401(k) · DOL Form 5500 · 2022

Doris Duke Management Foundation 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
134
Participants Small participant base
87th
Percentile by assets National rank
$316,769
Avg per participant High balance/head
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Official DOL plan name: Doris Duke Management Foundation 401(k) Plan · Sponsored by Doris Duke Management Foundation · New Jersey · Other Services

$42M in assets, 134 participants

Doris Duke Management Foundation's Doris Duke Management Foundation 401(k) Plan reported $42M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,865 in Other Services (8,398 peers)

Coverage in New Jersey

Doris Duke Management Foundation 401(k) Plan covers 134 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $42M.

#7,865
in Other Services (8,398 peers)
-17.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Doris Duke Management Foundation 401(k) Plan's outsized position by total assets

Doris Duke Management Foundation 401(k) Plan vs every filed plan by assets

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

$42,446,986 Top 13% higher than 87% 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

Doris Duke Management Foundation 401(k) Plan 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. Doris Duke Management Foundation 401(k) Plan sits mid-pack in the medium band (134 participants).

EBSA filing schedule strip

Filing strip 134008718 · Doris Duke Management Foundation PY 2022 · 401(k)

Doris Duke Management Foundation 401(k) Plan · $42M · 134 · 87th

  • VS-ST $42M
  • BOY 134
  • SCH 87th
  • EBSA 401(k)
  • PART near Mark Thomas & Company, Inc. 401(k) Savings Plan
  • TYPE ind #7865

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 Other Services retirement plans → · Plans in New Jersey →

Doris Duke Management Foundation 401(k) Plan in the asset neighbourhood

Doris Duke Management Foundation 401(k) PlanDoris Duke Management Founda…$42MMark Thomas & Company, Inc. 401(k) Savings PlanMark Thomas & Company, Inc. …$42MGrote Industries Savings 401(k) and Salaried Employees Retirement PlanGrote Industries Savings 401…$42MMossy Companies Salary Deferral 401(k) Profit Sharing PlanMossy Companies Salary Defer…$42MGas South 401(k) Plan$42M
End-of-year total assets ($M) among Doris Duke Management Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$42M
Net Income-$9M
Employer EIN134008718
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doris Duke Management Foundation)

Sponsor-wide plan assets over time

All Doris Duke Management Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$50M 18.495023415796823% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.5M $50.3M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 134 $42M
2023 1 135 $48M
2024 1 119 $50M

Nearby 401(k) Plans in New Jersey

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

Doris Duke Management Foundation 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Doris Duke Management Foundation 401(k) Plan, Total assets ($B): 0.042446986 · Participants: 134Doris Duke Management Foundation 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Doris Duke Management Foundation 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Doris Duke Management Foundation 401(k) Plan side-by-side with 3 peers →

Doris Duke Management Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Mark Thomas & Company, Inc. 401(k) Savings Plan in CA ($42M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Doris Duke Management Foundation 401(k) Plan assets move in 2022? ▼
Doris Duke Management Foundation 401(k) Plan declined sharply - down 17.9% during 2022, from $52M to $42M. Reported net income was -$9M.
How have Doris Duke Management Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Doris Duke Management Foundation's sponsor-wide assets grew 18.5%, from $42M to $50M.
Where does Doris Duke Management Foundation 401(k) Plan rank by assets among Form 5500 filers? ▼
Doris Duke Management Foundation 401(k) Plan ranks in the 87th 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 Doris Duke Management Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mark Thomas & Company, Inc. 401(k) Savings Plan in CA ($42M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Doris Duke Management Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 134008718.

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.