401(k) · DOL Form 5500 · 2023

Steven K. Urke, C.P.a., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
35th
Percentile by assets National rank
$306,417
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven K. Urke, C.P.a., P.C. 401(k) Plan · Sponsored by Steven K. Urke, C.P.a., P.C. · Arizona · Professional & Technical Services

$3M in assets, 9 participants

Steven K. Urke, C.P.a., P.C.'s Steven K. Urke, C.P.a., P.C. 401(k) Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,336 in Professional & Technical Services (20,321 peers)

Steven K. Urke, C.P.a., P.C. multi-year trail

Steven K. Urke, C.P.a., P.C.'s plans moved +71.4% in assets from 2022 to 2024; this filing shows Steven K. Urke, C.P.a., P.C. 401(k) Plan at $3M / 9 participants.

#6,336
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY

Steven K. Urke, C.P.a., P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Steven K. Urke, C.P.a., P.C. 401(k) Plan vs every filed plan by assets

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

$2,757,752 35th percentile higher than 35% 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

Steven K. Urke, C.P.a., P.C. 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. Steven K. Urke, C.P.a., P.C. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven K. Urke, C.P.a., P.C. 401(k) Plan reported net income rose from -$240K in the plan year 2022 filing to $554K in the plan year 2023 filing.
  • Steven K. Urke, C.P.a., P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Steven K. Urke, C.P.a., P.C. 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860676510 · Steven K. Urke, C.P.a., P.C. PY 2023 · 401(k)

Steven K. Urke, C.P.a., P.C. 401(k) Plan · $3M · 9 · 35th

  • ASSETS $3M
  • PCT 9
  • EIN 35th
  • RANK 401(k)
  • PHOTO near Krystal Restaurants LLC 401(k) Plan
  • IND ind #6336

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 Arizona →

Steven K. Urke, C.P.a., P.C. 401(k) Plan in the asset neighbourhood

Steven K. Urke, C.P.a., P.C. 401(k) PlanSteven K. Urke, C.P.a., P.C.…$3MKrystal Restaurants LLC 401(k) PlanKrystal Restaurants LLC 401(…$3MSequans Communications Sa 401(k) PlanSequans Communications Sa 40…$3MLou Stafford Insurance Agency, Inc. Amended and Restated Profit Sharing and Employee Savings Benefit PlanLou Stafford Insurance Agenc…$3MConsolidated Networks Corporation 401(k) PlanConsolidated Networks Corpor…$3M
End-of-year total assets ($M) among Steven K. Urke, C.P.a., P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steven K. Urke, C.P.a., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Steven K. Urke, C.P.a., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 71.42615380566902% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.2M $3.78M ▲ +71.8%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 9 $3M
2024 1 9 $4M

Steven K. Urke, C.P.a., P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$554K
Employer EIN860676510
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Steven K. Urke, C.P.a., P.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Steven K. Urke, C.P.a., P.C. 401(k) Plan, Total assets ($B): 0.002757752 · Participants: 9Steven K. Urke, C.P.a., P.C. 401(k) PlanBechtel 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
Steven K. Urke, C.P.a., P.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Steven K. Urke, C.P.a., P.C. 401(k) Plan side-by-side with 3 peers →

Steven K. Urke, C.P.a., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Krystal Restaurants LLC 401(k) Plan in GA ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Steven K. Urke, C.P.a., P.C. 401(k) Plan assets move in 2023? ▼
Steven K. Urke, C.P.a., P.C. 401(k) Plan grew sharply - up 25.1% during 2023, from $2M to $3M. Reported net income was $554K.
How have Steven K. Urke, C.P.a., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven K. Urke, C.P.a., P.C.'s sponsor-wide assets grew 71.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Steven K. Urke, C.P.a., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Krystal Restaurants LLC 401(k) Plan in GA ($3M, 5,987 participants).
Which 401(k) plans cover a similar participant headcount to Steven K. Urke, C.P.a., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 860676510.

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.