Defined Benefit (Pension) · DOL Form 5500 · 2022
H.C. Duke & Son, LLC Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $200,096
- Avg per participant Above avg balance/head
Official DOL plan name: H.C. Duke & Son, LLC Defined Benefit Plan & Trust · Sponsored by H.C. Duke & Son, LLC · Illinois · Manufacturing
$9M in assets, 44 participants
H.C. Duke & Son, LLC's H.C. Duke & Son, LLC Defined Benefit Plan & Trust reported $9M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #10,046 in Manufacturing (20,602 peers)
What the 2022 filing shows
H.C. Duke & Son, LLC Defined Benefit Plan & Trust holds $9M for 44 participants - about $200,096 per participant, above the median plan by assets.
- #10,046
- in Manufacturing (20,602 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $724K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
H.C. Duke & Son, LLC Defined Benefit Plan & Trust's mid-pack asset rank among Manufacturing and all filers
H.C. Duke & Son, LLC Defined Benefit Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,804,223 Top 38% higher than 62% 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
H.C. Duke & Son, LLC Defined Benefit Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.C. Duke & Son, LLC Defined Benefit Plan & Trust is a small filing (44 participants) on this national headcount ladder.
DOL schedule card
Filing strip 362369807 · H.C. Duke & Son, LLC PY 2022 · Defined Benefit (Pension)
H.C. Duke & Son, LLC Defined Benefit Plan & Trust · $9M · 44 · 62nd
- 5500 $9M
- 5500 44
- 5500 62nd
- 5500 Defined Benefit (Pension)
- 5500 near Sbera Pension Plan as Adopted by North Middlesex Savings Bank
- 5500 ind #10046
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 Manufacturing retirement plans → · Plans in Illinois →
H.C. Duke & Son, LLC Defined Benefit Plan & Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$724K |
| Employer EIN | 362369807 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H.C. Duke & Son, LLC)
Sponsor-wide plan assets over time
All H.C. Duke & Son, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 8.976476402290128% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $9M |
| 2023 | 1 | 38 | $10M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
H.C. Duke & Son, LLC Defined Benefit Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by North Middlesex Savings Bank in MA ($9M); by covered participants it is The M/a/R/C Group Pension Plan in NY (44 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 (44 participants); asset peers above are excluded.
- The M/a/R/C Group Pension Plan (NY) 44 · 0 off
- The Church Home Employees' Pension Plan (NY) 44 · 0 off
- Employees Annuity Plan - Products (Se)Pipe Line Corporation (GA) 44 · 0 off
- Sdi Technologies Inc. Pension Plan (NJ) 44 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.