401(k) · DOL Form 5500 · 2022

Kerzner Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
22
Participants Small participant base
26th
Percentile by assets National rank
$48,056
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kerzner Associates 401(k) Plan · Sponsored by Kerzner Associates, P.C. · Massachusetts · Healthcare & Social Assistance

$1M in assets, 22 participants

Kerzner Associates, P.C.'s Kerzner Associates 401(k) Plan reported $1M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,595 in Healthcare & Social Assistance (20,060 peers)

Kerzner Associates, P.C. multi-year trail

Kerzner Associates, P.C.'s plans moved +58.3% in assets from 2022 to 2024; this filing shows Kerzner Associates 401(k) Plan at $1M / 22 participants.

#4,595
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kerzner Associates 401(k) Plan among the smaller filed plans by assets

Kerzner Associates 401(k) Plan vs every filed plan by assets

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

$1,057,239 26th percentile higher than 26% 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

Kerzner Associates 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerzner Associates 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042971397 · Kerzner Associates, P.C. PY 2022 · 401(k)

Kerzner Associates 401(k) Plan · $1M · 22 · 26th

  • PCT $1M
  • PCT 22
  • PCT 26th
  • PCT 401(k)
  • PCT near Barber Ventures, Inc. 401(k) Plan
  • PCT ind #4595

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 Massachusetts →

Kerzner Associates 401(k) Plan in the asset neighbourhood

Kerzner Associates 401(k) PlanKerzner Associates 401(k) Pl…$1MBarber Ventures, Inc. 401(k) PlanBarber Ventures, Inc. 401(k)…$1MLogility Distribution, Inc. 401(k) Profit Sharing PlanLogility Distribution, Inc. …$1MThe Tuerk House, Inc. 401(k) Profit SharingThe Tuerk House, Inc. 401(k)…$1MDotcom Therapy, Inc. 401(k) Profit Sharing PlanDotcom Therapy, Inc. 401(k) …$1M
End-of-year total assets ($M) among Kerzner Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kerzner Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kerzner Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 58.34234264910773% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.06M $1.67M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 22 $1M
2023 1 21 $1M
2024 1 31 $2M

Kerzner Associates, P.C. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$163K
Employer EIN042971397
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Kerzner Associates 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Kerzner Associates 401(k) Plan, Total assets ($B): 0.001057239 · Participants: 22Kerzner Associates 401(k) PlanFidelity 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
Kerzner Associates 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kerzner Associates 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Barber Ventures, Inc. 401(k) Plan in IA ($1M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Kerzner Associates 401(k) Plan assets move in 2022? ▼
Kerzner Associates 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $1M to $1M. Reported net income was -$163K.
How have Kerzner Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerzner Associates, P.C.'s sponsor-wide assets grew 58.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Kerzner Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barber Ventures, Inc. 401(k) Plan in IA ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Kerzner Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 042971397.

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.