Retirement plan

DORSETT & JACKSON, INC. 401K PLAN

Name: DORSETT & JACKSON, INC. - DORSETT & JACKSON, INC. 401K PLAN (2025) Form 5500
Creator: DORSETT & JACKSON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DORSETT & JACKSON, INC. 401K PLAN, DORSETT & JACKSON, INC.

DORSETT & JACKSON, INC.EIN 95-1945696Plan #003PY 2025

325 AVENIDA ATEZADA - REDONDO BEACH, CA 90277323-268-1815dorsettandjackson.comLinkedIn11-50 employeeschemicals

Other plans on this EIN

1 filing

#004Retirement-$23.2M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$9.1M

+17.8% from 2024

Total participants

+11.1% from 2024

Average account balance

$603,923

+25.6% from 2024

Annual return

16.85%

-0.62 pp from 2024

Benchmarks

See 11,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort11,025 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.06M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$604K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.85%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$43

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$643

$32 / participant

Other / not subdivided$643100.0%

% of EOY assets

0.007%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$603,923

$136,860+341.3%

$120,344+401.8%

$154,746+290.3%

Participation rate

75.0%

79.9%-4.9pp

76.7%-1.7pp

80.7%-5.7pp

Annual return

16.85%

21.38%-4.5pp

20.30%-3.5pp

172.34%-155.5pp

Employer contribution / active EE

$3,533-100.0%

$3,020-100.0%

$4,379-100.0%

Participant deferral / active EE

$3,593

$5,793-38.0%

$5,135-30.0%

$6,730-46.6%

Admin fee / account holder

$43

$15,393-99.7%

$12,742-99.7%

$14,365-99.7%

DORSETT & JACKSON, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DORSETT & JACKSON, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion