401(k) · DOL Form 5500 · 2024

Webster, Duke & Co., PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$706,565
Avg per participant High balance/head
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Official DOL plan name: Webster, Duke & Co., PA 401(k) Plan and Trust · Sponsored by Webster, Duke & Co., PA · North Carolina · Professional & Technical Services

$2M in assets, 3 participants

Webster, Duke & Co., PA's Webster, Duke & Co., PA 401(k) Plan and Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,217 in Professional & Technical Services (20,173 peers)

Webster, Duke & Co., PA multi-year trail

Webster, Duke & Co., PA's plans moved +39.4% in assets from 2022 to 2024; this filing shows Webster, Duke & Co., PA 401(k) Plan and Trust at $2M / 3 participants.

#5,217
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY

Webster, Duke & Co., PA 401(k) Plan and Trust among the smaller filed plans by assets

Webster, Duke & Co., PA 401(k) Plan and Trust vs every filed plan by assets

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

$2,119,696 30th percentile higher than 30% 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

Webster, Duke & Co., PA 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Webster, Duke & Co., PA 401(k) Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Webster, Duke & Co., PA 401(k) Plan and Trust reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Webster, Duke & Co., PA 401(k) Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561534144 · Webster, Duke & Co., PA PY 2024 · 401(k)

Webster, Duke & Co., PA 401(k) Plan and Trust · $2M · 3 · 30th

  • RANK $2M
  • RANK 3
  • RANK 30th
  • RANK 401(k)
  • RANK near Group Eighty Eight Advisors, Ltd Retirement Plan
  • RANK ind #5217

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Webster, Duke & Co., PA 401(k) Plan and Trust in the asset neighbourhood

Webster, Duke & Co., PA 401(k) Plan and TrustWebster, Duke & Co., PA 401(…$2MGroup Eighty Eight Advisors, Ltd Retirement PlanGroup Eighty Eight Advisors,…$2MLance J Mark PLLC Profit Sharing 401(k) PlanLance J Mark PLLC Profit Sha…$2MMithril Capital Management LLC 401(k) Profit Sharing Plan & TrustMithril Capital Management L…$2MC. Michael Mead, Md, PC 401(k) PlanC. Michael Mead, Md, PC 401(…$2M
End-of-year total assets ($M) among Webster, Duke & Co., PA 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Webster, Duke & Co., PA multi-year asset trail

Sponsor-wide plan assets over time

All Webster, Duke & Co., PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.431943835073085% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.52M $2.12M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 3 $2M

Webster, Duke & Co., PA filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$303K
Employer EIN561534144
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Webster, Duke & Co., PA 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Webster, Duke & Co., PA 401(k) Plan and Trust, Total assets ($B): 0.002119696 · Participants: 3Webster, Duke & Co., PA 401(k) Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Webster, Duke & Co., PA 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Webster, Duke & Co., PA 401(k) Plan and Trust side-by-side with 3 peers →

Webster, Duke & Co., PA 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Group Eighty Eight Advisors, Ltd Retirement Plan in NY ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Webster, Duke & Co., PA 401(k) Plan and Trust assets move in 2024? ▼
Webster, Duke & Co., PA 401(k) Plan and Trust grew sharply - up 16.7% during 2024, from $2M to $2M. Reported net income was $303K.
How have Webster, Duke & Co., PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Webster, Duke & Co., PA's sponsor-wide assets grew 39.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Webster, Duke & Co., PA 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Group Eighty Eight Advisors, Ltd Retirement Plan in NY ($2M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Webster, Duke & Co., PA 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 561534144.

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.