401(k) · DOL Form 5500 · 2023

Kerry L. Plante Cpa PC 401(k) Plan

Data updated 2026-08-25

$487K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$162,493
Avg per participant Above avg balance/head
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Official DOL plan name: Kerry L Plante Cpa PC 401(k) · Sponsored by Kerry L. Plante Cpa PC · Massachusetts · Professional & Technical Services

$487K in assets, 3 participants

Kerry L. Plante Cpa PC's Kerry L Plante Cpa PC 401(k) reported $487K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,699 in Professional & Technical Services (20,321 peers)

Kerry L. Plante Cpa PC multi-year trail

Kerry L. Plante Cpa PC's plans moved +57.0% in assets from 2022 to 2024; this filing shows Kerry L Plante Cpa PC 401(k) at $487K / 3 participants.

#2,699
in Professional & Technical Services (20,321 peers)
+27.9%
assets growth YoY

Kerry L Plante Cpa PC 401(k) among the smaller filed plans by assets

Kerry L Plante Cpa PC 401(k) vs every filed plan by assets

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

$487,479 18th percentile higher than 18% 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

Kerry L Plante Cpa PC 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kerry L Plante Cpa PC 401(k) is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kerry L Plante Cpa PC 401(k) reported net income rose from -$21K in the plan year 2022 filing to $106K in the plan year 2023 filing.
  • Kerry L Plante Cpa PC 401(k) reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Kerry L Plante Cpa PC 401(k) end-of-year assets rose from $381K in the plan year 2022 filing to $487K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 862609137 · Kerry L. Plante Cpa PC PY 2023 · 401(k)

Kerry L Plante Cpa PC 401(k) · $487K · 3 · 18th

  • PCT $487K
  • EIN 3
  • RANK 18th
  • PHOTO 401(k)
  • IND near Sws Electronics Inc Profit Sharing Plan & Trust Agreement
  • EOY ind #2699

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 Massachusetts →

Kerry L Plante Cpa PC 401(k) in the asset neighbourhood

Kerry L Plante Cpa PC 401(k)$487KSws Electronics Inc Profit Sharing Plan & Trust AgreementSws Electronics Inc Profit S…$487KFor His Glory Enterprises Inc 401(k) PlanFor His Glory Enterprises In…$487KCraig R Mundy Dds Inc 401(k) Profit Sharing Plan & TrustCraig R Mundy Dds Inc 401(k)…$488KParade Enterprises LLC, 401(k) PlanParade Enterprises LLC, 401(…$487K
End-of-year total assets ($M) among Kerry L Plante Cpa PC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kerry L. Plante Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Kerry L. Plante Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$598K 57.02524222937607% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.38M $0.6M ▲ +57.9%
Year Plans Participants Total Assets
2022 1 1 $381K
2023 1 3 $487K
2024 1 3 $598K

Kerry L. Plante Cpa PC filing trail (2023)

Total Assets (Beginning of Year)$381K
Net Assets (End of Year)$487K
Net Income$106K
Employer EIN862609137
Plan Effective Date2021-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Kerry L Plante Cpa PC 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Kerry L Plante Cpa PC 401(k), Total assets ($B): 0.000487479 · Participants: 3Kerry L Plante Cpa PC 401(k)Fidelity 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
Kerry L Plante Cpa PC 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Kerry L Plante Cpa PC 401(k) side-by-side with 3 peers →

Kerry L Plante Cpa PC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sws Electronics Inc Profit Sharing Plan & Trust Agreement in AZ ($487K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (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 Kerry L Plante Cpa PC 401(k) assets move in 2023? ▼
Kerry L Plante Cpa PC 401(k) grew sharply - up 27.9% during 2023, from $381K to $487K. Reported net income was $106K.
How have Kerry L. Plante Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerry L. Plante Cpa PC's sponsor-wide assets grew 57.0%, from $381K to $598K.
Where does Kerry L Plante Cpa PC 401(k) rank by assets among Form 5500 filers? ▼
Kerry L Plante Cpa PC 401(k) ranks in the 18th 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 Kerry L Plante Cpa PC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Sws Electronics Inc Profit Sharing Plan & Trust Agreement in AZ ($487K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Kerry L Plante Cpa PC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 862609137.

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.