401(k) · DOL Form 5500 · 2023

James K. Duerr, Cpa, P.C. 401(k) Plan

Data updated 2026-08-25

$720K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$719,663
Avg per participant High balance/head
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Official DOL plan name: James K. Duerr, Cpa, P.C. 401(k) Plan · Sponsored by James K. Duerr, Cpa, P.C. · Florida · Professional & Technical Services

$720K in assets, 1 participants

James K. Duerr, Cpa, P.C.'s James K. Duerr, Cpa, P.C. 401(k) Plan reported $720K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,246 in Professional & Technical Services (20,321 peers)

James K. Duerr, Cpa, P.C. multi-year trail

James K. Duerr, Cpa, P.C.'s plans moved +21.0% in assets from 2022 to 2024; this filing shows James K. Duerr, Cpa, P.C. 401(k) Plan at $720K / 1 participant.

#3,246
in Professional & Technical Services (20,321 peers)
+12.3%
assets growth YoY

James K. Duerr, Cpa, P.C. 401(k) Plan among the smaller filed plans by assets

James K. Duerr, Cpa, P.C. 401(k) Plan vs every filed plan by assets

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

$719,663 21st percentile higher than 21% 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 K. Duerr, Cpa, P.C. 401(k) 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. James K. Duerr, Cpa, P.C. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James K. Duerr, Cpa, P.C. 401(k) Plan reported net income rose from -$172K in the plan year 2022 filing to $79K in the plan year 2023 filing.
  • James K. Duerr, Cpa, P.C. 401(k) Plan end-of-year assets rose from $641K in the plan year 2022 filing to $720K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113588581 · James K. Duerr, Cpa, P.C. PY 2023 · 401(k)

James K. Duerr, Cpa, P.C. 401(k) Plan · $720K · 1 · 21st

  • PCT $720K
  • PCT 1
  • PCT 21st
  • PCT 401(k)
  • PCT near Ssm 401(k)
  • PCT ind #3246

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 Florida →

James K. Duerr, Cpa, P.C. 401(k) Plan in the asset neighbourhood

James K. Duerr, Cpa, P.C. 401(k) PlanJames K. Duerr, Cpa, P.C. 40…$720KSsm 401(k)$720KBurke Engineering Sales Co. 401(k) Retirement Savings PlanBurke Engineering Sales Co. …$720KWynn-Hoff Air, Inc. 401(k) PlanWynn-Hoff Air, Inc. 401(k) P…$720KMonahans Nipple-Up Service 401(k) Profit Sharing PlanMonahans Nipple-Up Service 4…$720K
End-of-year total assets ($M) among James K. Duerr, Cpa, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James K. Duerr, Cpa, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All James K. Duerr, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$776K 20.983918516323254% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M 202220232024 $0.64M $0.78M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 1 $641K
2023 1 1 $720K
2024 1 2 $776K

James K. Duerr, Cpa, P.C. filing trail (2023)

Total Assets (Beginning of Year)$641K
Net Assets (End of Year)$720K
Net Income$79K
Employer EIN113588581
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

James K. Duerr, Cpa, P.C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants James K. Duerr, Cpa, P.C. 401(k) Plan, Total assets ($B): 0.000719663 · Participants: 1James K. Duerr, Cpa, P.C. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
James K. Duerr, Cpa, P.C. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare James K. Duerr, Cpa, P.C. 401(k) Plan side-by-side with 3 peers →

James K. Duerr, Cpa, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ssm 401(k) in CA ($720K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($720K here).

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 James K. Duerr, Cpa, P.C. 401(k) Plan assets move in 2023? ▼
James K. Duerr, Cpa, P.C. 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $641K to $720K. Reported net income was $79K.
How have James K. Duerr, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James K. Duerr, Cpa, P.C.'s sponsor-wide assets grew 21.0%, from $641K to $776K.
Where does James K. Duerr, Cpa, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
James K. Duerr, Cpa, P.C. 401(k) Plan ranks in the 21st 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 James K. Duerr, Cpa, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ssm 401(k) in CA ($720K, 1 participant).
Which 401(k) plans cover a similar participant headcount to James K. Duerr, Cpa, P.C. 401(k) Plan? ▼
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 113588581.

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.