Profit Sharing · DOL Form 5500 · 2022
G and J Koz, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $348K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $174,238
- Avg per participant Above avg balance/head
Official DOL plan name: G and J Koz, Inc. Retirement Plan · Sponsored by G and J Koz, Inc. · Pennsylvania · Retail Trade
$348K in assets, 2 participants
G and J Koz, Inc.'s G and J Koz, Inc. Retirement Plan reported $348K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #2,194 in Retail Trade (9,519 peers)
2022 asset change
G and J Koz, Inc. Retirement Plan grew sharply 27.7% in 2022 ($273K → $348K) for 2 participants.
- #2,194
- in Retail Trade (9,519 peers)
- +27.7%
- assets growth YoY
G and J Koz, Inc. Retirement Plan among the smaller filed plans by assets
G and J Koz, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$348,475 15th percentile higher than 15% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
G and J Koz, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G and J Koz, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 461022003 · G and J Koz, Inc. PY 2022 · Profit Sharing
G and J Koz, Inc. Retirement Plan · $348K · 2 · 15th
- PART $348K
- TYPE 2
- NET 15th
- BOOK Profit Sharing
- VS-ST near P Squared Holdings Inc. Retirement Plan
- BOY ind #2194
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 Retail Trade retirement plans → · Plans in Pennsylvania →
G and J Koz, Inc. Retirement Plan in the asset neighbourhood
G and J Koz, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All G and J Koz, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $336K 3.496090106894325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $348K |
| 2023 | 1 | 2 | $290K |
| 2024 | 1 | 2 | $336K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $273K |
|---|---|
| Net Assets (End of Year) | $348K |
| Net Income | $76K |
| Employer EIN | 461022003 |
| Plan Effective Date | 2012-09-20 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
G and J Koz, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is P Squared Holdings Inc. Retirement Plan in NC ($348K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($348K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.