401(k) · DOL Form 5500 · 2022
Duke School 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $98,171
- Avg per participant Below avg balance/head
Official DOL plan name: Duke School 401(k) Plan · Sponsored by Duke School · North Carolina · Educational Services
$9M in assets, 96 participants
Duke School's Duke School 401(k) Plan reported $9M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #1,885 in Educational Services (4,024 peers)
Duke School multi-year trail
Duke School's plans moved +17.5% in assets from 2022 to 2024; this filing shows Duke School 401(k) Plan at $9M / 96 participants.
- #1,885
- in Educational Services (4,024 peers)
- +15.9%
- assets growth YoY
Duke School 401(k) Plan's mid-pack asset rank among Educational Services and all filers
Duke School 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,424,449 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Duke School 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duke School 401(k) Plan is a small filing (96 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 581521494 · Duke School PY 2022 · 401(k)
Duke School 401(k) Plan · $9M · 96 · 64th
- ASSETS $9M
- PCT 96
- EIN 64th
- RANK 401(k)
- PHOTO near Hudson Meridian Contruction Group Employees' Savings Plan
- IND ind #1885
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 Educational Services retirement plans → · Plans in North Carolina →
Duke School 401(k) Plan in the asset neighbourhood
Duke School multi-year asset trail
Sponsor-wide plan assets over time
All Duke School plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 17.48251807612307% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $9M |
| 2023 | 1 | 121 | $9M |
| 2024 | 1 | 139 | $11M |
Duke School filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 581521494 |
| Plan Effective Date | 2005-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Duke School 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Hudson Meridian Contruction Group Employees' Savings Plan in NY ($9M); by covered participants it is Educate, Inc. 401(k) Retirement Savings Plan in MD (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Educate, Inc. 401(k) Retirement Savings Plan (MD) 96 · 0 off
- Britecore 401(k) Plan (MO) 96 · 0 off
- South Bend Chocolate Company 401(k) Profit Sharing Plan & Trust (IN) 96 · 0 off
- Volver Investment Partners, LLC 401(k) (NJ) 96 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.