401(k) · DOL Form 5500 · 2022

Duncan-Parnell, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
169
Participants Small participant base
76th
Percentile by assets National rank
$109,855
Avg per participant Below avg balance/head
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Official DOL plan name: Duncan-Parnell, Inc. 401(k) Plan and Trust · Sponsored by Duncan-Parnell, Inc. · North Carolina · Wholesale Trade

$19M in assets, 169 participants

Duncan-Parnell, Inc.'s Duncan-Parnell, Inc. 401(k) Plan and Trust reported $19M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,004 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Duncan-Parnell, Inc. 401(k) Plan and Trust covers 169 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $19M.

#5,004
in Wholesale Trade (6,843 peers)
-15.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Duncan-Parnell, Inc. 401(k) Plan and Trust's outsized position by total assets

Duncan-Parnell, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$18,565,426 Top 24% higher than 76% 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

Duncan-Parnell, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duncan-Parnell, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (169 participants).

Published 5500 schedule card

Filing strip 560561956 · Duncan-Parnell, Inc. PY 2022 · 401(k)

Duncan-Parnell, Inc. 401(k) Plan and Trust · $19M · 169 · 76th

  • IND $19M
  • IND 169
  • IND 76th
  • IND 401(k)
  • IND near Sma America 401(k) Plan
  • IND ind #5004

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Duncan-Parnell, Inc. 401(k) Plan and Trust in the asset neighbourhood

Duncan-Parnell, Inc. 401(k) Plan and TrustDuncan-Parnell, Inc. 401(k) …$19MSma America 401(k) Plan$19MDrift Inc. Retirement Savings PlanDrift Inc. Retirement Saving…$19MKoonz, Mckenney, Johnson & Depaolis, LLP 401(k) Retirement Savings PlanKoonz, Mckenney, Johnson & D…$19MMhc 401(k) Plan$19M
End-of-year total assets ($M) among Duncan-Parnell, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN560561956
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Duncan-Parnell, Inc.)

Sponsor-wide plan assets over time

All Duncan-Parnell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 55.29583861959322% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $28.8M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 169 $19M
2023 1 189 $24M
2024 1 196 $29M

Nearby 401(k) Plans in North Carolina

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

Duncan-Parnell, Inc. 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 ($B) Participants Duncan-Parnell, Inc. 401(k) Plan and Trust, Total assets ($B): 0.018565426 · Participants: 169Duncan-Parnell, Inc. 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
Duncan-Parnell, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Duncan-Parnell, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Duncan-Parnell, Inc. 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 Sma America 401(k) Plan in CA ($19M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Duncan-Parnell, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Duncan-Parnell, Inc. 401(k) Plan and Trust declined sharply - down 15.1% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Duncan-Parnell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duncan-Parnell, Inc.'s sponsor-wide assets grew 55.3%, from $19M to $29M.
Where does Duncan-Parnell, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Duncan-Parnell, Inc. 401(k) Plan and Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Duncan-Parnell, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sma America 401(k) Plan in CA ($19M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Duncan-Parnell, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 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 560561956.

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.