401(k) · DOL Form 5500 · 2023

Appletree & Kern PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$456,926
Avg per participant High balance/head
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Official DOL plan name: Appletree & Kern PC 401(k) Plan · Sponsored by Appletree & Kern PC · Pennsylvania · Professional & Technical Services

$2M in assets, 4 participants

Appletree & Kern PC's Appletree & Kern PC 401(k) Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,111 in Professional & Technical Services (20,321 peers)

Appletree & Kern PC multi-year trail

Appletree & Kern PC's plans moved +28.5% in assets from 2022 to 2024; this filing shows Appletree & Kern PC 401(k) Plan at $2M / 4 participants.

#5,111
in Professional & Technical Services (20,321 peers)
+15.0%
assets growth YoY

Appletree & Kern PC 401(k) Plan among the smaller filed plans by assets

Appletree & Kern PC 401(k) Plan vs every filed plan by assets

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

$1,827,704 29th percentile higher than 29% 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

Appletree & Kern PC 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. Appletree & Kern PC 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appletree & Kern PC 401(k) Plan reported net income rose from $91K in the plan year 2022 filing to $238K in the plan year 2023 filing.
  • Appletree & Kern PC 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Appletree & Kern PC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251449363 · Appletree & Kern PC PY 2023 · 401(k)

Appletree & Kern PC 401(k) Plan · $2M · 4 · 29th

  • 5500 $2M
  • ASSETS 4
  • PCT 29th
  • EIN 401(k)
  • RANK near Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl
  • PHOTO ind #5111

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 Pennsylvania →

Appletree & Kern PC 401(k) Plan in the asset neighbourhood

Appletree & Kern PC 401(k) PlanAppletree & Kern PC 401(k) P…$2MPonca City Orthopaedic Spts Med Emp. Prof. Sh. PlPonca City Orthopaedic Spts …$2MTelecare Corporation Employees of Local 829 Afscme Retirement PlanTelecare Corporation Employe…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2MKenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseKenneth P. Franzese Group Si…$2M
End-of-year total assets ($M) among Appletree & Kern PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Appletree & Kern PC multi-year asset trail

Sponsor-wide plan assets over time

All Appletree & Kern PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.4728931425236% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.59M $2.04M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $2M
2024 1 4 $2M

Appletree & Kern PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$238K
Employer EIN251449363
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Appletree & Kern PC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Appletree & Kern PC 401(k) Plan, Total assets ($B): 0.001827704 · Participants: 4Appletree & Kern PC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Appletree & Kern PC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Appletree & Kern PC 401(k) Plan side-by-side with 3 peers →

Appletree & Kern PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Appletree & Kern PC 401(k) Plan assets move in 2023? ▼
Appletree & Kern PC 401(k) Plan grew at a solid clip - up 15.0% during 2023, from $2M to $2M. Reported net income was $238K.
How have Appletree & Kern PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appletree & Kern PC's sponsor-wide assets grew 28.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Appletree & Kern PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Appletree & Kern PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 251449363.

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.