Defined Benefit (Pension) · DOL Form 5500 · 2023

Duncan Supply Co.,Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
124
Participants Small participant base
60th
Percentile by assets National rank
$86,356
Avg per participant Below avg balance/head
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Official DOL plan name: Duncan Employees Security Plan · Sponsored by Duncan Supply Co.,Inc. · Indiana · Wholesale Trade

$11M in assets, 124 participants

Duncan Supply Co.,Inc.'s Duncan Employees Security Plan reported $11M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,313 in Wholesale Trade (6,309 peers)

Coverage in Indiana

Duncan Employees Security Plan covers 124 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $11M.

#3,313
in Wholesale Trade (6,309 peers)
+36.8%
assets growth YoY

Duncan Employees Security Plan's mid-pack asset rank among Wholesale Trade and all filers

Duncan Employees Security Plan vs every filed plan by assets

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

$10,708,127 Top 40% higher than 60% 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

Duncan Employees Security 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 Security Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Duncan Employees Security Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Duncan Employees Security Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350814590 · Duncan Supply Co.,Inc. PY 2023 · Defined Benefit (Pension)

Duncan Employees Security Plan · $11M · 124 · 60th

  • NET $11M
  • BOOK 124
  • VS-ST 60th
  • BOY Defined Benefit (Pension)
  • SCH near Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico
  • EBSA ind #3313

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 Security Plan in the asset neighbourhood

Duncan Employees Security PlanDuncan Employees Security Pl…$11MOptimus Steel Pension Plan$11MLockheed Martin Corporation New Retirement Income Plan for Employees in Puerto RicoLockheed Martin Corporation …$11MFarmers State Bank Pension PlanFarmers State Bank Pension P…$11MRetirement Plan for Hourly Employees Lehigh Cement Company LPRetirement Plan for Hourly E…$11M
End-of-year total assets ($M) among Duncan Employees Security Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN350814590
Plan Effective Date1962-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Duncan Supply Co.,Inc.)

Sponsor-wide plan assets over time

All Duncan Supply Co.,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 50.49345780646488% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.1M $21.2M ▲ +50.5%
Year Plans Participants Total Assets
2022 2 264 $14M
2023 2 269 $18M
2024 2 298 $21M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Duncan Employees Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Duncan Employees Security Plan, Total assets ($B): 0.010708127 · Participants: 124Duncan Employees Security PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Duncan Employees Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Duncan Employees Security Plan side-by-side with 3 peers →

Duncan Employees Security Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico in MD ($11M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Duncan Employees Security Plan assets move in 2023? ▼
Duncan Employees Security Plan surged - up 36.8% during 2023, from $8M to $11M. Reported net income was $3M.
How have Duncan Supply Co.,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duncan Supply Co.,Inc.'s sponsor-wide assets grew 50.5%, from $14M to $21M.
Which Defined Benefit (Pension) plans are similar in size to Duncan Employees Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lockheed Martin Corporation New Retirement Income Plan for Employees in Puerto Rico in MD ($11M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Duncan Employees Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (124 participants, $31M 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 350814590.

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.