401(k) · DOL Form 5500 · 2023

Duncan-Parnell, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
189
Participants Below avg headcount
76th
Percentile by assets National rank
$128,472
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Duncan-Parnell, Inc. 401(k) Plan and Trust · Sponsored by Duncan-Parnell, Inc. · North Carolina · Wholesale Trade

$24M in assets, 189 participants

Duncan-Parnell, Inc.'s Duncan-Parnell, Inc. 401(k) Plan and Trust reported $24M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,681 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Duncan-Parnell, Inc. 401(k) Plan and Trust covers 189 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#4,681
in Wholesale Trade (6,309 peers)
+30.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Duncan-Parnell, Inc. 401(k) Plan and Trust's outsized position by total assets

Duncan-Parnell, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$24,281,134 Top 24% higher than 76% 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

Duncan-Parnell, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duncan-Parnell, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Duncan-Parnell, Inc. 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Duncan-Parnell, Inc. 401(k) Plan and Trust end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Duncan-Parnell, Inc. 401(k) Plan and Trust reported participants rose from 169 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560561956 · Duncan-Parnell, Inc. PY 2023 · 401(k)

Duncan-Parnell, Inc. 401(k) Plan and Trust · $24M · 189 · 76th

  • 5500 $24M
  • 5500 189
  • 5500 76th
  • 5500 401(k)
  • 5500 near Tait & Associates, Inc. 401(k) Savings Plan
  • 5500 ind #4681

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 North Carolina →

Duncan-Parnell, Inc. 401(k) Plan and Trust in the asset neighbourhood

Duncan-Parnell, Inc. 401(k) Plan and TrustDuncan-Parnell, Inc. 401(k) …$24MTait & Associates, Inc. 401(k) Savings PlanTait & Associates, Inc. 401(…$24MTop Notch Distributors, Inc. 401(k) Savings PlanTop Notch Distributors, Inc.…$24MGrand Piano & Furniture Co. , Inc. Retirement Savings and Profit Sharing PlanGrand Piano & Furniture Co. …$24MHammes Company LLC 401(k) Savings PlanHammes Company LLC 401(k) Sa…$24M
End-of-year total assets ($M) among Duncan-Parnell, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN560561956
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Duncan-Parnell, Inc.)

Sponsor-wide plan assets over time

All Duncan-Parnell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 55.29583861959322% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $28.8M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 169 $19M
2023 1 189 $24M
2024 1 196 $29M

Nearby 401(k) Plans in North Carolina

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

Duncan-Parnell, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Duncan-Parnell, Inc. 401(k) Plan and Trust, Total assets ($B): 0.024281134 · Participants: 189Duncan-Parnell, Inc. 401(k) Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Duncan-Parnell, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Duncan-Parnell, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Duncan-Parnell, Inc. 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 Tait & Associates, Inc. 401(k) Savings Plan in CA ($24M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Duncan-Parnell, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Duncan-Parnell, Inc. 401(k) Plan and Trust surged - up 30.8% during 2023, from $19M to $24M. Reported net income was $6M.
How have Duncan-Parnell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duncan-Parnell, Inc.'s sponsor-wide assets grew 55.3%, from $19M to $29M.
Where does Duncan-Parnell, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Duncan-Parnell, Inc. 401(k) Plan and Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Duncan-Parnell, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tait & Associates, Inc. 401(k) Savings Plan in CA ($24M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Duncan-Parnell, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 560561956.

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.