401(k) · DOL Form 5500 · 2024
Dungarvin Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 3,259
- Participants Above avg headcount
- 73rd
- Percentile by assets National rank
- $7,046
- Avg per participant Low balance/head
Official DOL plan name: Dungarvin 401(k) Retirement Plan · Sponsored by Dungarvin Group, Inc. · Minnesota · Healthcare & Social Assistance
$23M in assets, 3,259 participants
Dungarvin Group, Inc.'s Dungarvin 401(k) Retirement Plan reported $23M in total assets and 3,259 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,023 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Dungarvin 401(k) Retirement Plan covers 3,259 participants in Minnesota, 2.9x the typical Minnesota plan (state average ~1,126 per filing). Assets: $23M.
- #13,023
- in Healthcare & Social Assistance (16,916 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $206K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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
$22,961,515 Top 27% higher than 73% 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 (3,259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dungarvin 401(k) Retirement Plan reported net income fell from $8M in the plan year 2023 filing to -$206K in the plan year 2024 filing.
- Dungarvin 401(k) Retirement Plan end-of-year assets fell from $48M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Dungarvin 401(k) Retirement Plan reported participants fell from 4,690 in the plan year 2023 filing to 3,259 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 · $23M · 3,259 · 73rd
- IND $23M
- EOY 3,259
- 5500 73rd
- ASSETS 401(k)
- PCT near Voyager Therapeutics Inc. 401(k) Plan
- EIN ind #13023
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) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$206K |
| 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
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 Voyager Therapeutics Inc. 401(k) Plan in MA ($23M); by covered participants it is Coolsys, Inc. 401(k) Plan in CA (3,260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Voyager Therapeutics Inc. 401(k) Plan (MA) $23M · 160
- Helix 401 (K) Plan (CA) $23M · 247
- Palm Beach Orthopaedic Institute, P.a. 401(k) Plan (FL) $23M · 79
- Skyla Federal Credit Union 401(k) Plan (NC) $23M · 306
Similar participant headcount
Nearest other-state filings by covered participants (3,259 participants); asset peers above are excluded.
- Coolsys, Inc. 401(k) Plan (CA) 3,260 · 1 off
- Aspen Hr Peo LLC Retirement Savings Plan (FL) 3,258 · 1 off
- Avi-Spl 401(k) Plan (FL) 3,261 · 2 off
- Invesco 401(k) Plan (GA) 3,257 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.