401(k) · DOL Form 5500 · 2024
Carter Duncan LP 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $58,650
- Avg per participant Low balance/head
Official DOL plan name: Seymour Duncan 401(k) Profit Sharing Plan · Sponsored by Carter Duncan LP · California · Manufacturing
$6M in assets, 96 participants
Carter Duncan LP's Seymour Duncan 401(k) Profit Sharing Plan reported $6M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #4,881 in Manufacturing (17,777 peers)
2024 asset change
Seymour Duncan 401(k) Profit Sharing Plan pulled back noticeably 12.0% in 2024 ($6M → $6M) for 96 participants.
- #4,881
- in Manufacturing (17,777 peers)
- -12.0%
- assets change YoY
The plan reported a net loss of $770K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Seymour Duncan 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Seymour Duncan 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,630,431 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Seymour Duncan 401(k) Profit Sharing 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. Seymour Duncan 401(k) Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Seymour Duncan 401(k) Profit Sharing Plan reported net income fell from $451K in the plan year 2023 filing to -$770K in the plan year 2024 filing.
- Seymour Duncan 401(k) Profit Sharing Plan reported participants fell from 112 in the plan year 2023 filing to 96 in the plan year 2024 filing.
- Seymour Duncan 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
DOL schedule card
Filing strip 953621511 · Carter Duncan LP PY 2024 · 401(k)
Seymour Duncan 401(k) Profit Sharing Plan · $6M · 96 · 44th
- PCT $6M
- PCT 96
- PCT 44th
- PCT 401(k)
- PCT near Elkhart Hourly Employees Retirement Savings Plan
- PCT ind #4881
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 California →
Seymour Duncan 401(k) Profit Sharing Plan in the asset neighbourhood
Carter Duncan LP years around the 2024 move
Sponsor-wide plan assets over time
All Carter Duncan LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 5.354428098741226% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $6M |
| 2023 | 1 | 112 | $6M |
| 2024 | 1 | 96 | $6M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$770K |
| Employer EIN | 953621511 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Seymour Duncan 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Elkhart Hourly Employees Retirement Savings Plan in MO ($6M); by covered participants it is Living Proof, Inc. 401(k) Profit Sharing Plan and Trust in MA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
- Hurley & Associates Savings & Retirement Plan (MO) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.