401(k) · DOL Form 5500 · 2023

James G. Zupka, Cpa, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
29th
Percentile by assets National rank
$83,906
Avg per participant Below avg balance/head
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Official DOL plan name: James G. Zupka, Cpa, Inc. Retirement Plan · Sponsored by James G. Zupka, Cpa, Inc. · Ohio · Professional & Technical Services

$2M in assets, 20 participants

James G. Zupka, Cpa, Inc.'s James G. Zupka, Cpa, Inc. Retirement Plan reported $2M in total assets and 20 participants 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.

  • #4,897 in Professional & Technical Services (20,321 peers)

James G. Zupka, Cpa, Inc. multi-year trail

James G. Zupka, Cpa, Inc.'s plans moved -38.4% in assets from 2022 to 2024; this filing shows James G. Zupka, Cpa, Inc. Retirement Plan at $2M / 20 participants.

#4,897
in Professional & Technical Services (20,321 peers)
-43.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James G. Zupka, Cpa, Inc. Retirement Plan among the smaller filed plans by assets

James G. Zupka, Cpa, Inc. Retirement Plan vs every filed plan by assets

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

$1,678,115 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

James G. Zupka, Cpa, Inc. Retirement 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. James G. Zupka, Cpa, Inc. Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James G. Zupka, Cpa, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • James G. Zupka, Cpa, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • James G. Zupka, Cpa, Inc. Retirement Plan reported participants fell from 22 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341413003 · James G. Zupka, Cpa, Inc. PY 2023 · 401(k)

James G. Zupka, Cpa, Inc. Retirement Plan · $2M · 20 · 29th

  • PHOTO $2M
  • IND 20
  • EOY 29th
  • 5500 401(k)
  • ASSETS near C & C Concrete 401(k) Plan
  • PCT ind #4897

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 Ohio →

James G. Zupka, Cpa, Inc. Retirement Plan in the asset neighbourhood

James G. Zupka, Cpa, Inc. Retirement PlanJames G. Zupka, Cpa, Inc. Re…$2MC & C Concrete 401(k) Plan$2MArc Construction Co., Inc. 401(k) Profit Sharing PlanArc Construction Co., Inc. 4…$2MPunch Press Products, Inc. 401(k)/Profit Sharing PlanPunch Press Products, Inc. 4…$2MKideeds Inc. 401(k) Plan$2M
End-of-year total assets ($M) among James G. Zupka, Cpa, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James G. Zupka, Cpa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James G. Zupka, Cpa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.40754949417853% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.99M $1.84M ▼ -38.5%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 20 $2M
2024 1 22 $2M

James G. Zupka, Cpa, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN341413003
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

James G. Zupka, Cpa, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants James G. Zupka, Cpa, Inc. Retirement Plan, Total assets ($B): 0.001678115 · Participants: 20James G. Zupka, Cpa, Inc. Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
James G. Zupka, Cpa, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare James G. Zupka, Cpa, Inc. Retirement Plan side-by-side with 3 peers →

James G. Zupka, Cpa, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is C & C Concrete 401(k) Plan in FL ($2M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 James G. Zupka, Cpa, Inc. Retirement Plan assets move in 2023? ▼
James G. Zupka, Cpa, Inc. Retirement Plan contracted severely - down 43.8% during 2023, from $3M to $2M. Reported net income was -$1M.
How have James G. Zupka, Cpa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James G. Zupka, Cpa, Inc.'s sponsor-wide assets declined 38.4%, from $3M to $2M.
Which 401(k) plans are similar in size to James G. Zupka, Cpa, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is C & C Concrete 401(k) Plan in FL ($2M, 189 participants).
Which 401(k) plans cover a similar participant headcount to James G. Zupka, Cpa, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 341413003.

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.