401(k) · DOL Form 5500 · 2024
The Dune Company of Yuma 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $165,557
- Avg per participant Above avg balance/head
Official DOL plan name: The Dune Companies 401(k) Profit Sharing Plan · Sponsored by The Dune Company of Yuma · Arizona · Retail Trade
$6M in assets, 35 participants
The Dune Company of Yuma's The Dune Companies 401(k) Profit Sharing Plan reported $6M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #4,462 in Retail Trade (8,048 peers)
The Dune Company of Yuma multi-year trail
The Dune Company of Yuma's plans moved +51.5% in assets from 2022 to 2024; this filing shows The Dune Companies 401(k) Profit Sharing Plan at $6M / 35 participants.
- #4,462
- in Retail Trade (8,048 peers)
- +21.6%
- assets growth YoY
The Dune Companies 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
The Dune Companies 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,794,500 45th percentile higher than 45% 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
The Dune Companies 401(k) Profit Sharing 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. The Dune Companies 401(k) Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Dune Companies 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Dune Companies 401(k) Profit Sharing Plan reported net income rose from $940K in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860810744 · The Dune Company of Yuma PY 2024 · 401(k)
The Dune Companies 401(k) Profit Sharing Plan · $6M · 35 · 45th
- PCT $6M
- PCT 35
- PCT 45th
- PCT 401(k)
- PCT near Unity Hospice 401(k) Plan
- PCT ind #4462
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 Retail Trade retirement plans → · Plans in Arizona →
The Dune Companies 401(k) Profit Sharing Plan in the asset neighbourhood
The Dune Company of Yuma multi-year asset trail
Sponsor-wide plan assets over time
All The Dune Company of Yuma plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 51.45642030679171% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $4M |
| 2023 | 1 | 35 | $5M |
| 2024 | 1 | 35 | $6M |
The Dune Company of Yuma filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 860810744 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
The Dune Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Unity Hospice 401(k) Plan in IL ($6M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.
- Little - Morris, LLP Profit Sharing Plan (ID) 35 · 0 off
- Idaho Arthritis Center 401(k) Plan (ID) 35 · 0 off
- Dynamic Research, Inc. Retirement Plan (CA) 35 · 0 off
- Coact, Inc. 401(k) Plan (MD) 35 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.