401(k) · DOL Form 5500 · 2022

Webster, Duke & Co., PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$380,059
Avg per participant High balance/head
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Official DOL plan name: Webster, Duke & Co., PA 401(k) Plan and Trust · Sponsored by Webster, Duke & Co., PA · North Carolina · Professional & Technical Services

$2M in assets, 4 participants

Webster, Duke & Co., PA's Webster, Duke & Co., PA 401(k) Plan and Trust reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,672 in Professional & Technical Services (21,562 peers)

Webster, Duke & Co., PA multi-year trail

Webster, Duke & Co., PA's plans moved +39.4% in assets from 2022 to 2024; this filing shows Webster, Duke & Co., PA 401(k) Plan and Trust at $2M / 4 participants.

#5,672
in Professional & Technical Services (21,562 peers)
-17.7%
assets change YoY

The plan reported a net loss of $326K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Webster, Duke & Co., PA 401(k) Plan and Trust among the smaller filed plans by assets

Webster, Duke & Co., PA 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,520,237 30th percentile higher than 30% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Webster, Duke & Co., PA 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Webster, Duke & Co., PA 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 561534144 · Webster, Duke & Co., PA PY 2022 · 401(k)

Webster, Duke & Co., PA 401(k) Plan and Trust · $2M · 4 · 30th

  • EBSA $2M
  • EBSA 4
  • EBSA 30th
  • EBSA 401(k)
  • EBSA near Valueworks LLC Retirement Plan
  • EBSA ind #5672

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Webster, Duke & Co., PA 401(k) Plan and Trust in the asset neighbourhood

Webster, Duke & Co., PA 401(k) Plan and TrustWebster, Duke & Co., PA 401(…$2MValueworks LLC Retirement PlanValueworks LLC Retirement Pl…$2MTodd S. Kirk, Md, Sc Profit Sharing Plan & TrustTodd S. Kirk, Md, Sc Profit …$2MCity Ventures 401(k) Plan$2MTri-Power Consulting Services, LLC 401(k) PlanTri-Power Consulting Service…$2M
End-of-year total assets ($M) among Webster, Duke & Co., PA 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Webster, Duke & Co., PA multi-year asset trail

Sponsor-wide plan assets over time

All Webster, Duke & Co., PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.431943835073085% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.52M $2.12M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 3 $2M

Webster, Duke & Co., PA filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$326K
Employer EIN561534144
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Webster, Duke & Co., PA 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Webster, Duke & Co., PA 401(k) Plan and Trust, Total assets ($B): 0.001520237 · Participants: 4Webster, Duke & Co., PA 401(k) Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Webster, Duke & Co., PA 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Webster, Duke & Co., PA 401(k) Plan and Trust side-by-side with 3 peers →

Webster, Duke & Co., PA 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Valueworks LLC Retirement Plan in NY ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Webster, Duke & Co., PA 401(k) Plan and Trust assets move in 2022? ▼
Webster, Duke & Co., PA 401(k) Plan and Trust declined sharply - down 17.7% during 2022, from $2M to $2M. Reported net income was -$326K.
How have Webster, Duke & Co., PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Webster, Duke & Co., PA's sponsor-wide assets grew 39.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Webster, Duke & Co., PA 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Valueworks LLC Retirement Plan in NY ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Webster, Duke & Co., PA 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561534144.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.