401(k) · DOL Form 5500 · 2023

Drs Kurtz and Kurtz Dds PC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
18
Participants Small participant base
49th
Percentile by assets National rank
$359,920
Avg per participant High balance/head
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Official DOL plan name: Drs Kurtz and Kurtz Dds PC Profit Sharing Plan · Sponsored by Drs Kurtz and Kurtz Dds PC · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 18 participants

Drs Kurtz and Kurtz Dds PC's Drs Kurtz and Kurtz Dds PC Profit Sharing Plan reported $6M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,648 in Healthcare & Social Assistance (17,684 peers)

Drs Kurtz and Kurtz Dds PC multi-year trail

Drs Kurtz and Kurtz Dds PC's plans moved +39.6% in assets from 2022 to 2024; this filing shows Drs Kurtz and Kurtz Dds PC Profit Sharing Plan at $6M / 18 participants.

#9,648
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY

Drs Kurtz and Kurtz Dds PC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Drs Kurtz and Kurtz Dds PC Profit Sharing Plan vs every filed plan by assets

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

$6,478,555 49th percentile higher than 49% 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

Drs Kurtz and Kurtz Dds PC Profit Sharing 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. Drs Kurtz and Kurtz Dds PC Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Drs Kurtz and Kurtz Dds PC Profit Sharing Plan reported net income rose from -$763K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Drs Kurtz and Kurtz Dds PC Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Drs Kurtz and Kurtz Dds PC Profit Sharing Plan reported participants fell from 21 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251630283 · Drs Kurtz and Kurtz Dds PC PY 2023 · 401(k)

Drs Kurtz and Kurtz Dds PC Profit Sharing Plan · $6M · 18 · 49th

  • SCH $6M
  • EBSA 18
  • PART 49th
  • TYPE 401(k)
  • NET near Defined Logic 401(k) Plan
  • BOOK ind #9648

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 Pennsylvania →

Drs Kurtz and Kurtz Dds PC Profit Sharing Plan in the asset neighbourhood

Drs Kurtz and Kurtz Dds PC Profit Sharing PlanDrs Kurtz and Kurtz Dds PC P…$6MDefined Logic 401(k) Plan$6MPiper Fire Protection, LLC 401(k) Plan & TrustPiper Fire Protection, LLC 4…$6MLaurel Ag and Water 401(k) PlanLaurel Ag and Water 401(k) P…$6MIne Thomas Electronics, Inc. 401(k) Savings PlanIne Thomas Electronics, Inc.…$6M
End-of-year total assets ($M) among Drs Kurtz and Kurtz Dds PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Drs Kurtz and Kurtz Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Drs Kurtz and Kurtz Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 39.645111726431935% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.37M $7.5M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 18 $6M
2024 1 17 $7M

Drs Kurtz and Kurtz Dds PC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN251630283
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Drs Kurtz and Kurtz Dds PC Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Drs Kurtz and Kurtz Dds PC Profit Sharing Plan, Total assets ($B): 0.006478555 · Participants: 18Drs Kurtz and Kurtz Dds PC Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Drs Kurtz and Kurtz Dds PC Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Drs Kurtz and Kurtz Dds PC Profit Sharing Plan side-by-side with 3 peers →

Drs Kurtz and Kurtz Dds PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Defined Logic 401(k) Plan in NJ ($6M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Drs Kurtz and Kurtz Dds PC Profit Sharing Plan assets move in 2023? ▼
Drs Kurtz and Kurtz Dds PC Profit Sharing Plan grew sharply - up 20.7% during 2023, from $5M to $6M. Reported net income was $1M.
How have Drs Kurtz and Kurtz Dds PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs Kurtz and Kurtz Dds PC's sponsor-wide assets grew 39.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Drs Kurtz and Kurtz Dds PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Defined Logic 401(k) Plan in NJ ($6M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Drs Kurtz and Kurtz Dds PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 251630283.

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.