401(k) · DOL Form 5500 · 2023

Degraff, Foy & Kunz, LLP. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$155,078
Avg per participant Above avg balance/head
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Official DOL plan name: Degraff, Foy & Kunz Profit Sharing Plan and Trust · Sponsored by Degraff, Foy & Kunz, LLP. · New York · Professional & Technical Services

$1M in assets, 8 participants

Degraff, Foy & Kunz, LLP.'s Degraff, Foy & Kunz Profit Sharing Plan and Trust reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,256 in Professional & Technical Services (20,321 peers)

Degraff, Foy & Kunz, LLP. multi-year trail

Degraff, Foy & Kunz, LLP.'s plans moved +37.4% in assets from 2022 to 2024; this filing shows Degraff, Foy & Kunz Profit Sharing Plan and Trust at $1M / 8 participants.

#4,256
in Professional & Technical Services (20,321 peers)
+20.3%
assets growth YoY

Degraff, Foy & Kunz Profit Sharing Plan and Trust among the smaller filed plans by assets

Degraff, Foy & Kunz Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,240,625 26th percentile higher than 26% 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

Degraff, Foy & Kunz Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Degraff, Foy & Kunz Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Degraff, Foy & Kunz Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $210K in the plan year 2023 filing.
  • Degraff, Foy & Kunz Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Degraff, Foy & Kunz Profit Sharing Plan and Trust reported participants fell from 10 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141405382 · Degraff, Foy & Kunz, LLP. PY 2023 · 401(k)

Degraff, Foy & Kunz Profit Sharing Plan and Trust · $1M · 8 · 26th

  • RANK $1M
  • PHOTO 8
  • IND 26th
  • EOY 401(k)
  • 5500 near Maililybelle Company, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #4256

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 New York →

Degraff, Foy & Kunz Profit Sharing Plan and Trust in the asset neighbourhood

Degraff, Foy & Kunz Profit Sharing Plan and TrustDegraff, Foy & Kunz Profit S…$1MMaililybelle Company, Inc. 401(k) Profit Sharing PlanMaililybelle Company, Inc. 4…$1MGeneral Linen Supply Company Employees' 401(k) and Profit Sharing PlanGeneral Linen Supply Company…$1MMee Hawkins Greenhaw & Cotner, Pllp 401(k) Profit Sharing PlanMee Hawkins Greenhaw & Cotne…$1ML. N. Bross Company E401(k)$1M
End-of-year total assets ($M) among Degraff, Foy & Kunz Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Degraff, Foy & Kunz, LLP. multi-year asset trail

Sponsor-wide plan assets over time

All Degraff, Foy & Kunz, LLP. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.37119077297662% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.03M $1.42M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 10 $1M
2023 1 8 $1M
2024 1 7 $1M

Degraff, Foy & Kunz, LLP. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$210K
Employer EIN141405382
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Degraff, Foy & Kunz Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Degraff, Foy & Kunz Profit Sharing Plan and Trust, Total assets ($B): 0.001240625 · Participants: 8Degraff, Foy & Kunz Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Degraff, Foy & Kunz Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Degraff, Foy & Kunz Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Maililybelle Company, Inc. 401(k) Profit Sharing Plan in TX ($1M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

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 Degraff, Foy & Kunz Profit Sharing Plan and Trust assets move in 2023?
Degraff, Foy & Kunz Profit Sharing Plan and Trust grew sharply - up 20.3% during 2023, from $1M to $1M. Reported net income was $210K.
How have Degraff, Foy & Kunz, LLP. plan assets changed over time?
Across 3 plan years on file (2022-2024), Degraff, Foy & Kunz, LLP.'s sponsor-wide assets grew 37.4%, from $1M to $1M.
Which 401(k) plans are similar in size to Degraff, Foy & Kunz Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Maililybelle Company, Inc. 401(k) Profit Sharing Plan in TX ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Degraff, Foy & Kunz Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).