Defined Benefit (Pension) · DOL Form 5500 · 2023

Walter Duncan, Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
14
Participants Small participant base
73rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Walter Duncan, Inc. Employees Retirement Plan · Sponsored by Walter Duncan, Inc. · Oklahoma · Mining & Oil Extraction

$20M in assets, 14 participants

Walter Duncan, Inc.'s Walter Duncan, Inc. Employees Retirement Plan reported $20M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #439 in Mining & Oil Extraction (811 peers)

What the 2023 filing shows

Walter Duncan, Inc. Employees Retirement Plan holds $20M for 14 participants - about $1.4M per participant, above the median plan by assets.

#439
in Mining & Oil Extraction (811 peers)
+4.7%
assets growth YoY

Walter Duncan, Inc. Employees Retirement Plan's outsized position by total assets

Walter Duncan, Inc. Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,991,454 Top 27% higher than 73% of 127,068 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 2023

Walter Duncan, Inc. Employees Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter Duncan, Inc. Employees Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Walter Duncan, Inc. Employees Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $903K in the plan year 2023 filing.
  • Walter Duncan, Inc. Employees Retirement Plan reported participants fell from 18 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Walter Duncan, Inc. Employees Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362331183 · Walter Duncan, Inc. PY 2023 · Defined Benefit (Pension)

Walter Duncan, Inc. Employees Retirement Plan · $20M · 14 · 73rd

  • TYPE $20M
  • NET 14
  • BOOK 73rd
  • VS-ST Defined Benefit (Pension)
  • BOY near National Automatic Sprinkler Metal Trades Pension Fund
  • SCH ind #439

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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →

Walter Duncan, Inc. Employees Retirement Plan in the asset neighbourhood

Trihealth, Inc. Retirement PlanTrihealth, Inc. Retirement P…$20MMidwest Family Mutual Insurance Company Defined Benefit Pension PlanMidwest Family Mutual Insura…$20MThe Duke Endowment Employees' Retirement PlanThe Duke Endowment Employees…$20MWalter Duncan, Inc. Employees Retirement PlanWalter Duncan, Inc. Employee…$20MNational Automatic Sprinkler Metal Trades Pension FundNational Automatic Sprinkler…$20M
End-of-year total assets ($M) among Walter Duncan, Inc. Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$903K
Employer EIN362331183
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walter Duncan, Inc.)

Sponsor-wide plan assets over time

All Walter Duncan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 6.840427858160006% vs 2022
2024 filing year
$18.5M$19M$19.5M$20M$20.5M$21M 202220232024 $19.1M $20.4M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 18 $19M
2023 1 14 $20M
2024 1 12 $20M

Nearby Defined Benefit (Pension) Plans in Oklahoma

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Walter Duncan, Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Walter Duncan, Inc. Employees Retirement Plan, Total assets ($B): 0.019991454 · Participants: 14Walter Duncan, Inc. Employees Retirement PlanPipeline Industry Pension Fund, Total assets ($B): 1.550776271 · Participants: 1904Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.33243367 · Participants: 3588Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.795535 · Participants: 740One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.480356058 · Participants: 171Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.422772766 · Participants: 1145Integris Health, Inc. Retirement Plan a
Walter Duncan, Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Walter Duncan, Inc. Employees Retirement Plan side-by-side with 3 peers →

Walter Duncan, Inc. Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is National Automatic Sprinkler Metal Trades Pension Fund in MD ($20M); by covered participants it is Pottsville Republican Inc. Pension Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walter Duncan, Inc. Employees Retirement Plan assets move in 2023? ▼
Walter Duncan, Inc. Employees Retirement Plan edged up modestly - up 4.7% during 2023, from $19M to $20M. Reported net income was $903K.
How have Walter Duncan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter Duncan, Inc.'s sponsor-wide assets grew 6.8%, from $19M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Walter Duncan, Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Automatic Sprinkler Metal Trades Pension Fund in MD ($20M, 667 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Walter Duncan, Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pottsville Republican Inc. Pension Plan in PA (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362331183.

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.