401(k) · DOL Form 5500 · 2022
Steven K. Urke, C.P.a., P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $200,369
- Avg per participant Above avg balance/head
Official DOL plan name: Steven K. Urke, C.P.a., P.C. 401(k) Plan · Sponsored by Steven K. Urke, C.P.a., P.C. · Arizona · Professional & Technical Services
$2M in assets, 11 participants
Steven K. Urke, C.P.a., P.C.'s Steven K. Urke, C.P.a., P.C. 401(k) Plan reported $2M in total assets and 11 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.
- #6,885 in Professional & Technical Services (21,562 peers)
Steven K. Urke, C.P.a., P.C. multi-year trail
Steven K. Urke, C.P.a., P.C.'s plans moved +71.4% in assets from 2022 to 2024; this filing shows Steven K. Urke, C.P.a., P.C. 401(k) Plan at $2M / 11 participants.
- #6,885
- in Professional & Technical Services (21,562 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $240K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steven K. Urke, C.P.a., P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Steven K. Urke, C.P.a., P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,204,054 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Steven K. Urke, C.P.a., P.C. 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. Steven K. Urke, C.P.a., P.C. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 860676510 · Steven K. Urke, C.P.a., P.C. PY 2022 · 401(k)
Steven K. Urke, C.P.a., P.C. 401(k) Plan · $2M · 11 · 35th
- BOY $2M
- SCH 11
- EBSA 35th
- PART 401(k)
- TYPE near Livingston Vitreo-Retinal Associates, P.a. Profit Sharing Plan
- NET ind #6885
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 Arizona →
Steven K. Urke, C.P.a., P.C. 401(k) Plan in the asset neighbourhood
Steven K. Urke, C.P.a., P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Steven K. Urke, C.P.a., P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 71.42615380566902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $2M |
| 2023 | 1 | 9 | $3M |
| 2024 | 1 | 9 | $4M |
Steven K. Urke, C.P.a., P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$240K |
| Employer EIN | 860676510 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Steven K. Urke, C.P.a., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Livingston Vitreo-Retinal Associates, P.a. Profit Sharing Plan in NJ ($2M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 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 (11 participants); asset peers above are excluded.
- Oceanside Car Wash Inc Profit Sharing Plan (CA) 11 · 0 off
- The Princeton Club of New York, Inc. 401(k) Plan (MA) 11 · 0 off
- Rhg Profit Sharing Plan (GA) 11 · 0 off
- Thrive Wealth Management, LLC 401(k) Plan (PA) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.