Profit Sharing · DOL Form 5500 · 2023

Kathleen M Duerksen Md PC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$806,464
Avg per participant High balance/head
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Official DOL plan name: Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement · Sponsored by Kathleen M Duerksen Md PC · Arizona · Healthcare & Social Assistance

$2M in assets, 3 participants

Kathleen M Duerksen Md PC's Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,729 in Healthcare & Social Assistance (17,684 peers)

Kathleen M Duerksen Md PC multi-year trail

Kathleen M Duerksen Md PC's plans moved +31.8% in assets from 2022 to 2024; this filing shows Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement at $2M / 3 participants.

#5,729
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement among the smaller filed plans by assets

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,419,393 33rd percentile higher than 33% of 127,068 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 2023

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement reported net income rose from -$250K in the plan year 2022 filing to $305K in the plan year 2023 filing.
  • Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860828493 · Kathleen M Duerksen Md PC PY 2023 · Profit Sharing

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement · $2M · 3 · 33rd

  • RANK $2M
  • RANK 3
  • RANK 33rd
  • RANK Profit Sharing
  • RANK near T. Scott Holder, Md Profit Sharing Plan
  • RANK ind #5729

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 →

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement in the asset neighbourhood

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust AgreementKathleen M Duerksen Md PC Pr…$2MT. Scott Holder, Md Profit Sharing PlanT. Scott Holder, Md Profit S…$2MEastern Mortgage Company Profit Sharing PlanEastern Mortgage Company Pro…$2MAirport Shoppes and Hotel Corp. Retirement PlanAirport Shoppes and Hotel Co…$2MKris Agency & Home Care, Inc Retirement Plan and TrustKris Agency & Home Care, Inc…$2M
End-of-year total assets ($M) among Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kathleen M Duerksen Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Kathleen M Duerksen Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.79858340234088% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.11M $2.79M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 N/A $3M

Kathleen M Duerksen Md PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$305K
Employer EIN860828493
Plan Effective Date1996-06-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement, Total assets ($M): 2.419393 · Participants: 3Kathleen M Duerksen Md PC Profit Sharing Plan and Trust AgreementKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is T. Scott Holder, Md Profit Sharing Plan in TN ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement assets move in 2023? ▼
Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement grew at a solid clip - up 14.4% during 2023, from $2M to $2M. Reported net income was $305K.
How have Kathleen M Duerksen Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kathleen M Duerksen Md PC's sponsor-wide assets grew 31.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by assets is T. Scott Holder, Md Profit Sharing Plan in TN ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Kathleen M Duerksen Md PC Profit Sharing Plan and Trust Agreement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860828493.

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.