401(k) · DOL Form 5500 · 2022

Kenneth P. Franzese Single (K) 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$761,348
Avg per participant High balance/head
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Official DOL plan name: Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese · Sponsored by Kenneth P. Franzese Single (K) · Illinois · Real Estate

$2M in assets, 2 participants

Kenneth P. Franzese Single (K)'s Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,425 in Real Estate (5,057 peers)

Kenneth P. Franzese Single (K) multi-year trail

Kenneth P. Franzese Single (K)'s plans moved +49.7% in assets from 2022 to 2024; this filing shows Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese at $2M / 2 participants.

#2,425
in Real Estate (5,057 peers)
-4.0%
assets change YoY

The plan reported a net loss of $64K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese among the smaller filed plans by assets

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs every filed plan by assets

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

$1,522,695 30th percentile higher than 30% 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

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 353462812 · Kenneth P. Franzese Single (K) PY 2022 · 401(k)

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese · $2M · 2 · 30th

  • VS-ST $2M
  • BOY 2
  • SCH 30th
  • EBSA 401(k)
  • PART near Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust
  • TYPE ind #2425

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 Real Estate retirement plans → · Plans in Illinois →

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese in the asset neighbourhood

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseKenneth P. Franzese Group Si…$2MForrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & TrustForrester, Hart, Belisle & W…$2MSunnyhill, Inc. 401(k) Profit Sharing PlanSunnyhill, Inc. 401(k) Profi…$2MLeonard Transportation Corporation 401(k) Savings PlanLeonard Transportation Corpo…$2MFarmers Cooperative Compress Retirement PlanFarmers Cooperative Compress…$2M
End-of-year total assets ($M) among Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kenneth P. Franzese Single (K) multi-year asset trail

Sponsor-wide plan assets over time

All Kenneth P. Franzese Single (K) plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.67245574458444% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.52M $2.28M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Kenneth P. Franzese Single (K) filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$64K
Employer EIN353462812
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese, Total assets ($B): 0.001522695 · Participants: 2Kenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseState 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
Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs. nearby 401(k) plans in Illinois, assets vs. participants

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust in FL ($2M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

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 Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese assets move in 2022?
Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese edged down modestly - down 4.0% during 2022, from $2M to $2M. Reported net income was -$64K.
How have Kenneth P. Franzese Single (K) plan assets changed over time?
Across 3 plan years on file (2022-2024), Kenneth P. Franzese Single (K)'s sponsor-wide assets grew 49.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese?
Among 401(k) plans in other states, the closest by assets is Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust in FL ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).