401(k) · DOL Form 5500 · 2024
Kirk Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $863,200
- Avg per participant High balance/head
Official DOL plan name: Kirk Associates Retirement Plan · Sponsored by Kirk Associates, LLC · Arizona · Professional & Technical Services
$4M in assets, 5 participants
Kirk Associates, LLC's Kirk Associates Retirement Plan reported $4M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #7,414 in Professional & Technical Services (20,173 peers)
Kirk Associates, LLC multi-year trail
Kirk Associates, LLC's plans moved +69.9% in assets from 2022 to 2024; this filing shows Kirk Associates Retirement Plan at $4M / 5 participants.
- #7,414
- in Professional & Technical Services (20,173 peers)
- +26.6%
- assets growth YoY
Kirk Associates Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Kirk Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,315,998 39th percentile higher than 39% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kirk Associates Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirk Associates Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kirk Associates Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 383405941 · Kirk Associates, LLC PY 2024 · 401(k)
Kirk Associates Retirement Plan · $4M · 5 · 39th
- BOOK $4M
- VS-ST 5
- BOY 39th
- SCH 401(k)
- EBSA near Medbridge 401(k) Plan
- PART ind #7414
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 →
Kirk Associates Retirement Plan in the asset neighbourhood
Kirk Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Kirk Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 69.90773564769087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 5 | $4M |
Kirk Associates, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $908K |
| Employer EIN | 383405941 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Kirk Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Medbridge 401(k) Plan in CA ($4M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Medbridge 401(k) Plan (CA) $4M · 197
- Allcable 401(k) Plan (CO) $4M · 51
- Autocatalyst Recycling Corp. 401(k) Plan (MI) $4M · 10
- Welch Capital Partners, LLC 401(k) Profit Sharing Plan (NY) $4M · 3
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.