401(k) · DOL Form 5500 · 2023

Kavita Gupta, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Kavita Gupta, P.C. 401(k) Plan and Trust · Sponsored by Kavita Gupta, P.C. · Illinois · Healthcare & Social Assistance

$2M in assets, 1 participants

Kavita Gupta, P.C.'s Kavita Gupta, P.C. 401(k) Plan and Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,709 in Healthcare & Social Assistance (17,684 peers)

Kavita Gupta, P.C. multi-year trail

Kavita Gupta, P.C.'s plans moved +59.3% in assets from 2022 to 2024; this filing shows Kavita Gupta, P.C. 401(k) Plan and Trust at $2M / 1 participant.

#4,709
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY

Kavita Gupta, P.C. 401(k) Plan and Trust among the smaller filed plans by assets

Kavita Gupta, P.C. 401(k) Plan and Trust vs every filed plan by assets

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

$1,729,593 29th percentile higher than 29% 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

Kavita Gupta, P.C. 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kavita Gupta, P.C. 401(k) Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kavita Gupta, P.C. 401(k) Plan and Trust reported net income rose from -$286K in the plan year 2022 filing to $315K in the plan year 2023 filing.
  • Kavita Gupta, P.C. 401(k) Plan and Trust reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Kavita Gupta, P.C. 401(k) Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364292727 · Kavita Gupta, P.C. PY 2023 · 401(k)

Kavita Gupta, P.C. 401(k) Plan and Trust · $2M · 1 · 29th

  • ASSETS $2M
  • PCT 1
  • EIN 29th
  • RANK 401(k)
  • PHOTO near Eastern Roofing Systems, Inc. 401(k) Plan
  • IND ind #4709

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 Illinois →

Kavita Gupta, P.C. 401(k) Plan and Trust in the asset neighbourhood

Kavita Gupta, P.C. 401(k) Plan and TrustKavita Gupta, P.C. 401(k) Pl…$2MEastern Roofing Systems, Inc. 401(k) PlanEastern Roofing Systems, Inc…$2MPotomac College LLC 401(k) PlanPotomac College LLC 401(k) P…$2MMainstay Capital Markets Consultants, Inc. Retirement Savings PlanMainstay Capital Markets Con…$2MCimini & Associates, Inc. 401(k) PlanCimini & Associates, Inc. 40…$2M
End-of-year total assets ($M) among Kavita Gupta, P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kavita Gupta, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kavita Gupta, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.25670567985987% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.41M $2.25M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 1 $2M
2024 2 8 $2M

Kavita Gupta, P.C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$315K
Employer EIN364292727
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kavita Gupta, P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kavita Gupta, P.C. 401(k) Plan and Trust, Total assets ($B): 0.001729593 · Participants: 1Kavita Gupta, P.C. 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Kavita Gupta, P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kavita Gupta, P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Kavita Gupta, P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Eastern Roofing Systems, Inc. 401(k) Plan in PA ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kavita Gupta, P.C. 401(k) Plan and Trust assets move in 2023? ▼
Kavita Gupta, P.C. 401(k) Plan and Trust grew sharply - up 22.3% during 2023, from $1M to $2M. Reported net income was $315K.
How have Kavita Gupta, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kavita Gupta, P.C.'s sponsor-wide assets grew 59.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Kavita Gupta, P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eastern Roofing Systems, Inc. 401(k) Plan in PA ($2M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Kavita Gupta, P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 364292727.

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.