401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$1M
Total assets Small plan by assets
21
Participants Small participant base
26th
Percentile by assets National rank
$61,670
Avg per participant Low balance/head
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Official DOL plan name: Kerzner Associates 401(k) Plan · Sponsored by Kerzner Associates, P.C. · Massachusetts · Healthcare & Social Assistance

$1M in assets, 21 participants

Kerzner Associates, P.C.'s Kerzner Associates 401(k) Plan reported $1M in total assets and 21 participants in its 2023 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.

  • #3,961 in Healthcare & Social Assistance (17,684 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 / 21 participants.

#3,961
in Healthcare & Social Assistance (17,684 peers)
+22.5%
assets growth YoY

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 2023 · DOL Form 5500

$1,295,078 26th percentile higher than 26% 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

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerzner Associates 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kerzner Associates 401(k) Plan reported net income rose from -$163K in the plan year 2022 filing to $238K in the plan year 2023 filing.
  • Kerzner Associates 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kerzner Associates 401(k) Plan reported participants fell from 22 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042971397 · Kerzner Associates, P.C. PY 2023 · 401(k)

Kerzner Associates 401(k) Plan · $1M · 21 · 26th

  • IND $1M
  • EOY 21
  • 5500 26th
  • ASSETS 401(k)
  • PCT near Hays Chevrolet 401(k) Plan
  • EIN ind #3961

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…$1MDrinkpak 401(k) Plan$1MDaniel Nazarian 401(k) Profit Sharing PlanDaniel Nazarian 401(k) Profi…$1MHays Chevrolet 401(k) Plan$1MJames R. Kennedy, Jr., Esq. 401(k) Profit Sharing Plan & TrustJames R. Kennedy, Jr., Esq. …$1M
End-of-year total assets ($M) among Kerzner Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$238K
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kerzner Associates 401(k) Plan, Total assets ($B): 0.001295078 · Participants: 21Kerzner Associates 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) 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 Hays Chevrolet 401(k) Plan in KS ($1M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Kerzner Associates 401(k) Plan assets move in 2023? ▼
Kerzner Associates 401(k) Plan grew sharply - up 22.5% during 2023, from $1M to $1M. Reported net income was $238K.
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 Hays Chevrolet 401(k) Plan in KS ($1M, 23 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 Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 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.