Profit Sharing · DOL Form 5500 · 2022

Bernard Katz Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$699,053
Avg per participant High balance/head
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Official DOL plan name: Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype · Sponsored by Bernard Katz · New York · Professional & Technical Services

$3M in assets, 4 participants

Bernard Katz's Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,820 in Professional & Technical Services (21,562 peers)

Bernard Katz multi-year trail

Bernard Katz's plans moved +30.9% in assets from 2022 to 2024; this filing shows Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype at $3M / 4 participants.

#7,820
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY

The plan reported a net loss of $690K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype's mid-pack asset rank among Professional & Technical Services and all filers

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,796,213 39th percentile higher than 39% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 133739120 · Bernard Katz PY 2022 · Profit Sharing

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype · $3M · 4 · 39th

  • IND $3M
  • IND 4
  • IND 39th
  • IND Profit Sharing
  • IND near Chi Si Choi, M.D., P.a. Profit Sharing Plan
  • IND ind #7820

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 New York →

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype in the asset neighbourhood

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-PrototypeBernard Katz & Co PC Profit …$3MChi Si Choi, M.D., P.a. Profit Sharing PlanChi Si Choi, M.D., P.a. Prof…$3MJohn H. Akerblom & Sons Inc. Profit Sharing PlanJohn H. Akerblom & Sons Inc.…$3MWheeler Technologies, Inc. Profit Sharing PlanWheeler Technologies, Inc. P…$3MTimco Employee Profit Sharing Plan and TrustTimco Employee Profit Sharin…$3M
End-of-year total assets ($M) among Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Bernard Katz multi-year asset trail

Sponsor-wide plan assets over time

All Bernard Katz plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.86360016207635% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.8M $3.66M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $4M

Bernard Katz filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$690K
Employer EIN133739120
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype, Total assets ($B): 0.002796213 · Participants: 4Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-PrototypeAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype side-by-side with 3 peers →

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Chi Si Choi, M.D., P.a. Profit Sharing Plan in TX ($3M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype assets move in 2022? ▼
Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype declined sharply - down 19.8% during 2022, from $3M to $3M. Reported net income was -$690K.
How have Bernard Katz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard Katz's sponsor-wide assets grew 30.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype? ▼
Among Profit Sharing plans in other states, the closest by assets is Chi Si Choi, M.D., P.a. Profit Sharing Plan in TX ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133739120.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.