401(k) · DOL Form 5500 · 2024
Kirwan Danner & Alvarez, P.a. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $46,905
- Avg per participant Low balance/head
Official DOL plan name: Kirwan Danner & Alvarez, PA 401(k) Plan · Sponsored by Kirwan Danner & Alvarez, P.a. · Florida · Professional & Technical Services
$3M in assets, 64 participants
Kirwan Danner & Alvarez, P.a.'s Kirwan Danner & Alvarez, PA 401(k) Plan reported $3M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #6,164 in Professional & Technical Services (20,173 peers)
Kirwan Danner & Alvarez, P.a. multi-year trail
Kirwan Danner & Alvarez, P.a.'s plans moved -17.6% in assets from 2022 to 2024; this filing shows Kirwan Danner & Alvarez, PA 401(k) Plan at $3M / 64 participants.
- #6,164
- in Professional & Technical Services (20,173 peers)
- -29.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kirwan Danner & Alvarez, PA 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Kirwan Danner & Alvarez, PA 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,001,948 34th percentile higher than 34% 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
Kirwan Danner & Alvarez, PA 401(k) 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. Kirwan Danner & Alvarez, PA 401(k) Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kirwan Danner & Alvarez, PA 401(k) Plan reported net income fell from $622K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Kirwan Danner & Alvarez, PA 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Kirwan Danner & Alvarez, PA 401(k) Plan reported participants fell from 70 in the plan year 2023 filing to 64 in the plan year 2024 filing.
DOL schedule card
Filing strip 331057544 · Kirwan Danner & Alvarez, P.a. PY 2024 · 401(k)
Kirwan Danner & Alvarez, PA 401(k) Plan · $3M · 64 · 34th
- PCT $3M
- EIN 64
- RANK 34th
- PHOTO 401(k)
- IND near Jill Miller & Associates, P.C. Profit Sharing Plan
- EOY ind #6164
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 Florida →
Kirwan Danner & Alvarez, PA 401(k) Plan in the asset neighbourhood
Kirwan Danner & Alvarez, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Kirwan Danner & Alvarez, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 17.628561487694558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $4M |
| 2023 | 1 | 70 | $4M |
| 2024 | 1 | 64 | $3M |
Kirwan Danner & Alvarez, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 331057544 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Kirwan Danner & Alvarez, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Jill Miller & Associates, P.C. Profit Sharing Plan in NY ($3M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (64 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.