Defined Benefit (Pension) · DOL Form 5500 · 2022

Arthur Gary Katz Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Arthur Gary Katz Cash Balance Plan · Sponsored by Arthur Gary Katz · New Jersey · Finance & Insurance

$1M in assets, 1 participants

Arthur Gary Katz's Arthur Gary Katz Cash Balance Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,612 in Finance & Insurance (9,261 peers)

Arthur Gary Katz multi-year trail

Arthur Gary Katz's plans moved +98.1% in assets from 2022 to 2024; this filing shows Arthur Gary Katz Cash Balance Plan at $1M / 1 participant.

#1,612
in Finance & Insurance (9,261 peers)
+20.9%
assets growth YoY

Arthur Gary Katz Cash Balance Plan among the smaller filed plans by assets

Arthur Gary Katz Cash Balance Plan vs every filed plan by assets

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

$1,126,693 26th percentile higher than 26% 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

Arthur Gary Katz Cash Balance 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. Arthur Gary Katz Cash Balance Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 270657958 · Arthur Gary Katz PY 2022 · Defined Benefit (Pension)

Arthur Gary Katz Cash Balance Plan · $1M · 1 · 26th

  • BOY $1M
  • BOY 1
  • BOY 26th
  • BOY Defined Benefit (Pension)
  • BOY near Patricia a Trainor Phd PC Defined Benefit Pension Plan
  • BOY ind #1612

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Arthur Gary Katz Cash Balance Plan in the asset neighbourhood

Arthur Gary Katz Cash Balance PlanArthur Gary Katz Cash Balanc…$1MPatricia a Trainor Phd PC Defined Benefit Pension PlanPatricia a Trainor Phd PC De…$1MGarrett Consulting Cash Balance Plan and TrustGarrett Consulting Cash Bala…$1ML.a. Vein Center Defined Benefit PlanL.a. Vein Center Defined Ben…$1MVignon Corporation Defined Benefit PlanVignon Corporation Defined B…$1M
End-of-year total assets ($M) among Arthur Gary Katz Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arthur Gary Katz multi-year asset trail

Sponsor-wide plan assets over time

All Arthur Gary Katz plans reported in each filing year

Latest sponsor-wide plan assets
$2M 98.0593648846669% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.13M $2.23M ▲ +97.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 2 $2M
2024 1 2 $2M

Arthur Gary Katz filing trail (2022)

Total Assets (Beginning of Year)$932K
Net Assets (End of Year)$1M
Net Income$195K
Employer EIN270657958
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Arthur Gary Katz Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Arthur Gary Katz Cash Balance Plan, Total assets ($B): 0.001126693 · Participants: 1Arthur Gary Katz Cash Balance PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Arthur Gary Katz Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Arthur Gary Katz Cash Balance Plan side-by-side with 3 peers →

Arthur Gary Katz Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Patricia a Trainor Phd PC Defined Benefit Pension Plan in NY ($1M); by covered participants it is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant). 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 Arthur Gary Katz Cash Balance Plan assets move in 2022? ▼
Arthur Gary Katz Cash Balance Plan grew sharply - up 20.9% during 2022, from $932K to $1M. Reported net income was $195K.
How have Arthur Gary Katz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arthur Gary Katz's sponsor-wide assets grew 98.1%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Arthur Gary Katz Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Patricia a Trainor Phd PC Defined Benefit Pension Plan in NY ($1M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Arthur Gary Katz Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant, $3M 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 270657958.

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.