Civic Intelligence

Dunham Associates Inc.

Plan context: Dunham Associates Inc. 401K Plan

EIN 46-0282077 • Minneapolis, MN • 63 filings • 7 plans

50 South Sixth St.Suite 1100Minneapolis, MN 55402
Current Snapshot

Latest Year

2024

2024 Participants

141

2024 Assets

$47,815,063

2024 Contributions

$3,449,602

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$47,815,063$23,907,532$0199920122024YearValue
$47,815,063Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

163820199920122024YearValue
141Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242141$47,815,063$3,449,602$24,465iApproximate average salary by contribution assumption: employee only about $611,632 at 4% or $407,754 at 6%; with 50% employer match about $407,754 at 4% or $271,836 at 6%; with 100% employer match about $305,816 at 4% or $203,877 at 6%.
Dunham Associates Inc. 401K Plan-141$47,815,063$3,449,602$24,465iApproximate average salary by contribution assumption: employee only about $611,632 at 4% or $407,754 at 6%; with 50% employer match about $407,754 at 4% or $271,836 at 6%; with 100% employer match about $305,816 at 4% or $203,877 at 6%.
Dental Plan-133---
20235143$39,173,136$3,184,840$22,272iApproximate average salary by contribution assumption: employee only about $556,790 at 4% or $371,193 at 6%; with 50% employer match about $371,193 at 4% or $247,462 at 6%; with 100% employer match about $278,395 at 4% or $185,597 at 6%.
Dunham Associates Inc. 401K Plan-141$39,173,136$3,184,840$22,588iApproximate average salary by contribution assumption: employee only about $564,688 at 4% or $376,459 at 6%; with 50% employer match about $376,459 at 4% or $250,972 at 6%; with 100% employer match about $282,344 at 4% or $188,229 at 6%.
Dental Plan-123---
Group Term Life Insurance Plan-143---
Medical Insurance-131---
Long Term Disability Insurance-143---
20225149$31,050,105$2,493,810$16,737iApproximate average salary by contribution assumption: employee only about $418,424 at 4% or $278,950 at 6%; with 50% employer match about $278,950 at 4% or $185,966 at 6%; with 100% employer match about $209,212 at 4% or $139,475 at 6%.
Dunham Associates Inc. 401K Plan-140$31,050,105$2,493,810$17,813iApproximate average salary by contribution assumption: employee only about $445,323 at 4% or $296,882 at 6%; with 50% employer match about $296,882 at 4% or $197,921 at 6%; with 100% employer match about $222,662 at 4% or $148,441 at 6%.
Group Term Life Insurance Plan-142---
Medical Insurance-145---
Long Term Disability Insurance-149---
Dental Plan-123---
20215157$38,458,342$2,417,486$15,398iApproximate average salary by contribution assumption: employee only about $384,950 at 4% or $256,633 at 6%; with 50% employer match about $256,633 at 4% or $171,089 at 6%; with 100% employer match about $192,475 at 4% or $128,317 at 6%.
Dunham Associates Inc. 401K Plan-116$38,458,342$2,417,486$20,840iApproximate average salary by contribution assumption: employee only about $521,010 at 4% or $347,340 at 6%; with 50% employer match about $347,340 at 4% or $231,560 at 6%; with 100% employer match about $260,505 at 4% or $173,670 at 6%.
Group Term Life Insurance Plan-140---
Medical Insurance-157---
Dental Plan-119---
Long Term Disability Insurance-139---
20205115$32,434,534$1,983,166$17,245iApproximate average salary by contribution assumption: employee only about $431,123 at 4% or $287,415 at 6%; with 50% employer match about $287,415 at 4% or $191,610 at 6%; with 100% employer match about $215,562 at 4% or $143,708 at 6%.
Dunham Associates Inc. 401K Plan-106$32,434,534$1,983,166$18,709iApproximate average salary by contribution assumption: employee only about $467,728 at 4% or $311,819 at 6%; with 50% employer match about $311,819 at 4% or $207,879 at 6%; with 100% employer match about $233,864 at 4% or $155,909 at 6%.
Group Term Life Insurance Plan-114---
Medical Insurance-115---
Dental Plan-99---
Long Term Disability Insurance-113---
20195120$26,010,389$1,886,481$15,721iApproximate average salary by contribution assumption: employee only about $393,017 at 4% or $262,011 at 6%; with 50% employer match about $262,011 at 4% or $174,674 at 6%; with 100% employer match about $196,508 at 4% or $131,006 at 6%.
Dunham Associates Inc. 401K Plan-104$26,010,389$1,886,481$18,139iApproximate average salary by contribution assumption: employee only about $453,481 at 4% or $302,321 at 6%; with 50% employer match about $302,321 at 4% or $201,547 at 6%; with 100% employer match about $226,741 at 4% or $151,160 at 6%.
Group Term Life Insurance Plan-111---
Medical Insurance-120---
Long Term Disability Insurance-111---
Dental Plan-109---
20184105$19,325,845$1,662,976$15,838iApproximate average salary by contribution assumption: employee only about $395,947 at 4% or $263,964 at 6%; with 50% employer match about $263,964 at 4% or $175,976 at 6%; with 100% employer match about $197,973 at 4% or $131,982 at 6%.
Dunham Associates Inc. 401K Plan-104$19,325,845$1,662,976$15,990iApproximate average salary by contribution assumption: employee only about $399,754 at 4% or $266,503 at 6%; with 50% employer match about $266,503 at 4% or $177,668 at 6%; with 100% employer match about $199,877 at 4% or $133,251 at 6%.
Group Term Life Insurance Plan-105---
Dental Plan-100---
Long Term Disability Insurance-105---
20175107$20,065,947$1,536,082$14,356iApproximate average salary by contribution assumption: employee only about $358,898 at 4% or $239,265 at 6%; with 50% employer match about $239,265 at 4% or $159,510 at 6%; with 100% employer match about $179,449 at 4% or $119,633 at 6%.
Dunham Associates Inc. 401K Plan-107$20,065,947$1,536,082$14,356iApproximate average salary by contribution assumption: employee only about $358,898 at 4% or $239,265 at 6%; with 50% employer match about $239,265 at 4% or $159,510 at 6%; with 100% employer match about $179,449 at 4% or $119,633 at 6%.
Group Term Life Insurance Plan-103---
Medical Insurance-94---
Dental Plan-100---
Long Term Disability Insurance-103---
20164121$15,907,718$1,605,239$13,266iApproximate average salary by contribution assumption: employee only about $331,661 at 4% or $221,107 at 6%; with 50% employer match about $221,107 at 4% or $147,405 at 6%; with 100% employer match about $165,830 at 4% or $110,554 at 6%.
Dunham Associates Inc. 401K Plan-121$15,907,718$1,605,239$13,266iApproximate average salary by contribution assumption: employee only about $331,661 at 4% or $221,107 at 6%; with 50% employer match about $221,107 at 4% or $147,405 at 6%; with 100% employer match about $165,830 at 4% or $110,554 at 6%.
Medical Insurance-106---
Group Term Life Insurance Plan-113---
Long Term Disability Insurance-113---
20154121$14,507,010$1,303,084$10,769iApproximate average salary by contribution assumption: employee only about $269,232 at 4% or $179,488 at 6%; with 50% employer match about $179,488 at 4% or $119,659 at 6%; with 100% employer match about $134,616 at 4% or $89,744 at 6%.
Dunham Associates Inc. 401K Plan-109$14,507,010$1,303,084$11,955iApproximate average salary by contribution assumption: employee only about $298,872 at 4% or $199,248 at 6%; with 50% employer match about $199,248 at 4% or $132,832 at 6%; with 100% employer match about $149,436 at 4% or $99,624 at 6%.
Medical Insurance-114---
Long Term Disability Insurance-120---
Group Term Life Insurance Plan-121---
20143113$13,945,452$1,216,292$10,764iApproximate average salary by contribution assumption: employee only about $269,091 at 4% or $179,394 at 6%; with 50% employer match about $179,394 at 4% or $119,596 at 6%; with 100% employer match about $134,546 at 4% or $89,697 at 6%.
Dunham Associates Inc. 401K Plan-105$13,945,452$1,216,292$11,584iApproximate average salary by contribution assumption: employee only about $289,593 at 4% or $193,062 at 6%; with 50% employer match about $193,062 at 4% or $128,708 at 6%; with 100% employer match about $144,797 at 4% or $96,531 at 6%.
Long Term Disability Insurance-113---
Group Term Life Insurance Plan-113---
2013195$12,365,027$1,161,776$12,229iApproximate average salary by contribution assumption: employee only about $305,731 at 4% or $203,820 at 6%; with 50% employer match about $203,820 at 4% or $135,880 at 6%; with 100% employer match about $152,865 at 4% or $101,910 at 6%.
Dunham Associates Inc. 401K Plan-95$12,365,027$1,161,776$12,229iApproximate average salary by contribution assumption: employee only about $305,731 at 4% or $203,820 at 6%; with 50% employer match about $203,820 at 4% or $135,880 at 6%; with 100% employer match about $152,865 at 4% or $101,910 at 6%.
2012193$10,618,851$883,052$9,495iApproximate average salary by contribution assumption: employee only about $237,380 at 4% or $158,253 at 6%; with 50% employer match about $158,253 at 4% or $105,502 at 6%; with 100% employer match about $118,690 at 4% or $79,127 at 6%.
Dunham Associates Inc. 401K Plan-93$10,618,851$883,052$9,495iApproximate average salary by contribution assumption: employee only about $237,380 at 4% or $158,253 at 6%; with 50% employer match about $158,253 at 4% or $105,502 at 6%; with 100% employer match about $118,690 at 4% or $79,127 at 6%.
2011184$9,199,107$889,626$10,591iApproximate average salary by contribution assumption: employee only about $264,770 at 4% or $176,513 at 6%; with 50% employer match about $176,513 at 4% or $117,675 at 6%; with 100% employer match about $132,385 at 4% or $88,257 at 6%.
Dunham Associates Inc. 401K Plan-84$9,199,107$889,626$10,591iApproximate average salary by contribution assumption: employee only about $264,770 at 4% or $176,513 at 6%; with 50% employer match about $176,513 at 4% or $117,675 at 6%; with 100% employer match about $132,385 at 4% or $88,257 at 6%.
2010183$9,835,210$854,887$10,300iApproximate average salary by contribution assumption: employee only about $257,496 at 4% or $171,664 at 6%; with 50% employer match about $171,664 at 4% or $114,443 at 6%; with 100% employer match about $128,748 at 4% or $85,832 at 6%.
Dunham Associates Inc. 401K Plan-83$9,835,210$854,887$10,300iApproximate average salary by contribution assumption: employee only about $257,496 at 4% or $171,664 at 6%; with 50% employer match about $171,664 at 4% or $114,443 at 6%; with 100% employer match about $128,748 at 4% or $85,832 at 6%.
2009181$7,997,347$847,364$10,461iApproximate average salary by contribution assumption: employee only about $261,532 at 4% or $174,355 at 6%; with 50% employer match about $174,355 at 4% or $116,236 at 6%; with 100% employer match about $130,766 at 4% or $87,177 at 6%.
Dunham Associates Inc. 401K Plan-81$7,997,347$847,364$10,461iApproximate average salary by contribution assumption: employee only about $261,532 at 4% or $174,355 at 6%; with 50% employer match about $174,355 at 4% or $116,236 at 6%; with 100% employer match about $130,766 at 4% or $87,177 at 6%.
2008192$5,765,870$977,904$10,629iApproximate average salary by contribution assumption: employee only about $265,735 at 4% or $177,157 at 6%; with 50% employer match about $177,157 at 4% or $118,104 at 6%; with 100% employer match about $132,867 at 4% or $88,578 at 6%.
Dunham Associates Inc. 401K Plan-92$5,765,870$977,904$10,629iApproximate average salary by contribution assumption: employee only about $265,735 at 4% or $177,157 at 6%; with 50% employer match about $177,157 at 4% or $118,104 at 6%; with 100% employer match about $132,867 at 4% or $88,578 at 6%.
2007185$8,314,743$843,000$9,918iApproximate average salary by contribution assumption: employee only about $247,941 at 4% or $165,294 at 6%; with 50% employer match about $165,294 at 4% or $110,196 at 6%; with 100% employer match about $123,971 at 4% or $82,647 at 6%.
Dunham Associates Inc. 401K Plan-85$8,314,743$843,000$9,918iApproximate average salary by contribution assumption: employee only about $247,941 at 4% or $165,294 at 6%; with 50% employer match about $165,294 at 4% or $110,196 at 6%; with 100% employer match about $123,971 at 4% or $82,647 at 6%.
2006173$7,372,827$688,888$9,437iApproximate average salary by contribution assumption: employee only about $235,921 at 4% or $157,280 at 6%; with 50% employer match about $157,280 at 4% or $104,854 at 6%; with 100% employer match about $117,960 at 4% or $78,640 at 6%.
Dunham Associates Inc. 401K Plan-73$7,372,827$688,888$9,437iApproximate average salary by contribution assumption: employee only about $235,921 at 4% or $157,280 at 6%; with 50% employer match about $157,280 at 4% or $104,854 at 6%; with 100% employer match about $117,960 at 4% or $78,640 at 6%.
2005171$6,418,886$671,579$9,459iApproximate average salary by contribution assumption: employee only about $236,471 at 4% or $157,648 at 6%; with 50% employer match about $157,648 at 4% or $105,098 at 6%; with 100% employer match about $118,236 at 4% or $78,824 at 6%.
Dunham Associates Inc. 401K Plan-71$6,418,886$671,579$9,459iApproximate average salary by contribution assumption: employee only about $236,471 at 4% or $157,648 at 6%; with 50% employer match about $157,648 at 4% or $105,098 at 6%; with 100% employer match about $118,236 at 4% or $78,824 at 6%.
2004165$5,971,034$602,639$9,271iApproximate average salary by contribution assumption: employee only about $231,784 at 4% or $154,523 at 6%; with 50% employer match about $154,523 at 4% or $103,015 at 6%; with 100% employer match about $115,892 at 4% or $77,261 at 6%.
Dunham Associates Inc. 401K Plan-65$5,971,034$602,639$9,271iApproximate average salary by contribution assumption: employee only about $231,784 at 4% or $154,523 at 6%; with 50% employer match about $154,523 at 4% or $103,015 at 6%; with 100% employer match about $115,892 at 4% or $77,261 at 6%.
2003273$5,538,174$703,110$9,632iApproximate average salary by contribution assumption: employee only about $240,791 at 4% or $160,527 at 6%; with 50% employer match about $160,527 at 4% or $107,018 at 6%; with 100% employer match about $120,396 at 4% or $80,264 at 6%.
Dunham Associates Inc. 401K Plan-73$5,532,955$652,639$8,940iApproximate average salary by contribution assumption: employee only about $223,507 at 4% or $149,004 at 6%; with 50% employer match about $149,004 at 4% or $99,336 at 6%; with 100% employer match about $111,753 at 4% or $74,502 at 6%.
DUNHAM ASSOCIATES, INC. HEALTHCARE REIMBURSEMENT PLAN-35$5,219$50,471$1,442iApproximate average salary by contribution assumption: employee only about $36,051 at 4% or $24,034 at 6%; with 50% employer match about $24,034 at 4% or $16,023 at 6%; with 100% employer match about $18,025 at 4% or $12,017 at 6%.
2002187$4,957,585$852,278$9,796iApproximate average salary by contribution assumption: employee only about $244,907 at 4% or $163,272 at 6%; with 50% employer match about $163,272 at 4% or $108,848 at 6%; with 100% employer match about $122,454 at 4% or $81,636 at 6%.
Dunham Associates Inc. 401K Plan-87$4,957,585$852,278$9,796iApproximate average salary by contribution assumption: employee only about $244,907 at 4% or $163,272 at 6%; with 50% employer match about $163,272 at 4% or $108,848 at 6%; with 100% employer match about $122,454 at 4% or $81,636 at 6%.
20011134$5,357,672$996,993$7,440iApproximate average salary by contribution assumption: employee only about $186,006 at 4% or $124,004 at 6%; with 50% employer match about $124,004 at 4% or $82,669 at 6%; with 100% employer match about $93,003 at 4% or $62,002 at 6%.
Dunham Associates Inc. 401K Plan-134$5,357,672$996,993$7,440iApproximate average salary by contribution assumption: employee only about $186,006 at 4% or $124,004 at 6%; with 50% employer match about $124,004 at 4% or $82,669 at 6%; with 100% employer match about $93,003 at 4% or $62,002 at 6%.
20001163$5,386,816$1,043,890$6,404iApproximate average salary by contribution assumption: employee only about $160,106 at 4% or $106,737 at 6%; with 50% employer match about $106,737 at 4% or $71,158 at 6%; with 100% employer match about $80,053 at 4% or $53,369 at 6%.
Dunham Associates Inc. 401K Plan-163$5,386,816$1,043,890$6,404iApproximate average salary by contribution assumption: employee only about $160,106 at 4% or $106,737 at 6%; with 50% employer match about $106,737 at 4% or $71,158 at 6%; with 100% employer match about $80,053 at 4% or $53,369 at 6%.
19991155$5,370,505$935,874$6,038iApproximate average salary by contribution assumption: employee only about $150,947 at 4% or $100,632 at 6%; with 50% employer match about $100,632 at 4% or $67,088 at 6%; with 100% employer match about $75,474 at 4% or $50,316 at 6%.
Dunham Associates Inc. 401K Plan-155$5,370,505$935,874$6,038iApproximate average salary by contribution assumption: employee only about $150,947 at 4% or $100,632 at 6%; with 50% employer match about $100,632 at 4% or $67,088 at 6%; with 100% employer match about $75,474 at 4% or $50,316 at 6%.