401(k) · DOL Form 5500 · 2024

Kavita Gupta, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$563,027
Avg per participant High balance/head
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Official DOL plan name: Kavita Gupta, P.C. 401(k) Plan and Trust · Sponsored by Kavita Gupta, P.C. · Illinois · Healthcare & Social Assistance

$2M in assets, 4 participants

Kavita Gupta, P.C.'s Kavita Gupta, P.C. 401(k) Plan and Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,958 in Healthcare & Social Assistance (16,916 peers)

Kavita Gupta, P.C. multi-year trail

Kavita Gupta, P.C.'s plans moved +59.3% in assets from 2022 to 2024; this filing shows Kavita Gupta, P.C. 401(k) Plan and Trust at $2M / 4 participants.

#4,958
in Healthcare & Social Assistance (16,916 peers)
+30.2%
assets growth YoY

Kavita Gupta, P.C. 401(k) Plan and Trust among the smaller filed plans by assets

Kavita Gupta, P.C. 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,252,108 31st percentile higher than 31% of 123,620 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 2024

Kavita Gupta, P.C. 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kavita Gupta, P.C. 401(k) Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kavita Gupta, P.C. 401(k) Plan and Trust reported participants rose from 1 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Kavita Gupta, P.C. 401(k) Plan and Trust reported net income rose from $315K in the plan year 2023 filing to $522K in the plan year 2024 filing.
  • Kavita Gupta, P.C. 401(k) Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364292727 · Kavita Gupta, P.C. PY 2024 · 401(k)

Kavita Gupta, P.C. 401(k) Plan and Trust · $2M · 4 · 31st

  • BOOK $2M
  • VS-ST 4
  • BOY 31st
  • SCH 401(k)
  • EBSA near Kadesh & Associates, LLC 401(k) Plan
  • PART ind #4958

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 Illinois →

Kavita Gupta, P.C. 401(k) Plan and Trust in the asset neighbourhood

Kavita Gupta, P.C. 401(k) Plan and TrustKavita Gupta, P.C. 401(k) Pl…$2MKadesh & Associates, LLC 401(k) PlanKadesh & Associates, LLC 401…$2MMountaineer Fabricators, Inc. 401(k) PlanMountaineer Fabricators, Inc…$2MBlack Rock 401(k) Plan$2MWolf&law, P.C. 401(k) Plan$2M
End-of-year total assets ($M) among Kavita Gupta, P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kavita Gupta, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kavita Gupta, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.25670567985987% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.41M $2.25M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 1 $2M
2024 2 8 $2M

Kavita Gupta, P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$522K
Employer EIN364292727
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kavita Gupta, P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Kavita Gupta, P.C. 401(k) Plan and Trust, Total assets ($B): 0.002252108 · Participants: 4Kavita Gupta, P.C. 401(k) Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Kavita Gupta, P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kavita Gupta, P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Kavita Gupta, P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kadesh & Associates, LLC 401(k) Plan in DC ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 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 (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kavita Gupta, P.C. 401(k) Plan and Trust assets move in 2024? ▼
Kavita Gupta, P.C. 401(k) Plan and Trust surged - up 30.2% during 2024, from $2M to $2M. Reported net income was $522K.
How have Kavita Gupta, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kavita Gupta, P.C.'s sponsor-wide assets grew 59.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Kavita Gupta, P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kadesh & Associates, LLC 401(k) Plan in DC ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Kavita Gupta, P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364292727.

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.