401(k) · DOL Form 5500 · 2023
Duncan Supply Company Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $47,832
- Avg per participant Low balance/head
Official DOL plan name: Duncan Employees 401(k) Savings Plan · Sponsored by Duncan Supply Company Inc. · Indiana · Wholesale Trade
$7M in assets, 145 participants
Duncan Supply Company Inc.'s Duncan Employees 401(k) Savings Plan reported $7M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #2,566 in Wholesale Trade (6,309 peers)
Coverage in Indiana
Duncan Employees 401(k) Savings Plan covers 145 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $7M.
- #2,566
- in Wholesale Trade (6,309 peers)
- +10.8%
- assets growth YoY
Duncan Employees 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
Duncan Employees 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,935,704 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Duncan Employees 401(k) Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duncan Employees 401(k) Savings Plan sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Duncan Employees 401(k) Savings Plan reported net income rose from -$597K in the plan year 2022 filing to $678K in the plan year 2023 filing.
- Duncan Employees 401(k) Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Duncan Employees 401(k) Savings Plan reported participants rose from 139 in the plan year 2022 filing to 145 in the plan year 2023 filing.
DOL schedule card
Filing strip 350814590 · Duncan Supply Company Inc. PY 2023 · 401(k)
Duncan Employees 401(k) Savings Plan · $7M · 145 · 51st
- IND $7M
- EOY 145
- 5500 51st
- ASSETS 401(k)
- PCT near Smith Noble Home, Inc 401(k) Plan
- EIN ind #2566
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 Wholesale Trade retirement plans → · Plans in Indiana →
Duncan Employees 401(k) Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $678K |
| Employer EIN | 350814590 |
| Plan Effective Date | 1989-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Duncan Supply Company Inc.)
Sponsor-wide plan assets over time
All Duncan Supply Company Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 50.49345780646488% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 264 | $14M |
| 2023 | 2 | 269 | $18M |
| 2024 | 2 | 298 | $21M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Duncan Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Smith Noble Home, Inc 401(k) Plan in CA ($7M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Smith Noble Home, Inc 401(k) Plan (CA) $7M · 193
- Jedec 401(k) Plan (VA) $7M · 6
- Forman Mills, 401(k) Retirement Plan (NJ) $7M · 1,433
- Corner Bakery 401(k) Plan (TX) $7M · 1,105
Similar participant headcount
Nearest other-state filings by covered participants (145 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.