401(k) · DOL Form 5500 · 2022

Appletree & Kern PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$317,971
Avg per participant High balance/head
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Official DOL plan name: Appletree & Kern PC 401(k) Plan · Sponsored by Appletree & Kern PC · Pennsylvania · Professional & Technical Services

$2M in assets, 5 participants

Appletree & Kern PC's Appletree & Kern PC 401(k) Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,787 in Professional & Technical Services (21,562 peers)

Appletree & Kern PC multi-year trail

Appletree & Kern PC's plans moved +28.5% in assets from 2022 to 2024; this filing shows Appletree & Kern PC 401(k) Plan at $2M / 5 participants.

#5,787
in Professional & Technical Services (21,562 peers)
+6.1%
assets growth YoY

Appletree & Kern PC 401(k) Plan among the smaller filed plans by assets

Appletree & Kern PC 401(k) Plan vs every filed plan by assets

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

$1,589,856 30th percentile higher than 30% 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

Appletree & Kern PC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appletree & Kern PC 401(k) Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 251449363 · Appletree & Kern PC PY 2022 · 401(k)

Appletree & Kern PC 401(k) Plan · $2M · 5 · 30th

  • BOOK $2M
  • VS-ST 5
  • BOY 30th
  • SCH 401(k)
  • EBSA near Prudential Lighting Union Plan
  • PART ind #5787

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 Pennsylvania →

Appletree & Kern PC 401(k) Plan in the asset neighbourhood

Appletree & Kern PC 401(k) PlanAppletree & Kern PC 401(k) P…$2MPrudential Lighting Union PlanPrudential Lighting Union Pl…$2MScott & Associates PC Retirement PlanScott & Associates PC Retire…$2MVerimaxx Fwy, Inc. 401(k) PlanVerimaxx Fwy, Inc. 401(k) Pl…$2MRound Robin LLC 401(k) Plan$2M
End-of-year total assets ($M) among Appletree & Kern PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Appletree & Kern PC multi-year asset trail

Sponsor-wide plan assets over time

All Appletree & Kern PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.4728931425236% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.59M $2.04M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $2M
2024 1 4 $2M

Appletree & Kern PC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$91K
Employer EIN251449363
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Appletree & Kern PC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Appletree & Kern PC 401(k) Plan, Total assets ($B): 0.001589856 · Participants: 5Appletree & Kern PC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Appletree & Kern PC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Appletree & Kern PC 401(k) Plan side-by-side with 3 peers →

Appletree & Kern PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Prudential Lighting Union Plan in CA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Appletree & Kern PC 401(k) Plan assets move in 2022? ▼
Appletree & Kern PC 401(k) Plan grew at a solid clip - up 6.1% during 2022, from $1M to $2M. Reported net income was $91K.
How have Appletree & Kern PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appletree & Kern PC's sponsor-wide assets grew 28.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Appletree & Kern PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prudential Lighting Union Plan in CA ($2M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Appletree & Kern PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 251449363.

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.