Profit Sharing · DOL Form 5500 · 2022

Kathleen M Duerksen Md PC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$704,834
Avg per participant High balance/head
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Official DOL plan name: Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement · Sponsored by Kathleen M Duerksen Md PC · Arizona · Healthcare & Social Assistance

$2M in assets, 3 participants

Kathleen M Duerksen Md PC's Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,231 in Healthcare & Social Assistance (20,060 peers)

Kathleen M Duerksen Md PC multi-year trail

Kathleen M Duerksen Md PC's plans moved +31.8% in assets from 2022 to 2024; this filing shows Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement at $2M / 3 participants.

#7,231
in Healthcare & Social Assistance (20,060 peers)
-10.6%
assets change YoY

The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,114,503 35th percentile higher than 35% of 139,123 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 2022

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 860828493 · Kathleen M Duerksen Md PC PY 2022 · Profit Sharing

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement · $2M · 3 · 35th

  • PART $2M
  • TYPE 3
  • NET 35th
  • BOOK Profit Sharing
  • VS-ST near Ray Howard & Associates Inc Employees Profit Sharing Plan & Trust
  • BOY ind #7231

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement in the asset neighbourhood

Bender Jcc of Greater Washington 403(b) Retirement PlanBender Jcc of Greater Washin…$2MKathleen M Duerksen Md PC Profit Sharing Plan and Trust AgreementKathleen M Duerksen Md PC Pr…$2MRay Howard & Associates Inc Employees Profit Sharing Plan & TrustRay Howard & Associates Inc …$2MBruce B Zappan Dpm PC Profit Sharing Plan and TrBruce B Zappan Dpm PC Profit…$2MDaniel J. Guarino Insurance Agency, Inc. Profit Sharing PlanDaniel J. Guarino Insurance …$2M
End-of-year total assets ($M) among Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kathleen M Duerksen Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Kathleen M Duerksen Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.79858340234088% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.11M $2.79M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 N/A $3M

Kathleen M Duerksen Md PC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$250K
Employer EIN860828493
Plan Effective Date1996-06-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement, Total assets ($M): 2.114503 · Participants: 3Kathleen M Duerksen Md PC Profit Sharing Plan and Trust AgreementKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Ray Howard & Associates Inc Employees Profit Sharing Plan & Trust in FL ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement assets move in 2022? ▼
Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement pulled back noticeably - down 10.6% during 2022, from $2M to $2M. Reported net income was -$250K.
How have Kathleen M Duerksen Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kathleen M Duerksen Md PC's sponsor-wide assets grew 31.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is Ray Howard & Associates Inc Employees Profit Sharing Plan & Trust in FL ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860828493.

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.