401(k) · DOL Form 5500 · 2022

Duncan Wealth Management Corporatio 401(k) Plan

Data updated 2026-08-25

$85K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$85,498
Avg per participant Below avg balance/head
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Official DOL plan name: Duncan Wealth Management 401(k) Trust · Sponsored by Duncan Wealth Management Corporatio · California · Professional & Technical Services

$85K in assets, 1 participants

Duncan Wealth Management Corporatio's Duncan Wealth Management 401(k) Trust reported $85K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 5th 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.

  • #1,028 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Duncan Wealth Management 401(k) Trust holds $85K for 1 participant - about $85,498 per participant, among the smaller plans by assets on file.

#1,028
in Professional & Technical Services (21,562 peers)
+0.0%
assets growth YoY

Duncan Wealth Management 401(k) Trust among the smaller filed plans by assets

Duncan Wealth Management 401(k) Trust vs every filed plan by assets

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

$85,498 5th percentile higher than 5% 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 Wealth Management 401(k) 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. Duncan Wealth Management 401(k) Trust is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 843183684 · Duncan Wealth Management Corporatio PY 2022 · 401(k)

Duncan Wealth Management 401(k) Trust · $85K · 1 · 5th

  • EBSA $85K
  • PART 1
  • TYPE 5th
  • NET 401(k)
  • BOOK near Wc Patton Holdings, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #1028

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 California →

Duncan Wealth Management 401(k) Trust in the asset neighbourhood

Duncan Wealth Management 401(k) TrustDuncan Wealth Management 401…$85KWc Patton Holdings, Inc. 401(k) Profit Sharing PlanWc Patton Holdings, Inc. 401…$86KBksquared, Inc 401(k) Plan$85KBtdm Enterprises, Inc. 401(k) PlanBtdm Enterprises, Inc. 401(k…$86KC L H Enterprises, Inc. 401(k) PlanC L H Enterprises, Inc. 401(…$86K
End-of-year total assets ($M) among Duncan Wealth Management 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$85K
Net Assets (End of Year)$85K
Employer EIN843183684
Plan Effective Date2019-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Duncan Wealth Management Corporatio)

Sponsor-wide plan assets over time

All Duncan Wealth Management Corporatio plans reported in each filing year

Latest sponsor-wide plan assets
$85K 0% vs 2022
2023 filing year
$0.09M 20222023 $0.09M $0.09M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $85K
2023 1 1 $85K

Nearby 401(k) Plans in California

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

Duncan Wealth Management 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Duncan Wealth Management 401(k) Trust, Total assets ($B): 0.000085498 · Participants: 1Duncan Wealth Management 401(k) TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Duncan Wealth Management 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Duncan Wealth Management 401(k) Trust side-by-side with 3 peers →

Duncan Wealth Management 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wc Patton Holdings, Inc. 401(k) Profit Sharing Plan in AZ ($86K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Wealth Management 401(k) Trust assets move in 2022? ▼
Duncan Wealth Management 401(k) Trust held essentially flat - up 0.0% during 2022, from $85K to $85K.
How have Duncan Wealth Management Corporatio plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Duncan Wealth Management Corporatio's sponsor-wide assets grew 0.0%, from $85K to $85K.
Where does Duncan Wealth Management 401(k) Trust rank by assets among Form 5500 filers? ▼
Duncan Wealth Management 401(k) Trust ranks in the 5th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Duncan Wealth Management 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wc Patton Holdings, Inc. 401(k) Profit Sharing Plan in AZ ($86K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Duncan Wealth Management 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 843183684.

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.