401(k) · DOL Form 5500 · 2024
Dwell Holdings Inc 401(k) Plan
Data updated 2026-08-25
- $278K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $92,812
- Avg per participant Below avg balance/head
Official DOL plan name: Dwell Holdings Inc 401(k) Plan · Sponsored by Dwell Holdings Inc · Tennessee · Retail Trade
$278K in assets, 3 participants
Dwell Holdings Inc's Dwell Holdings Inc 401(k) Plan reported $278K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #1,716 in Retail Trade (8,048 peers)
Dwell Holdings Inc multi-year trail
Dwell Holdings Inc's plans moved -76.6% in assets from 2022 to 2024; this filing shows Dwell Holdings Inc 401(k) Plan at $278K / 3 participants.
- #1,716
- in Retail Trade (8,048 peers)
- +10.7%
- assets growth YoY
Dwell Holdings Inc 401(k) Plan among the smaller filed plans by assets
Dwell Holdings Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$278,436 13th percentile higher than 13% 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
Dwell Holdings Inc 401(k) 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. Dwell Holdings Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dwell Holdings Inc 401(k) Plan reported net income rose from -$941K in the plan year 2023 filing to $27K in the plan year 2024 filing.
- Dwell Holdings Inc 401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Dwell Holdings Inc 401(k) Plan end-of-year assets rose from $252K in the plan year 2023 filing to $278K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 921066371 · Dwell Holdings Inc PY 2024 · 401(k)
Dwell Holdings Inc 401(k) Plan · $278K · 3 · 13th
- EOY $278K
- 5500 3
- ASSETS 13th
- PCT 401(k)
- EIN near Mng 401(k) Psp
- RANK ind #1716
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 Tennessee →
Dwell Holdings Inc 401(k) Plan in the asset neighbourhood
Dwell Holdings Inc multi-year asset trail
Sponsor-wide plan assets over time
All Dwell Holdings Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $278K 76.64985517066715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $1M |
| 2023 | 1 | 4 | $252K |
| 2024 | 1 | 3 | $278K |
Dwell Holdings Inc filing trail (2024)
| Total Assets (Beginning of Year) | $252K |
|---|---|
| Net Assets (End of Year) | $278K |
| Net Income | $27K |
| Employer EIN | 921066371 |
| Plan Effective Date | 2022-11-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Dwell Holdings Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Mng 401(k) Psp in GA ($278K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($278K here).
- Mng 401(k) Psp (GA) $278K · 2
- Door 5784 Inc 401(k) Plan (TX) $278K · 1
- Global Tower, LLC 401(k) Plan (MA) $279K · N/A
- Oliveri Management Inc 401(k) Plan (CA) $279K · 8
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.