401(k) · DOL Form 5500 · 2023

A. Duda & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
1,179
Participants Near avg headcount
93rd
Percentile by assets National rank
$106,079
Avg per participant Below avg balance/head
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Official DOL plan name: A. Duda & Sons, Inc. Retirement and Savings Plan · Sponsored by A. Duda & Sons, Inc. · Florida · Agriculture, Forestry & Fishing

$125M in assets, 1,179 participants

A. Duda & Sons, Inc.'s A. Duda & Sons, Inc. Retirement and Savings Plan reported $125M in total assets and 1,179 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #1,252 in Agriculture, Forestry & Fishing (1,288 peers)

Where A. Duda & Sons, Inc. Retirement and Savings Plan sits by assets

A. Duda & Sons, Inc. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $125M for 1,179 participants (~$106,079/participant), up 9.2% in 2023.

#1,252
in Agriculture, Forestry & Fishing (1,288 peers)
+9.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

A. Duda & Sons, Inc. Retirement and Savings Plan's outsized position by total assets

A. Duda & Sons, Inc. Retirement and Savings Plan vs every filed plan by assets

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

$125,067,351 Top 7% higher than 93% 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

A. Duda & Sons, Inc. Retirement and Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. Duda & Sons, Inc. Retirement and Savings Plan lands in the large band (1,179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. Duda & Sons, Inc. Retirement and Savings Plan reported net income rose from -$26M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • A. Duda & Sons, Inc. Retirement and Savings Plan end-of-year assets rose from $115M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • A. Duda & Sons, Inc. Retirement and Savings Plan reported participants fell from 1,197 in the plan year 2022 filing to 1,179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590700499 · A. Duda & Sons, Inc. PY 2023 · 401(k)

A. Duda & Sons, Inc. Retirement and Savings Plan · $125M · 1,179 · 93rd

  • TYPE $125M
  • TYPE 1,179
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Franklin Covey Co. 401(k) Plan
  • TYPE ind #1252

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

A. Duda & Sons, Inc. Retirement and Savings Plan in the asset neighbourhood

Franklin Covey Co. 401(k) PlanFranklin Covey Co. 401(k) Pl…$125MEdw. C. Levy Co. Capital Accumulation PlanEdw. C. Levy Co. Capital Acc…$125MA. Duda & Sons, Inc. Retirement and Savings PlanA. Duda & Sons, Inc. Retirem…$125MHawthorn Medical Associates, LLC Profit Sharing PlanHawthorn Medical Associates,…$125MLewis Rice Profit Sharing PlanLewis Rice Profit Sharing Pl…$125M
End-of-year total assets ($M) among A. Duda & Sons, Inc. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$125M
Net Income$11M
Employer EIN590700499
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A. Duda & Sons, Inc.)

Sponsor-wide plan assets over time

All A. Duda & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$158M 9.156858910813984% vs 2022
2024 filing year
$140M$145M$150M$155M$160M 202220232024 $145M $158M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 1,269 $145M
2023 2 1,245 $157M
2024 2 1,233 $158M

Nearby 401(k) Plans in Florida

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

A. Duda & Sons, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants A. Duda & Sons, Inc. Retirement and Savings Plan, Total assets ($B): 0.125067351 · Participants: 1179A. Duda & Sons, Inc. Retirement and Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
A. Duda & Sons, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare A. Duda & Sons, Inc. Retirement and Savings Plan side-by-side with 3 peers →

A. Duda & Sons, Inc. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Franklin Covey Co. 401(k) Plan in UT ($125M); by covered participants it is Core Spaces 401(k) Plan in IL (1,179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,179 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 A. Duda & Sons, Inc. Retirement and Savings Plan assets move in 2023? ▼
A. Duda & Sons, Inc. Retirement and Savings Plan grew at a solid clip - up 9.2% during 2023, from $115M to $125M. Reported net income was $11M.
How have A. Duda & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Duda & Sons, Inc.'s sponsor-wide assets grew 9.2%, from $145M to $158M.
Where does A. Duda & Sons, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
A. Duda & Sons, Inc. Retirement and Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to A. Duda & Sons, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Covey Co. 401(k) Plan in UT ($125M, 828 participants).
Which 401(k) plans cover a similar participant headcount to A. Duda & Sons, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Core Spaces 401(k) Plan in IL (1,179 participants, $12M 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 590700499.

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.