Defined Benefit (Pension) · DOL Form 5500 · 2024

Walter Duncan, Inc. Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
12
Participants Small participant base
71st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Walter Duncan, Inc. Employees Retirement Plan · Sponsored by Walter Duncan, Inc. · Oklahoma · Mining & Oil Extraction

$20M in assets, 12 participants

Walter Duncan, Inc.'s Walter Duncan, Inc. Employees Retirement Plan reported $20M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #419 in Mining & Oil Extraction (785 peers)

What the 2024 filing shows

Walter Duncan, Inc. Employees Retirement Plan holds $20M for 12 participants - about $1.7M per participant, above the median plan by assets.

#419
in Mining & Oil Extraction (785 peers)
+2.0%
assets growth YoY

Walter Duncan, Inc. Employees Retirement Plan's outsized position by total assets

Walter Duncan, Inc. Employees Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,394,109 Top 29% higher than 71% of 123,620 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 2024

Walter Duncan, Inc. Employees Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter Duncan, Inc. Employees Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walter Duncan, Inc. Employees Retirement Plan reported net income fell from $903K in the plan year 2023 filing to $403K in the plan year 2024 filing.
  • Walter Duncan, Inc. Employees Retirement Plan reported participants fell from 14 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Walter Duncan, Inc. Employees Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362331183 · Walter Duncan, Inc. PY 2024 · Defined Benefit (Pension)

Walter Duncan, Inc. Employees Retirement Plan · $20M · 12 · 71st

  • PHOTO $20M
  • IND 12
  • EOY 71st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Employees' Retirement Plan of Sterling Insurance Company
  • PCT ind #419

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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →

Walter Duncan, Inc. Employees Retirement Plan in the asset neighbourhood

Consolidated Asset Management Services Pension PlanConsolidated Asset Managemen…$20MEmployees' Retirement Plan of Sterling Insurance CompanyEmployees' Retirement Plan o…$20MWalter Duncan, Inc. Employees Retirement PlanWalter Duncan, Inc. Employee…$20MRotork Controls, Inc. Pension PlanRotork Controls, Inc. Pensio…$20MDefiance Precision Products, Inc. Pension Plan for Local 638 UAW EmployeesDefiance Precision Products,…$20M
End-of-year total assets ($M) among Walter Duncan, Inc. Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income$403K
Employer EIN362331183
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walter Duncan, Inc.)

Sponsor-wide plan assets over time

All Walter Duncan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 6.840427858160006% vs 2022
2024 filing year
$18.5M$19M$19.5M$20M$20.5M$21M 202220232024 $19.1M $20.4M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 18 $19M
2023 1 14 $20M
2024 1 12 $20M

Nearby Defined Benefit (Pension) Plans in Oklahoma

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

Walter Duncan, Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Walter Duncan, Inc. Employees Retirement Plan, Total assets ($B): 0.020394109 · Participants: 12Walter Duncan, Inc. Employees Retirement PlanPipeline Industry Pension Fund, Total assets ($B): 1.68715114 · Participants: 2308Pipeline Industry Pension FundWilliams Pension Plan, Total assets ($B): 1.357458939 · Participants: 3357Williams Pension PlanOne Gas, Inc. Retirement Plan, Total assets ($B): 0.726126 · Participants: 670One Gas, Inc. Retirement PlanRetirement Plan for Employees of Devon Energy Corporation, Total assets ($B): 0.43487459 · Participants: 155Retirement Plan for Employees of Devon Energy CorporationIntegris Health, Inc. Retirement Plan a, Total assets ($B): 0.424374198 · Participants: 1061Integris Health, Inc. Retirement Plan a
Walter Duncan, Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Oklahoma, assets vs. participants
Compare Walter Duncan, Inc. Employees Retirement Plan side-by-side with 3 peers →

Walter Duncan, Inc. Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Oklahoma, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Sterling Insurance Company in NY ($20M); by covered participants it is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walter Duncan, Inc. Employees Retirement Plan assets move in 2024? ▼
Walter Duncan, Inc. Employees Retirement Plan edged up modestly - up 2.0% during 2024, from $20M to $20M. Reported net income was $403K.
How have Walter Duncan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter Duncan, Inc.'s sponsor-wide assets grew 6.8%, from $19M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Walter Duncan, Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Sterling Insurance Company in NY ($20M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Walter Duncan, Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362331183.

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.