Defined Benefit (Pension) · DOL Form 5500 · 2023

H.C. Duke & Son, LLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
38
Participants Small participant base
58th
Percentile by assets National rank
$252,488
Avg per participant Above avg balance/head
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Official DOL plan name: H.C. Duke & Son, LLC Defined Benefit Plan & Trust · Sponsored by H.C. Duke & Son, LLC · Illinois · Manufacturing

$10M in assets, 38 participants

H.C. Duke & Son, LLC's H.C. Duke & Son, LLC Defined Benefit Plan & Trust reported $10M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,169 in Manufacturing (18,722 peers)

2023 asset change

H.C. Duke & Son, LLC Defined Benefit Plan & Trust grew at a solid clip 9.0% in 2023 ($9M → $10M) for 38 participants.

#8,169
in Manufacturing (18,722 peers)
+9.0%
assets growth YoY

H.C. Duke & Son, LLC Defined Benefit Plan & Trust's mid-pack asset rank among Manufacturing and all filers

H.C. Duke & Son, LLC Defined Benefit Plan & Trust vs every filed plan by assets

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

$9,594,532 Top 42% higher than 58% 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

H.C. Duke & Son, LLC Defined Benefit Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.C. Duke & Son, LLC Defined Benefit Plan & Trust is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H.C. Duke & Son, LLC Defined Benefit Plan & Trust reported net income rose from -$724K in the plan year 2022 filing to $790K in the plan year 2023 filing.
  • H.C. Duke & Son, LLC Defined Benefit Plan & Trust reported participants fell from 44 in the plan year 2022 filing to 38 in the plan year 2023 filing.
  • H.C. Duke & Son, LLC Defined Benefit Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362369807 · H.C. Duke & Son, LLC PY 2023 · Defined Benefit (Pension)

H.C. Duke & Son, LLC Defined Benefit Plan & Trust · $10M · 38 · 58th

  • EOY $10M
  • EOY 38
  • EOY 58th
  • EOY Defined Benefit (Pension)
  • EOY near Sugar River Bank Pension Plan
  • EOY ind #8169

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 Illinois →

H.C. Duke & Son, LLC Defined Benefit Plan & Trust in the asset neighbourhood

Sugar River Bank Pension Plan$10MTile Finishers Local Union No. 18 St. Louis, Mo Pension PlanTile Finishers Local Union N…$10MH.C. Duke & Son, LLC Defined Benefit Plan & TrustH.C. Duke & Son, LLC Defined…$10MStrippit, Inc. Pension Plan for Hourly EmployeesStrippit, Inc. Pension Plan …$10MGE Aviation Mechanical Systems-Los Angeles Pension Plan for UAW Local 509 Hourly Employees of the Duarte, Ca DivisionGE Aviation Mechanical Syste…$10M
End-of-year total assets ($M) among H.C. Duke & Son, LLC Defined Benefit Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

H.C. Duke & Son, LLC years around the 2023 move

Sponsor-wide plan assets over time

All H.C. Duke & Son, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 8.976476402290128% vs 2022
2023 filing year
$8.5M$9M$9.5M$10M 20222023 $8.8M $9.59M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 44 $9M
2023 1 38 $10M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$790K
Employer EIN362369807
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

H.C. Duke & Son, LLC Defined Benefit Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants H.C. Duke & Son, LLC Defined Benefit Plan & Trust, Total assets ($B): 0.009594532 · Participants: 38H.C. Duke & Son, LLC Defined Benefit Plan & TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
H.C. Duke & Son, LLC Defined Benefit Plan & Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare H.C. Duke & Son, LLC Defined Benefit Plan & Trust side-by-side with 3 peers →

H.C. Duke & Son, LLC Defined Benefit Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Sugar River Bank Pension Plan in NH ($10M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 H.C. Duke & Son, LLC Defined Benefit Plan & Trust assets move in 2023? ▼
H.C. Duke & Son, LLC Defined Benefit Plan & Trust grew at a solid clip - up 9.0% during 2023, from $9M to $10M. Reported net income was $790K.
How have H.C. Duke & Son, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), H.C. Duke & Son, LLC's sponsor-wide assets grew 9.0%, from $9M to $10M.
Which Defined Benefit (Pension) plans are similar in size to H.C. Duke & Son, LLC Defined Benefit Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sugar River Bank Pension Plan in NH ($10M, 23 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to H.C. Duke & Son, LLC Defined Benefit Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Richardson Aviation in TX (38 participants, $21M 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 362369807.

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.