Defined Benefit (Pension) · DOL Form 5500 · 2024

Duncan Supply Co.,Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
147
Participants Small participant base
62nd
Percentile by assets National rank
$91,381
Avg per participant Below avg balance/head
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Official DOL plan name: Duncan Employees Security Plan · Sponsored by Duncan Supply Co.,Inc. · Indiana · Wholesale Trade

$13M in assets, 147 participants

Duncan Supply Co.,Inc.'s Duncan Employees Security Plan reported $13M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,324 in Wholesale Trade (6,080 peers)

Coverage in Indiana

Duncan Employees Security Plan covers 147 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $13M.

#3,324
in Wholesale Trade (6,080 peers)
+25.4%
assets growth YoY

Duncan Employees Security Plan's mid-pack asset rank among Wholesale Trade and all filers

Duncan Employees Security Plan vs every filed plan by assets

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

$13,433,027 Top 38% higher than 62% 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

Duncan Employees Security Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duncan Employees Security Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Duncan Employees Security Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Duncan Employees Security Plan reported participants rose from 124 in the plan year 2023 filing to 147 in the plan year 2024 filing.
  • Duncan Employees Security Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 350814590 · Duncan Supply Co.,Inc. PY 2024 · Defined Benefit (Pension)

Duncan Employees Security Plan · $13M · 147 · 62nd

  • TYPE $13M
  • NET 147
  • BOOK 62nd
  • VS-ST Defined Benefit (Pension)
  • BOY near Luvata Ohio, Inc. Retirement Plan
  • SCH ind #3324

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 Wholesale Trade retirement plans → · Plans in Indiana →

Duncan Employees Security Plan in the asset neighbourhood

Crystal Creamery Pension Plan$13MLuvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc. Retirement…$13MDuncan Employees Security PlanDuncan Employees Security Pl…$13MRetirement Plan for Employees of Mary Cariola Children's Center, Inc.Retirement Plan for Employee…$13MMonadnock Pension Plan$13M
End-of-year total assets ($M) among Duncan Employees Security Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN350814590
Plan Effective Date1962-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Duncan Supply Co.,Inc.)

Sponsor-wide plan assets over time

All Duncan Supply Co.,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 50.49345780646488% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.1M $21.2M ▲ +50.5%
Year Plans Participants Total Assets
2022 2 264 $14M
2023 2 269 $18M
2024 2 298 $21M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Duncan Employees Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Duncan Employees Security Plan, Total assets ($B): 0.013433027 · Participants: 147Duncan Employees Security PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Duncan Employees Security Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Duncan Employees Security Plan side-by-side with 3 peers →

Duncan Employees Security Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Luvata Ohio, Inc. Retirement Plan in OH ($13M); by covered participants it is Shamrock Foods Company Retirement Plan in AZ (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Duncan Employees Security Plan assets move in 2024? ▼
Duncan Employees Security Plan grew sharply - up 25.4% during 2024, from $11M to $13M. Reported net income was $3M.
How have Duncan Supply Co.,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duncan Supply Co.,Inc.'s sponsor-wide assets grew 50.5%, from $14M to $21M.
Which Defined Benefit (Pension) plans are similar in size to Duncan Employees Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Luvata Ohio, Inc. Retirement Plan in OH ($13M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Duncan Employees Security Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shamrock Foods Company Retirement Plan in AZ (147 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 350814590.

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.