401(k) · DOL Form 5500 · 2024

Appletree & Kern PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 4
Participants Small participant base: 30th
Percentile by assets National rank: $510,634
Avg per participant High balance/head

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Official DOL plan name: Appletree & Kern PC 401(k) Plan · Sponsored by Appletree & Kern PC · Pennsylvania · Professional & Technical Services

$2M in assets, 4 participants

Appletree & Kern PC's Appletree & Kern PC 401(k) Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

#5,115 in Professional & Technical Services (20,173 peers)

Appletree & Kern PC multi-year trail

Appletree & Kern PC's plans moved +28.5% in assets from 2022 to 2024; this filing shows Appletree & Kern PC 401(k) Plan at $2M / 4 participants.

#5,115
in Professional & Technical Services (20,173 peers): +11.8%
assets growth YoY

Appletree & Kern PC 401(k) Plan among the smaller filed plans by assets

Appletree & Kern PC 401(k) Plan vs every filed plan by assets

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

$2,042,534 30th percentile higher than 30% 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

Appletree & Kern PC 401(k) 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. Appletree & Kern PC 401(k) Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Appletree & Kern PC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Appletree & Kern PC 401(k) Plan reported net income fell from $238K in the plan year 2023 filing to $215K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251449363 · Appletree & Kern PC PY 2024 · 401(k)

Appletree & Kern PC 401(k) Plan · $2M · 4 · 30th

EBSA $2M
PART 4
TYPE 30th
NET 401(k)
BOOK near Contractors Service Co., Profit Sharing Plan
VS-ST ind #5115

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 Pennsylvania →

End-of-year total assets ($M) among Appletree & Kern PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Appletree & Kern PC multi-year asset trail

Latest sponsor-wide plan assets: $2M 28.4728931425236% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	4	$2M
2024	1	4	$2M

Appletree & Kern PC filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$215K
Employer EIN	251449363
Plan Effective Date	1999-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Appletree & Kern PC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Appletree & Kern PC 401(k) Plan side-by-side with 3 peers →

Appletree & Kern PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Contractors Service Co., Profit Sharing Plan in TX ($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).

Contractors Service Co., Profit Sharing Plan (TX) $2M · 15
Autohaus Automotive Retirement Plan (CA) $2M · 14
Lowenhaupt and Chasnoff, LLC 401(k) Plan (MO) $2M · 9
Olympic Moving & Storage 401(k) Profit Sharing Plan & Trust (WA) $2M · 167

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
Arbuckle Dental 401(k) Plan (UT) 4 · 0 off

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 Appletree & Kern PC 401(k) Plan assets move in 2024? ▼

Appletree & Kern PC 401(k) Plan grew at a solid clip - up 11.8% during 2024, from $2M to $2M. Reported net income was $215K.

How have Appletree & Kern PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Appletree & Kern PC's sponsor-wide assets grew 28.5%, from $2M to $2M.

Which 401(k) plans are similar in size to Appletree & Kern PC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Contractors Service Co., Profit Sharing Plan in TX ($2M, 15 participants).

Which 401(k) plans cover a similar participant headcount to Appletree & Kern PC 401(k) Plan? ▼

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 251449363.