Profit Sharing · DOL Form 5500 · 2022

Katz, Fram & Co., a Prof Corp. Profit Sharing Plan

Data updated 2026-08-25

$807K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$806,750
Avg per participant High balance/head
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Official DOL plan name: Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan · Sponsored by Katz, Fram & Co., a Prof Corp. · California · Professional & Technical Services

$807K in assets, 1 participants

Katz, Fram & Co., a Prof Corp.'s Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan reported $807K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,102 in Professional & Technical Services (21,562 peers)

Katz, Fram & Co., a Prof Corp. multi-year trail

Katz, Fram & Co., a Prof Corp.'s plans moved +57.3% in assets from 2022 to 2024; this filing shows Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan at $807K / 1 participant.

#4,102
in Professional & Technical Services (21,562 peers)
-22.3%
assets change YoY

The plan reported a net loss of $232K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan among the smaller filed plans by assets

Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$806,750 23rd percentile higher than 23% 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, Fram & Co., a Prof Corp 401(k) Profit Sharing 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. Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 274492778 · Katz, Fram & Co., a Prof Corp. PY 2022 · Profit Sharing

Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan · $807K · 1 · 23rd

  • PCT $807K
  • EIN 1
  • RANK 23rd
  • PHOTO Profit Sharing
  • IND near Underhill Ventures Inc. Retirement Plan
  • EOY ind #4102

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 California →

Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan in the asset neighbourhood

Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing PlanKatz, Fram & Co., a Prof Cor…$807KUnderhill Ventures Inc. Retirement PlanUnderhill Ventures Inc. Reti…$807KSostrin & Sostrin PC Profit Sharing PlanSostrin & Sostrin PC Profit …$806KThe Sherman Agency, Inc. Profit Sharing PlanThe Sherman Agency, Inc. Pro…$806KWilliam Pryor Profit Sharing PlanWilliam Pryor Profit Sharing…$806K
End-of-year total assets ($M) among Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Katz, Fram & Co., a Prof Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Katz, Fram & Co., a Prof Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 57.26210102262163% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.81M $1.27M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 1 $807K
2023 1 1 $987K
2024 1 1 $1M

Katz, Fram & Co., a Prof Corp. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$807K
Net Income-$232K
Employer EIN274492778
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan, Total assets ($B): 0.00080675 · Participants: 1Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan side-by-side with 3 peers →

Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Underhill Ventures Inc. Retirement Plan in MI ($807K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($807K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan assets move in 2022? ▼
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan declined sharply - down 22.3% during 2022, from $1M to $807K. Reported net income was -$232K.
How have Katz, Fram & Co., a Prof Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katz, Fram & Co., a Prof Corp.'s sponsor-wide assets grew 57.3%, from $807K to $1M.
Where does Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Underhill Ventures Inc. Retirement Plan in MI ($807K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 274492778.

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.