401(k) · DOL Form 5500 · 2022

J.D. Stuart, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$334,455
Avg per participant High balance/head
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Official DOL plan name: J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement · Sponsored by J.D. Stuart, M.D., P.C. · Arizona · Healthcare & Social Assistance

$2M in assets, 7 participants

J.D. Stuart, M.D., P.C.'s J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,673 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement declined sharply 16.9% in 2022 ($3M → $2M) for 7 participants.

#7,673
in Healthcare & Social Assistance (20,060 peers)
-16.9%
assets change YoY

The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement's mid-pack asset rank among Healthcare & Social Assistance and all filers

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$2,341,182 36th percentile higher than 36% 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

J.D. Stuart, M.D., P.C. 401(k) 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. J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 680535740 · J.D. Stuart, M.D., P.C. PY 2022 · 401(k)

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement · $2M · 7 · 36th

  • EBSA $2M
  • EBSA 7
  • EBSA 36th
  • EBSA 401(k)
  • EBSA near Techop Solutions International, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #7673

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 →

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement in the asset neighbourhood

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust AgreementJ.D. Stuart, M.D., P.C. 401(…$2MTechop Solutions International, Inc. 401(k) Profit Sharing PlanTechop Solutions Internation…$2MJohnston County Industries, Inc. 403(b) PlanJohnston County Industries, …$2MFitts and Goodwin, Inc. 401(k) PlanFitts and Goodwin, Inc. 401(…$2MNorthern Brewer Retirement PlanNorthern Brewer Retirement P…$2M
End-of-year total assets ($M) among J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J.D. Stuart, M.D., P.C. years around the 2022 move

Sponsor-wide plan assets over time

All J.D. Stuart, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.06859782793477825% vs 2022
2023 filing year
$2.34M 20222023 $2.34M $2.34M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 3 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$476K
Employer EIN680535740
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement, Total assets ($B): 0.002341182 · Participants: 7J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust AgreementBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Techop Solutions International, Inc. 401(k) Profit Sharing Plan in VA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement assets move in 2022? ▼
J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement declined sharply - down 16.9% during 2022, from $3M to $2M. Reported net income was -$476K.
How have J.D. Stuart, M.D., P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), J.D. Stuart, M.D., P.C.'s sponsor-wide assets grew 0.1%, from $2M to $2M.
Which 401(k) plans are similar in size to J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Techop Solutions International, Inc. 401(k) Profit Sharing Plan in VA ($2M, 139 participants).
Which 401(k) plans cover a similar participant headcount to J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 680535740.

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.