401(k) · DOL Form 5500 · 2024

Doris Duke Management Foundation 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
119
Participants Small participant base
84th
Percentile by assets National rank
$422,669
Avg per participant High balance/head
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Official DOL plan name: Doris Duke Management Foundation 401(k) Plan · Sponsored by Doris Duke Management Foundation · New York · Other Services

$50M in assets, 119 participants

Doris Duke Management Foundation's Doris Duke Management Foundation 401(k) Plan reported $50M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,170 in Other Services (7,719 peers)

Coverage in New York

Doris Duke Management Foundation 401(k) Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $50M.

#7,170
in Other Services (7,719 peers)
+3.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Doris Duke Management Foundation 401(k) Plan's outsized position by total assets

Doris Duke Management Foundation 401(k) Plan vs every filed plan by assets

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

$50,297,566 Top 16% higher than 84% 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

Doris Duke Management Foundation 401(k) 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. Doris Duke Management Foundation 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Doris Duke Management Foundation 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Doris Duke Management Foundation 401(k) Plan reported participants fell from 135 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • Doris Duke Management Foundation 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $50M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134008718 · Doris Duke Management Foundation PY 2024 · 401(k)

Doris Duke Management Foundation 401(k) Plan · $50M · 119 · 84th

  • EIN $50M
  • RANK 119
  • PHOTO 84th
  • IND 401(k)
  • EOY near Sagesure LLC 401(k) Plan
  • 5500 ind #7170

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 Other Services retirement plans → · Plans in New York →

Doris Duke Management Foundation 401(k) Plan in the asset neighbourhood

Oral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and TrustOral Surgery Partners Mso, L…$50MThe Broe Group 401(k) Retirement Savings PlanThe Broe Group 401(k) Retire…$50MGlobal Tax Management, Inc. 401(k) Profit Sharing PlanGlobal Tax Management, Inc. …$50MDoris Duke Management Foundation 401(k) PlanDoris Duke Management Founda…$50MSagesure LLC 401(k) Plan$50M
End-of-year total assets ($M) among Doris Duke Management Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$50M
Net Income$2M
Employer EIN134008718
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Doris Duke Management Foundation)

Sponsor-wide plan assets over time

All Doris Duke Management Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$50M 18.495023415796823% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.5M $50.3M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 134 $42M
2023 1 135 $48M
2024 1 119 $50M

Nearby 401(k) Plans in New York

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

Doris Duke Management Foundation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Doris Duke Management Foundation 401(k) Plan, Total assets ($B): 0.050297566 · Participants: 119Doris Duke Management Foundation 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Doris Duke Management Foundation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Doris Duke Management Foundation 401(k) Plan side-by-side with 3 peers →

Doris Duke Management Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sagesure LLC 401(k) Plan in NJ ($50M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Doris Duke Management Foundation 401(k) Plan assets move in 2024? ▼
Doris Duke Management Foundation 401(k) Plan edged up modestly - up 3.9% during 2024, from $48M to $50M. Reported net income was $2M.
How have Doris Duke Management Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Doris Duke Management Foundation's sponsor-wide assets grew 18.5%, from $42M to $50M.
Where does Doris Duke Management Foundation 401(k) Plan rank by assets among Form 5500 filers? ▼
Doris Duke Management Foundation 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Doris Duke Management Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sagesure LLC 401(k) Plan in NJ ($50M, 611 participants).
Which 401(k) plans cover a similar participant headcount to Doris Duke Management Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 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 134008718.

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.