401(k) · DOL Form 5500 · 2022

Kogen-Zivin-Friedman Development, Inc 401(k) Plan

Data updated 2026-08-25

$869K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$289,738
Avg per participant High balance/head
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Official DOL plan name: Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan · Sponsored by Kogen-Zivin-Friedman Development, Inc · Illinois · Construction

$869K in assets, 3 participants

Kogen-Zivin-Friedman Development, Inc's Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan reported $869K in total assets and 3 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.

  • #2,077 in Construction (9,927 peers)

Kogen-Zivin-Friedman Development, Inc multi-year trail

Kogen-Zivin-Friedman Development, Inc's plans moved +55.6% in assets from 2022 to 2024; this filing shows Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan at $869K / 3 participants.

#2,077
in Construction (9,927 peers)
-49.7%
assets change YoY

The plan reported a net loss of $859K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan among the smaller filed plans by assets

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan vs every filed plan by assets

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

$869,213 24th percentile higher than 24% 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

Kogen-Zivin-Friedman Development, Inc. Employees Savings 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. Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 363934796 · Kogen-Zivin-Friedman Development, Inc PY 2022 · 401(k)

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan · $869K · 3 · 24th

  • RANK $869K
  • PHOTO 3
  • IND 24th
  • EOY 401(k)
  • 5500 near Matthew B Mcclure, Cpa PLLC 401(k) Psp
  • ASSETS ind #2077

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 Construction retirement plans → · Plans in Illinois →

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan in the asset neighbourhood

Kogen-Zivin-Friedman Development, Inc. Employees Savings PlanKogen-Zivin-Friedman Develop…$869KMatthew B Mcclure, Cpa PLLC 401(k) PspMatthew B Mcclure, Cpa PLLC …$869KGecko's Hospitality Group, LLC 401(k) PlanGecko's Hospitality Group, L…$869KSja, Inc. 401(k) Plan$869KFamily Wellness LLC 401(k) PlanFamily Wellness LLC 401(k) P…$869K
End-of-year total assets ($M) among Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kogen-Zivin-Friedman Development, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Kogen-Zivin-Friedman Development, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 55.62560615177178% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.87M $1.35M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 3 $869K
2023 1 3 $1M
2024 1 3 $1M

Kogen-Zivin-Friedman Development, Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$869K
Net Income-$859K
Employer EIN363934796
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan, Total assets ($B): 0.000869213 · Participants: 3Kogen-Zivin-Friedman Development, Inc. Employees Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan side-by-side with 3 peers →

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Matthew B Mcclure, Cpa PLLC 401(k) Psp in AZ ($869K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($869K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan assets move in 2022? ▼
Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan contracted severely - down 49.7% during 2022, from $2M to $869K. Reported net income was -$859K.
How have Kogen-Zivin-Friedman Development, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kogen-Zivin-Friedman Development, Inc's sponsor-wide assets grew 55.6%, from $869K to $1M.
Where does Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan rank by assets among Form 5500 filers? ▼
Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matthew B Mcclure, Cpa PLLC 401(k) Psp in AZ ($869K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 363934796.

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.