401(k) · DOL Form 5500 · 2023

Mize Cpas, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
273
Participants Below avg headcount
80th
Percentile by assets National rank
$120,479
Avg per participant Near avg balance/head
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Official DOL plan name: Mize Cpas, Inc. 401(k) Plan · Sponsored by Mize Cpas, Inc. · Kansas · Professional & Technical Services

$33M in assets, 273 participants

Mize Cpas, Inc.'s Mize Cpas, Inc. 401(k) Plan reported $33M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,470 in Professional & Technical Services (20,321 peers)

Where Mize Cpas, Inc. 401(k) Plan sits by assets

Mize Cpas, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 273 participants (~$120,479/participant), up 13.0% in 2023.

#16,470
in Professional & Technical Services (20,321 peers)
+13.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mize Cpas, Inc. 401(k) Plan's outsized position by total assets

Mize Cpas, Inc. 401(k) Plan vs every filed plan by assets

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

$32,890,858 Top 20% higher than 80% 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

Mize Cpas, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mize Cpas, Inc. 401(k) Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mize Cpas, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mize Cpas, Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Mize Cpas, Inc. 401(k) Plan reported participants rose from 243 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 480882363 · Mize Cpas, Inc. PY 2023 · 401(k)

Mize Cpas, Inc. 401(k) Plan · $33M · 273 · 80th

  • EIN $33M
  • EIN 273
  • EIN 80th
  • EIN 401(k)
  • EIN near Parish Management Consultants Salary Savings Plan
  • EIN ind #16470

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 Kansas →

Mize Cpas, Inc. 401(k) Plan in the asset neighbourhood

Lombart Brothers, Inc. 401(k) Profit Sharing PlanLombart Brothers, Inc. 401(k…$33MMize Cpas, Inc. 401(k) Plan$33MParish Management Consultants Salary Savings PlanParish Management Consultant…$33MSibcy Cline, Inc. and Affiliated Companies 401(k) Profit Sharing PlanSibcy Cline, Inc. and Affili…$33MForms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustForms & Surfaces Inc. 401(k)…$33M
End-of-year total assets ($M) among Mize Cpas, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN480882363
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mize Cpas, Inc.)

Sponsor-wide plan assets over time

All Mize Cpas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 24.879691413189075% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.1M $36.4M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 243 $29M
2023 1 273 $33M
2024 1 290 $36M

Nearby 401(k) Plans in Kansas

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

Mize Cpas, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mize Cpas, Inc. 401(k) Plan, Total assets ($B): 0.032890858 · Participants: 273Mize Cpas, Inc. 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Mize Cpas, Inc. 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Mize Cpas, Inc. 401(k) Plan side-by-side with 3 peers →

Mize Cpas, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Parish Management Consultants Salary Savings Plan in LA ($33M); by covered participants it is Sunshine Development School, Inc. 401(k) Plan in NY (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Mize Cpas, Inc. 401(k) Plan assets move in 2023? ▼
Mize Cpas, Inc. 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $29M to $33M. Reported net income was $4M.
How have Mize Cpas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mize Cpas, Inc.'s sponsor-wide assets grew 24.9%, from $29M to $36M.
Where does Mize Cpas, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mize Cpas, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mize Cpas, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parish Management Consultants Salary Savings Plan in LA ($33M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Mize Cpas, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunshine Development School, Inc. 401(k) Plan in NY (273 participants, $10M 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 480882363.

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.