401(k) · DOL Form 5500 · 2023

J.D. Stuart, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$780,929
Avg per participant High balance/head
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Official DOL plan name: J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement · Sponsored by J.D. Stuart, M.D., P.C. · Arizona · Healthcare & Social Assistance

$2M in assets, 3 participants

J.D. Stuart, M.D., P.C.'s J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,633 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement holds $2M for 3 participants - about $780,929 per participant, in the lower half of filed plans by assets.

#5,633
in Healthcare & Social Assistance (17,684 peers)
+0.1%
assets growth YoY

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement among the smaller filed plans by assets

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$2,342,788 32nd percentile higher than 32% 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

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and 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. J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement reported net income rose from -$476K in the plan year 2022 filing to $2K in the plan year 2023 filing.
  • J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement reported participants fell from 7 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680535740 · J.D. Stuart, M.D., P.C. PY 2023 · 401(k)

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement · $2M · 3 · 32nd

  • EBSA $2M
  • PART 3
  • TYPE 32nd
  • NET 401(k)
  • BOOK near Ultra Wheel Company 401(k) Plan
  • VS-ST ind #5633

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement in the asset neighbourhood

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust AgreementJ.D. Stuart, M.D., P.C. 401(…$2MUltra Wheel Company 401(k) PlanUltra Wheel Company 401(k) P…$2MRedwood Community Services, Inc. 401(k) PlanRedwood Community Services, …$2MBest Practices LLC 401(k) PlanBest Practices LLC 401(k) Pl…$2MLingo Manufacturing Co., Inc. 401(k) PlanLingo Manufacturing Co., Inc…$2M
End-of-year total assets ($M) among J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$2K
Employer EIN680535740
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.D. Stuart, M.D., P.C.)

Sponsor-wide plan assets over time

All J.D. Stuart, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.06859782793477825% vs 2022
2023 filing year
$2.34M 20222023 $2.34M $2.34M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 3 $2M

Nearby 401(k) Plans in Arizona

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

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement, Total assets ($B): 0.002342788 · Participants: 3J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust AgreementBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement side-by-side with 3 peers →

J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Ultra Wheel Company 401(k) Plan in CA ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement assets move in 2023? ▼
J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement held essentially flat - up 0.1% during 2023, from $2M to $2M. Reported net income was $2K.
How have J.D. Stuart, M.D., P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), J.D. Stuart, M.D., P.C.'s sponsor-wide assets grew 0.1%, from $2M to $2M.
Which 401(k) plans are similar in size to J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Ultra Wheel Company 401(k) Plan in CA ($2M, 28 participants).
Which 401(k) plans cover a similar participant headcount to J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 680535740.

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.