Defined Benefit (Pension) · DOL Form 5500 · 2022

Kjzt Family Life Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
52nd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Kjzt Family Life Employees Defined Benefit Pension Plan · Sponsored by Kjzt Family Life · Texas · Finance & Insurance

$5M in assets, 2 participants

Kjzt Family Life's Kjzt Family Life Employees Defined Benefit Pension Plan reported $5M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,388 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Kjzt Family Life Employees Defined Benefit Pension Plan holds $5M for 2 participants - about $2.7M per participant, above the median plan by assets.

#3,388
in Finance & Insurance (9,261 peers)
+1.0%
assets growth YoY

Kjzt Family Life Employees Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Kjzt Family Life Employees Defined Benefit Pension Plan vs every filed plan by assets

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

$5,424,029 Top 48% higher than 52% 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

Kjzt Family Life Employees Defined Benefit Pension 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. Kjzt Family Life Employees Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 740719305 · Kjzt Family Life PY 2022 · Defined Benefit (Pension)

Kjzt Family Life Employees Defined Benefit Pension Plan · $5M · 2 · 52nd

  • BOY $5M
  • BOY 2
  • BOY 52nd
  • BOY Defined Benefit (Pension)
  • BOY near Yang Peter Ma Retirement Plan
  • BOY ind #3388

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 Texas →

Kjzt Family Life Employees Defined Benefit Pension Plan in the asset neighbourhood

Morrell Enterprises, Inc. Defined Benefit Pension PlanMorrell Enterprises, Inc. De…$5MThe University Financing Foundation, Inc. Cash Balance PlanThe University Financing Fou…$5MKjzt Family Life Employees Defined Benefit Pension PlanKjzt Family Life Employees D…$5MYang Peter Ma Retirement Plan$5MCrestline Pension Plan$5M
End-of-year total assets ($M) among Kjzt Family Life Employees Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$55K
Employer EIN740719305
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kjzt Family Life)

Sponsor-wide plan assets over time

All Kjzt Family Life plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.973788119495674% vs 2022
2024 filing year
$5.3M$5.4M$5.5M$5.6M$5.7M$5.8M 202220232024 $5.42M $5.75M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 3 $6M
2024 1 4 $6M

Nearby Defined Benefit (Pension) Plans in Texas

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

Kjzt Family Life Employees Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kjzt Family Life Employees Defined Benefit Pension Plan, Total assets ($B): 0.005424029 · Participants: 2Kjzt Family Life Employees Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Kjzt Family Life Employees Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Kjzt Family Life Employees Defined Benefit Pension Plan side-by-side with 3 peers →

Kjzt Family Life Employees Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Yang Peter Ma Retirement Plan in CA ($5M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Kjzt Family Life Employees Defined Benefit Pension Plan assets move in 2022? ▼
Kjzt Family Life Employees Defined Benefit Pension Plan edged up modestly - up 1.0% during 2022, from $5M to $5M. Reported net income was $55K.
How have Kjzt Family Life plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kjzt Family Life's sponsor-wide assets grew 6.0%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Kjzt Family Life Employees Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yang Peter Ma Retirement Plan in CA ($5M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kjzt Family Life Employees Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 740719305.

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.