Profit Sharing · DOL Form 5500 · 2022
Katky Inc. Profit Sharing Plan
Data updated 2026-08-25
- $926K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $102,907
- Avg per participant Below avg balance/head
Official DOL plan name: Katky Inc. Retirement Plan · Sponsored by Katky Inc. · Ohio · Retail Trade
$926K in assets, 9 participants
Katky Inc.'s Katky Inc. Retirement Plan reported $926K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #3,256 in Retail Trade (9,519 peers)
Katky Inc. multi-year trail
Katky Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Katky Inc. Retirement Plan at $926K / 9 participants.
- #3,256
- in Retail Trade (9,519 peers)
- +54.4%
- assets growth YoY
Katky Inc. Retirement Plan among the smaller filed plans by assets
Katky Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$926,163 24th percentile higher than 24% 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
Katky 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. Katky Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 834409318 · Katky Inc. PY 2022 · Profit Sharing
Katky Inc. Retirement Plan · $926K · 9 · 24th
- BOOK $926K
- BOOK 9
- BOOK 24th
- BOOK Profit Sharing
- BOOK near Copp Incorporated Retirement Plan
- BOOK ind #3256
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 Ohio →
Katky Inc. Retirement Plan in the asset neighbourhood
Katky Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Katky Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 36.11750847313054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $926K |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 6 | $1M |
Katky Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $600K |
|---|---|
| Net Assets (End of Year) | $926K |
| Net Income | $326K |
| Employer EIN | 834409318 |
| Plan Effective Date | 2019-06-06 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Katky Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Copp Incorporated Retirement Plan in IL ($926K); by covered participants it is Laser Imaging Inc. Retirement Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($926K here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Laser Imaging Inc. Retirement Plan (TX) 9 · 0 off
- Spooner & Rotenberger, Inc. Profit Sharing Plan (FL) 9 · 0 off
- Diclaudio & Kramer, LLC Profit Sharing Plan (PA) 9 · 0 off
- Lovelady State Bank Psp (TX) 9 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.