401(k) · DOL Form 5500 · 2022

Kerry L. Plante Cpa PC 401(k) Plan

Data updated 2026-08-25

$381K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$381,147
Avg per participant High balance/head
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Official DOL plan name: Kerry L Plante Cpa PC 401(k) · Sponsored by Kerry L. Plante Cpa PC · Massachusetts · Professional & Technical Services

$381K in assets, 1 participants

Kerry L. Plante Cpa PC's Kerry L Plante Cpa PC 401(k) reported $381K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,729 in Professional & Technical Services (21,562 peers)

Kerry L. Plante Cpa PC multi-year trail

Kerry L. Plante Cpa PC's plans moved +57.0% in assets from 2022 to 2024; this filing shows Kerry L Plante Cpa PC 401(k) at $381K / 1 participant.

#2,729
in Professional & Technical Services (21,562 peers)
-5.3%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kerry L Plante Cpa PC 401(k) among the smaller filed plans by assets

Kerry L Plante Cpa PC 401(k) vs every filed plan by assets

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

$381,147 16th percentile higher than 16% 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

Kerry L Plante Cpa PC 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerry L Plante Cpa PC 401(k) is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 862609137 · Kerry L. Plante Cpa PC PY 2022 · 401(k)

Kerry L Plante Cpa PC 401(k) · $381K · 1 · 16th

  • EOY $381K
  • EOY 1
  • EOY 16th
  • EOY 401(k)
  • EOY near Rocket City Family Medicine LLC 401(k) Profit Sharing Plan
  • EOY ind #2729

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Kerry L Plante Cpa PC 401(k) in the asset neighbourhood

Kerry L Plante Cpa PC 401(k)$381KRocket City Family Medicine LLC 401(k) Profit Sharing PlanRocket City Family Medicine …$381KPlustick Partners LLC 401(k) Profit Sharing Plan & TrustPlustick Partners LLC 401(k)…$381KOmni Health Services, Inc., 401(k) PlanOmni Health Services, Inc., …$381KGenerations-Gaither 401(k) PlanGenerations-Gaither 401(k) P…$381K
End-of-year total assets ($M) among Kerry L Plante Cpa PC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kerry L. Plante Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Kerry L. Plante Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$598K 57.02524222937607% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.38M $0.6M ▲ +57.9%
Year Plans Participants Total Assets
2022 1 1 $381K
2023 1 3 $487K
2024 1 3 $598K

Kerry L. Plante Cpa PC filing trail (2022)

Total Assets (Beginning of Year)$402K
Net Assets (End of Year)$381K
Net Income-$21K
Employer EIN862609137
Plan Effective Date2021-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Kerry L Plante Cpa PC 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Kerry L Plante Cpa PC 401(k), Total assets ($B): 0.000381147 · Participants: 1Kerry L Plante Cpa PC 401(k)Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Kerry L Plante Cpa PC 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kerry L Plante Cpa PC 401(k) side-by-side with 3 peers →

Kerry L Plante Cpa PC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rocket City Family Medicine LLC 401(k) Profit Sharing Plan in AL ($381K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kerry L Plante Cpa PC 401(k) assets move in 2022? ▼
Kerry L Plante Cpa PC 401(k) pulled back noticeably - down 5.3% during 2022, from $402K to $381K. Reported net income was -$21K.
How have Kerry L. Plante Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerry L. Plante Cpa PC's sponsor-wide assets grew 57.0%, from $381K to $598K.
Where does Kerry L Plante Cpa PC 401(k) rank by assets among Form 5500 filers? ▼
Kerry L Plante Cpa PC 401(k) ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kerry L Plante Cpa PC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Rocket City Family Medicine LLC 401(k) Profit Sharing Plan in AL ($381K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Kerry L Plante Cpa PC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 862609137.

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.