401(k) · DOL Form 5500 · 2023

Jan K. Parks & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$642K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$321,042
Avg per participant High balance/head
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Official DOL plan name: Jan K. Parks & Associates, P.C. 401(k) Plan · Sponsored by Jan K. Parks & Associates, P.C. · Montana · Professional & Technical Services

$642K in assets, 2 participants

Jan K. Parks & Associates, P.C.'s Jan K. Parks & Associates, P.C. 401(k) Plan reported $642K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,041 in Professional & Technical Services (20,321 peers)

Jan K. Parks & Associates, P.C. multi-year trail

Jan K. Parks & Associates, P.C.'s plans moved +50.4% in assets from 2022 to 2024; this filing shows Jan K. Parks & Associates, P.C. 401(k) Plan at $642K / 2 participants.

#3,041
in Professional & Technical Services (20,321 peers)
+24.4%
assets growth YoY

Jan K. Parks & Associates, P.C. 401(k) Plan among the smaller filed plans by assets

Jan K. Parks & Associates, P.C. 401(k) Plan vs every filed plan by assets

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

$642,084 20th percentile higher than 20% 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

Jan K. Parks & Associates, P.C. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jan K. Parks & Associates, P.C. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jan K. Parks & Associates, P.C. 401(k) Plan reported net income rose from -$106K in the plan year 2022 filing to $126K in the plan year 2023 filing.
  • Jan K. Parks & Associates, P.C. 401(k) Plan end-of-year assets rose from $516K in the plan year 2022 filing to $642K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810510096 · Jan K. Parks & Associates, P.C. PY 2023 · 401(k)

Jan K. Parks & Associates, P.C. 401(k) Plan · $642K · 2 · 20th

  • BOOK $642K
  • BOOK 2
  • BOOK 20th
  • BOOK 401(k)
  • BOOK near J&c Bruck Corp. 401(k) Profit Sharing Plan
  • BOOK ind #3041

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 Montana →

Jan K. Parks & Associates, P.C. 401(k) Plan in the asset neighbourhood

Jan K. Parks & Associates, P.C. 401(k) PlanJan K. Parks & Associates, P…$642KJ&c Bruck Corp. 401(k) Profit Sharing PlanJ&c Bruck Corp. 401(k) Profi…$642KBbom, Inc. 401(k) Profit Sharing PlanBbom, Inc. 401(k) Profit Sha…$642KThe Titan Plan$642KLsq Manufacturing, Inc. 401(k) PlanLsq Manufacturing, Inc. 401(…$642K
End-of-year total assets ($M) among Jan K. Parks & Associates, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jan K. Parks & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jan K. Parks & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$777K 50.43343839169658% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.52M $0.78M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $516K
2023 1 2 $642K
2024 1 2 $777K

Jan K. Parks & Associates, P.C. filing trail (2023)

Total Assets (Beginning of Year)$516K
Net Assets (End of Year)$642K
Net Income$126K
Employer EIN810510096
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Jan K. Parks & Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Jan K. Parks & Associates, P.C. 401(k) Plan, Total assets ($M): 0.642084 · Participants: 2Jan K. Parks & Associates, P.C. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Jan K. Parks & Associates, P.C. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Jan K. Parks & Associates, P.C. 401(k) Plan side-by-side with 3 peers →

Jan K. Parks & Associates, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is J&c Bruck Corp. 401(k) Profit Sharing Plan in GA ($642K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($642K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jan K. Parks & Associates, P.C. 401(k) Plan assets move in 2023? ▼
Jan K. Parks & Associates, P.C. 401(k) Plan grew sharply - up 24.4% during 2023, from $516K to $642K. Reported net income was $126K.
How have Jan K. Parks & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jan K. Parks & Associates, P.C.'s sponsor-wide assets grew 50.4%, from $516K to $777K.
Where does Jan K. Parks & Associates, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jan K. Parks & Associates, P.C. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jan K. Parks & Associates, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J&c Bruck Corp. 401(k) Profit Sharing Plan in GA ($642K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jan K. Parks & Associates, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 810510096.

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.