401(k) · DOL Form 5500 · 2024

Duke School 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 139
Participants Small participant base: 58th
Percentile by assets National rank: $79,655
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Duke School 401(k) Plan · Sponsored by Duke School · North Carolina · Educational Services

$11M in assets, 139 participants

Duke School's Duke School 401(k) Plan reported $11M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

#1,486 in Educational Services (3,638 peers)

Coverage in North Carolina

Duke School 401(k) Plan covers 139 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#1,486
in Educational Services (3,638 peers): +18.9%
assets growth YoY

Duke School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Duke School 401(k) Plan vs every filed plan by assets

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

$11,072,080 Top 42% higher than 58% 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

Duke School 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. Duke School 401(k) Plan sits mid-pack in the medium band (139 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Duke School 401(k) Plan reported net income rose from -$112K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Duke School 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Duke School 401(k) Plan reported participants rose from 121 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 581521494 · Duke School PY 2024 · 401(k)

Duke School 401(k) Plan · $11M · 139 · 58th

EOY $11M
5500 139
ASSETS 58th
PCT 401(k)
EIN near Waseyabek Development Company 401(k) Plan
RANK ind #1486

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 Educational Services retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Duke School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	581521494
Plan Effective Date	2005-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Duke School)

Latest sponsor-wide plan assets: $11M 17.48251807612307% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	96	$9M
2023	1	121	$9M
2024	1	139	$11M

Nearby 401(k) Plans in North Carolina

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

Duke School 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare Duke School 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Waseyabek Development Company 401(k) Plan in MI ($11M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Waseyabek Development Company 401(k) Plan (MI) $11M · 254
Andersen Interior Contracting, Inc. 401(k) Plan (NJ) $11M · 60
Medsphere Systems Corporation 401(k) Plan (UT) $11M · 212
Positive Impact Health Centers, Inc. 401(k) Plan (GA) $11M · 261

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

Minamyer Residential 401(k) Plan (OH) 139 · 0 off
R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 139 · 0 off
Home Buys LLC 401(k) Profit Sharing Plan & Trust (OH) 139 · 0 off
K5 Corporation Retirement Savings Plan (MA) 139 · 0 off

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 Duke School 401(k) Plan assets move in 2024? ▼

Duke School 401(k) Plan grew sharply - up 18.9% during 2024, from $9M to $11M. Reported net income was $2M.

How have Duke School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Duke School's sponsor-wide assets grew 17.5%, from $9M to $11M.

Which 401(k) plans are similar in size to Duke School 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Waseyabek Development Company 401(k) Plan in MI ($11M, 254 participants).

Which 401(k) plans cover a similar participant headcount to Duke School 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M 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 581521494.