401(k) · DOL Form 5500 · 2024
Humphrey & Petersen PC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement · Sponsored by Humphrey & Petersen PC · Arizona · Professional & Technical Services
$6M in assets, 6 participants
Humphrey & Petersen PC's Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,938 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement holds $6M for 6 participants - about $1.1M per participant, in the lower half of filed plans by assets.
- #8,938
- in Professional & Technical Services (20,173 peers)
- +1.9%
- assets growth YoY
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement's mid-pack asset rank among Professional & Technical Services and all filers
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,322,131 46th percentile higher than 46% 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
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement reported net income fell from $407K in the plan year 2023 filing to $120K in the plan year 2024 filing.
- Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 861011764 · Humphrey & Petersen PC PY 2024 · 401(k)
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement · $6M · 6 · 46th
- PART $6M
- PART 6
- PART 46th
- PART 401(k)
- PART near Ume Dental Growth, LLC 401(k) Plan
- PART ind #8938
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 →
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $120K |
| Employer EIN | 861011764 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Humphrey & Petersen PC)
Sponsor-wide plan assets over time
All Humphrey & Petersen PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.102388278069684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $6M |
| 2023 | 1 | 6 | $6M |
| 2024 | 1 | 6 | $6M |
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
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Ume Dental Growth, LLC 401(k) Plan in ID ($6M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.