401(k) · DOL Form 5500 · 2022

Torkildson Katz, a Law Corporation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
28
Participants Small participant base
85th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Torkildson Katz, a Law Corporation-Profit Sharing Plan · Sponsored by Torkildson Katz, a Law Corporation · Hawaii · Professional & Technical Services

$37M in assets, 28 participants

Torkildson Katz, a Law Corporation's Torkildson Katz, a Law Corporation-Profit Sharing Plan reported $37M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,533 in Professional & Technical Services (21,562 peers)

Where Torkildson Katz, a Law Corporation-Profit Sharing Plan sits by assets

Torkildson Katz, a Law Corporation-Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 28 participants (~$1.3M/participant), down 13.6% in 2022.

#18,533
in Professional & Technical Services (21,562 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Torkildson Katz, a Law Corporation-Profit Sharing Plan's outsized position by total assets

Torkildson Katz, a Law Corporation-Profit Sharing Plan vs every filed plan by assets

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

$36,805,220 Top 15% higher than 85% 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

Torkildson Katz, a Law Corporation-Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Torkildson Katz, a Law Corporation-Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 990155867 · Torkildson Katz, a Law Corporation PY 2022 · 401(k)

Torkildson Katz, a Law Corporation-Profit Sharing Plan · $37M · 28 · 85th

  • NET $37M
  • BOOK 28
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Veranex 401(k) Plan
  • EBSA ind #18533

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 Hawaii →

Torkildson Katz, a Law Corporation-Profit Sharing Plan in the asset neighbourhood

Torkildson Katz, a Law Corporation-Profit Sharing PlanTorkildson Katz, a Law Corpo…$37MAccuweather 401(k) Plan$37MThe Gold Medal Products Co. 401(k) Profit Sharing PlanThe Gold Medal Products Co. …$37MFinkelstein & Affiliated Entities 401(k) PlanFinkelstein & Affiliated Ent…$37MVeranex 401(k) Plan$37M
End-of-year total assets ($M) among Torkildson Katz, a Law Corporation-Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$37M
Net Income-$6M
Employer EIN990155867
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Torkildson Katz, a Law Corporation)

Sponsor-wide plan assets over time

All Torkildson Katz, a Law Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 7.2559517372807445% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $36.8M $34.1M ▼ -7.3%
Year Plans Participants Total Assets
2022 1 28 $37M
2023 1 21 $42M
2024 1 25 $34M

Nearby 401(k) Plans in Hawaii

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

Torkildson Katz, a Law Corporation-Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Torkildson Katz, a Law Corporation-Profit Sharing Plan, Total assets ($B): 0.03680522 · Participants: 28Torkildson Katz, a Law Corporation-Profit Sharing PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Torkildson Katz, a Law Corporation-Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Torkildson Katz, a Law Corporation-Profit Sharing Plan side-by-side with 3 peers →

Torkildson Katz, a Law Corporation-Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Veranex 401(k) Plan in MA ($37M); by covered participants it is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Torkildson Katz, a Law Corporation-Profit Sharing Plan assets move in 2022? ▼
Torkildson Katz, a Law Corporation-Profit Sharing Plan pulled back noticeably - down 13.6% during 2022, from $43M to $37M. Reported net income was -$6M.
How have Torkildson Katz, a Law Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Torkildson Katz, a Law Corporation's sponsor-wide assets declined 7.3%, from $37M to $34M.
Where does Torkildson Katz, a Law Corporation-Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Torkildson Katz, a Law Corporation-Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Torkildson Katz, a Law Corporation-Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veranex 401(k) Plan in MA ($37M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Torkildson Katz, a Law Corporation-Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in AL (28 participants, $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 990155867.

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.