,971 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
- Seismic 401(k) Plan (CA) $95M · 989
- Human Capital Concepts, LLC 401(k) Savings Plan (IN) $95M · 2,571
- Big G Express Employee Stock Ownership and 401(k) Plan (TN) $95M · 496
- Sofidel America 401(k) Plan (FL) $95M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1,971 participants); asset peers above are excluded.
- Pkf O'connor Davies 401(k) Savings & Retirement Plan (NY) 1,971 · 0 off
- U.S. Oral Surgery Management, LLC Retirement Plan (TX) 1,971 · 0 off
- Pacificsource 401(k) Plan (OR) 1,971 · 0 off
- Voyant Beauty, LLC 401(k) Plan (IL) 1,972 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.