401(k) · DOL Form 5500 · 2023
Humphrey & Petersen PC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement · Sponsored by Humphrey & Petersen PC · Arizona · Professional & Technical Services
$6M in assets, 6 participants
Humphrey & Petersen PC's Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement reported $6M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,511 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement holds $6M for 6 participants - about $1.0M per participant, in the lower half of filed plans by assets.
- #9,511
- in Professional & Technical Services (20,321 peers)
- +7.0%
- assets growth YoY
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement's mid-pack asset rank among Professional & Technical Services and all filers
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,201,811 48th percentile higher than 48% 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
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement reported net income rose from -$74K in the plan year 2022 filing to $407K in the plan year 2023 filing.
- Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement reported participants fell from 9 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
DOL schedule card
Filing strip 861011764 · Humphrey & Petersen PC PY 2023 · 401(k)
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement · $6M · 6 · 48th
- EOY $6M
- EOY 6
- EOY 48th
- EOY 401(k)
- EOY near Livingston Hearing Centers, Inc. 401(k) Plan
- EOY ind #9511
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 →
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $407K |
| Employer EIN | 861011764 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Humphrey & Petersen PC)
Sponsor-wide plan assets over time
All Humphrey & Petersen PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.102388278069684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $6M |
| 2023 | 1 | 6 | $6M |
| 2024 | 1 | 6 | $6M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Livingston Hearing Centers, Inc. 401(k) Plan in TX ($6M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Livingston Hearing Centers, Inc. 401(k) Plan (TX) $6M · 231
- Jim N Nicks 401(k) Plan (AL) $6M · 922
- Kind Lending LLC 401(k) Plan (CA) $6M · 321
- Rock Creek Property Group, LLC Profit Sharing Plan (MD) $6M · 15
Similar participant headcount
Nearest other-state filings by covered participants (6 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.