401(k) · DOL Form 5500 · 2022

Jonathan D. Katz, Attorney at Law 401(k) Plan

Data updated 2026-08-25

$170K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$42,539
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust · Sponsored by Jonathan D. Katz, Attorney at Law · New York · Professional & Technical Services

$170K in assets, 4 participants

Jonathan D. Katz, Attorney at Law's Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust reported $170K in total assets and 4 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.

  • #1,706 in Professional & Technical Services (21,562 peers)

2022 asset change

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust surged 36.9% in 2022 ($124K → $170K) for 4 participants.

#1,706
in Professional & Technical Services (21,562 peers)
+36.9%
assets growth YoY

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$170,156 9th percentile higher than 9% 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

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 141754585 · Jonathan D. Katz, Attorney at Law PY 2022 · 401(k)

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust · $170K · 4 · 9th

  • BOY $170K
  • SCH 4
  • EBSA 9th
  • PART 401(k)
  • TYPE near Wadeworks, Inc. 401(k) Plan
  • NET ind #1706

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 →

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and TrustJonathan D. Katz, Attorney a…$170KWadeworks, Inc. 401(k) Plan$170KMacbros Distributors Inc 401(k) Profit Sharing Plan & TrustMacbros Distributors Inc 401…$170KZed Juice Company 401(k) Plan$170KRetirement Income Security Plan-Viva Chicken Holdings, LLCRetirement Income Security P…$170K
End-of-year total assets ($M) among Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$124K
Net Assets (End of Year)$170K
Net Income$46K
Employer EIN141754585
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000170156 · Participants: 4Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wadeworks, Inc. 401(k) Plan in TX ($170K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing 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 Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust surged - up 36.9% during 2022, from $124K to $170K. Reported net income was $46K.
Where does Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust ranks in the 9th 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 Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wadeworks, Inc. 401(k) Plan in TX ($170K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Jonathan D. Katz, Attorney at Law 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing 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 141754585.

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.