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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 lowest diversity of asset types (0.0%) among all the 2,968 plans. That 0.0% compares to an average of 16.6% across those 2,968 plans.

The Dunlap & Kyle Co., Inc. Profit Sharing Plan and Trust has these asset-types standings among all the 2,968 plans:

  • diversity of asset types = 0.0% (the lowest, tied)

  • total noninterest-bearing cash = $0 (11th-least, tied)

  • receivables - employer contributions = $0 (3rd-least in, tied)

  • receivables - participant contributions = $0 (4th-least in, tied)

  • other receivables (not employer nor participant contributions) = $0 (the least in, tied)

  • interest-bearing cash (e.g., money market accounts, certificates of deposit) = $0 (7th-least, tied)

  • U.S. government securities = $0.0K (the least in, tied)

  • corporate debt instruments (preferred & other than employer securities) = $0 (the least in, tied)

  • corporate debt instruments (below preferred & other than employer securities) = $0 (the least in, tied)

  • corporate preferred stocks (other than employer securities) = $0 (the least in, tied)

  • corporate common stocks (other than employer securities) = $0 (the least in, tied)

  • partnership/joint venture interests = $0 (the least in, tied)

  • real estate (other than employer real property) = $0 (the least in, tied)

  • loans (other than to participants) = $0 (the least in, tied)

  • participant loans = $0 (the least in, tied)

  • value of interest in common/collective trusts = $0 (the lowest, tied)

  • value of interest in pooled separate accounts = $0 (the lowest, tied)

  • value of interest in master trust investment accounts = $0.0K (the lowest, tied)

  • value of interest in 103-12 investment entities = $0 (the lowest, tied)

  • value of interest in registered investment companies (e.g., mutual funds) = $109.10M (1,465th-highest, tied)

  • value of funds held in insurance company general account (unallocated contracts) = $0 (the lowest, tied)

  • other general investments = $0 (12th-least in, tied)

  • employer-related securities investments = $0 (3rd-least in, tied)

  • employer-related real-property investments = $0 (the least in, tied)

  • buildings and other property used in plan operation = $0 (the least in, tied)

Visualize

 
 

Peers

tied with Schlumberger Savings and Profit Sharing Plan for U.S. Taxpayers Employed Abroad in Houston, TX (0.0%) and Centerstate Bank 401(K) Plan in Winter Haven, FL (0.0%).

trailed John Hancock Savings and Investment Plan in Boston, MA (0.1%), Poet Biorefining 401(K) Plan in Sioux Falls, SD (0.1%), Intersystems Corporation 401(K) Profit Sharing Retirement Plan in Cambridge, MA (0.1%), and Davis Polk Associates Savings Plan in New York, NY (0.1%), and 2,961 others, ending with Telos Corporation Shared Savings Plan in Ashburn, VA (49.3%).

References

  1. diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. 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.