401(k) · DOL Form 5500 · 2022
Law Office of Jeffrey Katz 401(k) Plan
Data updated 2026-08-25
- $161K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $80,590
- Avg per participant Below avg balance/head
Official DOL plan name: Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) · Sponsored by Law Office of Jeffrey Katz · Arizona · Professional & Technical Services
$161K in assets, 2 participants
Law Office of Jeffrey Katz's Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) reported $161K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,646 in Professional & Technical Services (21,562 peers)
2022 asset change
Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) surged 40.7% in 2022 ($115K → $161K) for 2 participants.
- #1,646
- in Professional & Technical Services (21,562 peers)
- +40.7%
- assets growth YoY
Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) among the smaller filed plans by assets
Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$161,179 9th percentile higher than 9% 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
Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 860710053 · Law Office of Jeffrey Katz PY 2022 · 401(k)
Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) · $161K · 2 · 9th
- TYPE $161K
- NET 2
- BOOK 9th
- VS-ST 401(k)
- BOY near Midstates Builders, Inc. 401(k) Profit Sharing Plan
- SCH ind #1646
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 Arizona →
Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) in the asset neighbourhood
Law Office of Jeffrey Katz years around the 2022 move
Sponsor-wide plan assets over time
All Law Office of Jeffrey Katz plans reported in each filing year
- Latest sponsor-wide plan assets
- $161K 0.1600704806457417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $161K |
| 2023 | 1 | 2 | $161K |
| 2024 | 1 | 2 | $161K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $115K |
|---|---|
| Net Assets (End of Year) | $161K |
| Net Income | $47K |
| Employer EIN | 860710053 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Law Office of Jeffrey Katz 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated)'s out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Midstates Builders, Inc. 401(k) Profit Sharing Plan in IA ($161K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($161K here).
- Midstates Builders, Inc. 401(k) Profit Sharing Plan (IA) $161K · 14
- Sha-K Inc. 401(k) Plan (IN) $161K · 2
- Kidd International Home Care, Inc 401(k) Plan (MD) $161K · 193
- Nummywade, Inc. 401(k) Profit Sharing Plan (TX) $161K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 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.