401(k) · DOL Form 5500 · 2024

James G. Zupka, Cpa, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
29th
Percentile by assets National rank
$83,632
Avg per participant Below avg balance/head
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Official DOL plan name: James G. Zupka, Cpa, Inc. Retirement Plan · Sponsored by James G. Zupka, Cpa, Inc. · Ohio · Professional & Technical Services

$2M in assets, 22 participants

James G. Zupka, Cpa, Inc.'s James G. Zupka, Cpa, Inc. Retirement Plan reported $2M in total assets and 22 participants in its 2024 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.

  • #4,871 in Professional & Technical Services (20,173 peers)

James G. Zupka, Cpa, Inc. multi-year trail

James G. Zupka, Cpa, Inc.'s plans moved -38.4% in assets from 2022 to 2024; this filing shows James G. Zupka, Cpa, Inc. Retirement Plan at $2M / 22 participants.

#4,871
in Professional & Technical Services (20,173 peers)
+9.6%
assets growth YoY

James G. Zupka, Cpa, Inc. Retirement Plan among the smaller filed plans by assets

James G. Zupka, Cpa, Inc. Retirement Plan vs every filed plan by assets

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

$1,839,902 29th percentile higher than 29% 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

James G. Zupka, Cpa, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James G. Zupka, Cpa, Inc. Retirement Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James G. Zupka, Cpa, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to $162K in the plan year 2024 filing.
  • James G. Zupka, Cpa, Inc. Retirement Plan reported participants rose from 20 in the plan year 2023 filing to 22 in the plan year 2024 filing.
  • James G. Zupka, Cpa, Inc. Retirement Plan 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 →

EBSA filing schedule strip

Filing strip 341413003 · James G. Zupka, Cpa, Inc. PY 2024 · 401(k)

James G. Zupka, Cpa, Inc. Retirement Plan · $2M · 22 · 29th

  • PART $2M
  • TYPE 22
  • NET 29th
  • BOOK 401(k)
  • VS-ST near Labmar Ferry Services, LLC 401(k) Retirement Plan
  • BOY ind #4871

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 Ohio →

James G. Zupka, Cpa, Inc. Retirement Plan in the asset neighbourhood

James G. Zupka, Cpa, Inc. Retirement PlanJames G. Zupka, Cpa, Inc. Re…$2MLabmar Ferry Services, LLC 401(k) Retirement PlanLabmar Ferry Services, LLC 4…$2MBeaumac Company, Inc. 401(k) PlanBeaumac Company, Inc. 401(k)…$2MDry Fly Distilling Inc 401(k) PlanDry Fly Distilling Inc 401(k…$2MHcas LLC 401(k) Plan$2M
End-of-year total assets ($M) among James G. Zupka, Cpa, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

James G. Zupka, Cpa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James G. Zupka, Cpa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.40754949417853% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.99M $1.84M ▼ -38.5%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 20 $2M
2024 1 22 $2M

James G. Zupka, Cpa, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$162K
Employer EIN341413003
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

James G. Zupka, Cpa, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants James G. Zupka, Cpa, Inc. Retirement Plan, Total assets ($B): 0.001839902 · Participants: 22James G. Zupka, Cpa, Inc. Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
James G. Zupka, Cpa, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare James G. Zupka, Cpa, Inc. Retirement Plan side-by-side with 3 peers →

James G. Zupka, Cpa, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Labmar Ferry Services, LLC 401(k) Retirement Plan in LA ($2M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 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 (22 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 James G. Zupka, Cpa, Inc. Retirement Plan assets move in 2024? ▼
James G. Zupka, Cpa, Inc. Retirement Plan grew at a solid clip - up 9.6% during 2024, from $2M to $2M. Reported net income was $162K.
How have James G. Zupka, Cpa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James G. Zupka, Cpa, Inc.'s sponsor-wide assets declined 38.4%, from $3M to $2M.
Which 401(k) plans are similar in size to James G. Zupka, Cpa, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Labmar Ferry Services, LLC 401(k) Retirement Plan in LA ($2M, 55 participants).
Which 401(k) plans cover a similar participant headcount to James G. Zupka, Cpa, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 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 341413003.

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.