ESOP · DOL Form 5500 · 2022

Katz & Associates Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
31
Participants Small participant base
32nd
Percentile by assets National rank
$58,859
Avg per participant Low balance/head
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Official DOL plan name: Katz & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Katz & Associates Inc. · California · Professional & Technical Services

$2M in assets, 31 participants

Katz & Associates Inc.'s Katz & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,248 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Katz & Associates, Inc. Employee Stock Ownership Plan holds $2M for 31 participants - about $58,859 per participant, in the lower half of filed plans by assets.

#6,248
in Professional & Technical Services (21,562 peers)
+7.6%
assets growth YoY

Katz & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Katz & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,824,632 32nd percentile higher than 32% 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

Katz & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Katz & Associates, Inc. Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

DOL schedule card

Filing strip 880285918 · Katz & Associates Inc. PY 2022 · ESOP

Katz & Associates, Inc. Employee Stock Ownership Plan · $2M · 31 · 32nd

  • PART $2M
  • TYPE 31
  • NET 32nd
  • BOOK ESOP
  • VS-ST near Kindermusik International, Inc. Employee Stock Ownership Plan
  • BOY ind #6248

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 What is an ESOP? → · Plans in California →

Katz & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kindermusik International, Inc. Employee Stock Ownership PlanKindermusik International, I…$2MKatz & Associates, Inc. Employee Stock Ownership PlanKatz & Associates, Inc. Empl…$2MRobson Forensic Employee Stock Ownership PlanRobson Forensic Employee Sto…$2MViewriver Machine Corporation Employee Stock Ownership PlanViewriver Machine Corporatio…$2MCannata's Employees Profit Sharing and Stock Ownership PlanCannata's Employees Profit S…$2M
End-of-year total assets ($M) among Katz & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$128K
Employer EIN880285918
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katz & Associates Inc.)

Sponsor-wide plan assets over time

All Katz & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $1.82M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 31 $2M
2023 1 31 $2M
2024 1 39 N/A

Nearby ESOP Plans in California

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

Katz & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Katz & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001824632 · Participants: 31Katz & Associates, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Katz & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Katz & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Katz & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kindermusik International, Inc. Employee Stock Ownership Plan in NC ($2M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Katz & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Katz & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.6% during 2022, from $2M to $2M. Reported net income was $128K.
Which ESOP plans are similar in size to Katz & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kindermusik International, Inc. Employee Stock Ownership Plan in NC ($2M, 24 participants).
Which ESOP plans cover a similar participant headcount to Katz & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants, $264K 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 880285918.

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.