401(k) · DOL Form 5500 · 2023

Carter Duncan LP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
112
Participants Small participant base
49th
Percentile by assets National rank
$57,147
Avg per participant Low balance/head
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Official DOL plan name: Seymour Duncan 401(k) Profit Sharing Plan · Sponsored by Carter Duncan LP · California · Manufacturing

$6M in assets, 112 participants

Carter Duncan LP's Seymour Duncan 401(k) Profit Sharing Plan reported $6M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,186 in Manufacturing (18,722 peers)

Coverage in California

Seymour Duncan 401(k) Profit Sharing Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $6M.

#6,186
in Manufacturing (18,722 peers)
+7.6%
assets growth YoY

Seymour Duncan 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Seymour Duncan 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,400,456 49th percentile higher than 49% 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

Seymour Duncan 401(k) Profit Sharing 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. Seymour Duncan 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seymour Duncan 401(k) Profit Sharing Plan reported net income rose from -$908K in the plan year 2022 filing to $451K in the plan year 2023 filing.
  • Seymour Duncan 401(k) Profit Sharing Plan reported participants fell from 140 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Seymour Duncan 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953621511 · Carter Duncan LP PY 2023 · 401(k)

Seymour Duncan 401(k) Profit Sharing Plan · $6M · 112 · 49th

  • NET $6M
  • NET 112
  • NET 49th
  • NET 401(k)
  • NET near Lone Star Corporation 401(k) Plan
  • NET ind #6186

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 California →

Seymour Duncan 401(k) Profit Sharing Plan in the asset neighbourhood

Seymour Duncan 401(k) Profit Sharing PlanSeymour Duncan 401(k) Profit…$6MLone Star Corporation 401(k) PlanLone Star Corporation 401(k)…$6MRosen Hyundai Enterprises, LLC 401(k) PlanRosen Hyundai Enterprises, L…$6MBeggars Group USA 401(k) Plan$6MGargiulo, Inc. Savings and Investment PlanGargiulo, Inc. Savings and I…$6M
End-of-year total assets ($M) among Seymour Duncan 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$451K
Employer EIN953621511
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Duncan LP)

Sponsor-wide plan assets over time

All Carter Duncan LP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.354428098741226% vs 2022
2024 filing year
$5.5M$6M$6.5M 202220232024 $5.95M $5.63M ▼ -5.4%
Year Plans Participants Total Assets
2022 1 140 $6M
2023 1 112 $6M
2024 1 96 $6M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Seymour Duncan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Seymour Duncan 401(k) Profit Sharing Plan, Total assets ($B): 0.006400456 · Participants: 112Seymour Duncan 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Seymour Duncan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Seymour Duncan 401(k) Profit Sharing Plan side-by-side with 3 peers →

Seymour Duncan 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lone Star Corporation 401(k) Plan in TX ($6M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Seymour Duncan 401(k) Profit Sharing Plan assets move in 2023? ▼
Seymour Duncan 401(k) Profit Sharing Plan grew at a solid clip - up 7.6% during 2023, from $6M to $6M. Reported net income was $451K.
How have Carter Duncan LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Duncan LP's sponsor-wide assets declined 5.4%, from $6M to $6M.
Which 401(k) plans are similar in size to Seymour Duncan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lone Star Corporation 401(k) Plan in TX ($6M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Seymour Duncan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 953621511.

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.