401(k) · DOL Form 5500 · 2022
Kovler Family Foundation Retirement Plan 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $609,462
- Avg per participant High balance/head
Official DOL plan name: Kovler Family Foundation Retirement Plan · Sponsored by Kovler Family Foundation Retirement Plan · Illinois · Other Services
$4M in assets, 7 participants
Kovler Family Foundation Retirement Plan's Kovler Family Foundation Retirement Plan reported $4M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #5,641 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Kovler Family Foundation Retirement Plan ranks #5,641 of 8,398 2022 filers by assets (470% of the sector average)-$4M for 7 participants.
- #5,641
- in Other Services (8,398 peers)
- -19.3%
- 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.
Kovler Family Foundation Retirement Plan's mid-pack asset rank among Other Services and all filers
Kovler Family Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,266,231 47th percentile higher than 47% 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
Kovler Family Foundation 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. Kovler Family Foundation Retirement Plan is a micro filing (7 participants), the leftmost band.
Published 5500 schedule card
Filing strip 815091029 · Kovler Family Foundation Retirement Plan PY 2022 · 401(k)
Kovler Family Foundation Retirement Plan · $4M · 7 · 47th
- EOY $4M
- EOY 7
- EOY 47th
- EOY 401(k)
- EOY near Aviation Security Management, LLC 401(k) Plan
- EOY ind #5641
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 Other Services retirement plans → · Plans in Illinois →
Kovler Family Foundation Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 815091029 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kovler Family Foundation Retirement Plan)
Sponsor-wide plan assets over time
All Kovler Family Foundation Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.234442766929405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $4M |
| 2023 | 1 | 7 | $5M |
| 2024 | 1 | 7 | $5M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Kovler Family Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Aviation Security Management, LLC 401(k) Plan in VA ($4M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.