401(k) · DOL Form 5500 · 2023

Kirk Associates, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 5
Participants Small participant base: 38th
Percentile by assets National rank: $681,618
Avg per participant High balance/head

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Official DOL plan name: Kirk Associates Retirement Plan · Sponsored by Kirk Associates, LLC · Arizona · Professional & Technical Services

$3M in assets, 5 participants

Kirk Associates, LLC's Kirk Associates Retirement Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#7,042 in Professional & Technical Services (20,321 peers)

Kirk Associates, LLC multi-year trail

Kirk Associates, LLC's plans moved +69.9% in assets from 2022 to 2024; this filing shows Kirk Associates Retirement Plan at $3M / 5 participants.

#7,042
in Professional & Technical Services (20,321 peers): +34.2%
assets growth YoY

Kirk Associates Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kirk Associates Retirement Plan vs every filed plan by assets

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

$3,408,092 38th percentile higher than 38% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kirk Associates Retirement 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. Kirk Associates Retirement Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Kirk Associates Retirement Plan reported net income rose from -$686K in the plan year 2022 filing to $868K in the plan year 2023 filing.
Kirk Associates Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383405941 · Kirk Associates, LLC PY 2023 · 401(k)

Kirk Associates Retirement Plan · $3M · 5 · 38th

EOY $3M
5500 5
ASSETS 38th
PCT 401(k)
EIN near Pritchett Brothers, Inc. Profit Sharing Plan
RANK ind #7042

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 →

End-of-year total assets ($M) among Kirk Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kirk Associates, LLC multi-year asset trail

Latest sponsor-wide plan assets: $4M 69.90773564769087% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$3M
2023	1	5	$3M
2024	1	5	$4M

Kirk Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$868K
Employer EIN	383405941
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Kirk Associates Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Kirk Associates Retirement Plan side-by-side with 3 peers →

Kirk Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Pritchett Brothers, Inc. Profit Sharing Plan in IN ($3M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Pritchett Brothers, Inc. Profit Sharing Plan (IN) $3M · 23
Millennium Management Inc. 401(k) Profit Sharing Plan & Tru (NY) $3M · 149
Dbia 401(k) Plan (DC) $3M · 24
Portock Bye & Co Profit Sharing Plan (NJ) $3M · 8

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off

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 Kirk Associates Retirement Plan assets move in 2023? ▼

Kirk Associates Retirement Plan surged - up 34.2% during 2023, from $3M to $3M. Reported net income was $868K.

How have Kirk Associates, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kirk Associates, LLC's sponsor-wide assets grew 69.9%, from $3M to $4M.

Which 401(k) plans are similar in size to Kirk Associates Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pritchett Brothers, Inc. Profit Sharing Plan in IN ($3M, 23 participants).

Which 401(k) plans cover a similar participant headcount to Kirk Associates Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 383405941.