Benchmarking The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust in Batesville, MS against all plans
The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust in Batesville, MS has the least net assets (assets minus liabilities) ($109.10M) of the 1,503 plans with at least $107.80M in the value of interest in registered investment companies (e.g., mutual funds) (The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust is at $109.10M). Those $109.10M compare to an average of $173.40M across the 1,503 plans.
Note: net assets (assets minus liabilities) =
total assets - total liabilities
The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust has these standings among those 1,503 plans:
Among those 1,503 plans, it also has the lowest diversity of asset types (0.0%).
Note: net assets (assets minus liabilities) =
total assets - total liabilities
The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust has these standings among those 1,503 plans:
- net assets (assets minus liabilities) = $109.10M (the least)
- total assets = $109.10M (the least)
- total liabilities = $0 (the least, tied)
Among those 1,503 plans, it also has the lowest diversity of asset types (0.0%).
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Peers
outdid Watkins & Eager PLLC 401(K) Savings Plan in Jackson, MS ($109.70M), Zausner Foods Corp and Participating Employers Savings Plus Plan in New Holland, PA ($109.70M), Cefcu Deferred Compensation Plan and Trust in Peoria, IL ($110.10M), and Cruise, LLC Retirement Trust in San Francisco, CA ($111.00M), and 1,498 others, ending with Oil States International, Inc. Retirement Plan in Houston, TX ($249.90M).
References
- value of interest in registered investment companies (e.g., mutual funds). At end of plan year. A registered investment company is an investment company registered under the Investment Company Act of 1940. These are mutual funds (legally known as open-end companies), closed-end funds (legally known as closed-end companies), and UITs (legally known as unit investment trusts). Line 1c(13) of Schedule H. A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- net assets (assets minus liabilities). At end of plan year. Net assets equal total assets minus total liabilities. Line 1l from Schedule H. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.