401(k) · DOL Form 5500 · 2024
J.L. Dunn & Company 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $618,419
- Avg per participant High balance/head
Official DOL plan name: J.L. Dunn & Company 401(k) Plan · Sponsored by J.L. Dunn & Company · Massachusetts · Construction
$6M in assets, 9 participants
J.L. Dunn & Company's J.L. Dunn & Company 401(k) Plan reported $6M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #3,844 in Construction (9,039 peers)
J.L. Dunn & Company multi-year trail
J.L. Dunn & Company's plans moved +208.7% in assets from 2022 to 2024; this filing shows J.L. Dunn & Company 401(k) Plan at $6M / 9 participants.
- #3,844
- in Construction (9,039 peers)
- +107.0%
- assets growth YoY
J.L. Dunn & Company 401(k) Plan's mid-pack asset rank among Construction and all filers
J.L. Dunn & Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,565,775 44th percentile higher than 44% 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
J.L. Dunn & Company 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. J.L. Dunn & Company 401(k) Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J.L. Dunn & Company 401(k) Plan reported net income rose from $378K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- J.L. Dunn & Company 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- J.L. Dunn & Company 401(k) Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
DOL schedule card
Filing strip 273183697 · J.L. Dunn & Company PY 2024 · 401(k)
J.L. Dunn & Company 401(k) Plan · $6M · 9 · 44th
- EOY $6M
- 5500 9
- ASSETS 44th
- PCT 401(k)
- EIN near Juniper Health Retirement Plan
- RANK ind #3844
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 Massachusetts →
J.L. Dunn & Company 401(k) Plan in the asset neighbourhood
J.L. Dunn & Company multi-year asset trail
Sponsor-wide plan assets over time
All J.L. Dunn & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 208.7061965913684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $2M |
| 2023 | 5 | 44 | $6M |
| 2024 | 2 | 19 | $7M |
J.L. Dunn & Company filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $3M |
| Employer EIN | 273183697 |
| Plan Effective Date | 2010-08-05 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
J.L. Dunn & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Juniper Health Retirement Plan in KY ($6M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Juniper Health Retirement Plan (KY) $6M · 163
- Forge Nano Inc. 401(k) Plan (CO) $6M · 112
- Matkin-Hoover Engineering, Inc. 401(k) Profit Sharing Plan (TX) $6M · 123
- Avalon Apparel, LLC 401(k) Plan (CA) $6M · 141
Similar participant headcount
Nearest other-state filings by covered participants (9 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.