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
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
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.
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, 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
| 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 EIN | 141405382 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.