401(k) · DOL Form 5500 · 2022

Katz-Dunn, Inc. 401(k) Plan

Data updated 2026-08-25

$158K
Total assets Small plan by assets
8
Participants Small participant base
9th
Percentile by assets National rank
$19,694
Avg per participant Low balance/head
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Official DOL plan name: Katz-Dunn, Inc. 401(k) Profit Sharing Plan · Sponsored by Katz-Dunn, Inc. · Oregon · Retail Trade

$158K in assets, 8 participants

Katz-Dunn, Inc.'s Katz-Dunn, Inc. 401(k) Profit Sharing Plan reported $158K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,242 in Retail Trade (9,519 peers)

Katz-Dunn, Inc. multi-year trail

Katz-Dunn, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Katz-Dunn, Inc. 401(k) Profit Sharing Plan at $158K / 8 participants.

#1,242
in Retail Trade (9,519 peers)
-34.1%
assets change YoY

The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katz-Dunn, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Katz-Dunn, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$157,553 9th percentile higher than 9% 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-Dunn, Inc. 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-Dunn, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 274660305 · Katz-Dunn, Inc. PY 2022 · 401(k)

Katz-Dunn, Inc. 401(k) Profit Sharing Plan · $158K · 8 · 9th

  • NET $158K
  • NET 8
  • NET 9th
  • NET 401(k)
  • NET near Jdt Holdings Inc. 401(k) Plan
  • NET ind #1242

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 Retail Trade retirement plans → · Plans in Oregon →

Katz-Dunn, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Katz-Dunn, Inc. 401(k) Profit Sharing PlanKatz-Dunn, Inc. 401(k) Profi…$158KJdt Holdings Inc. 401(k) Plan$158KRepasky Waste Services, Inc. 401(k) PlanRepasky Waste Services, Inc.…$158KHis Pipeline 401(k)$158KCommunity Care Retirement Savings PlanCommunity Care Retirement Sa…$157K
End-of-year total assets ($M) among Katz-Dunn, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Katz-Dunn, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Katz-Dunn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$207K 31.420537850754982% vs 2022
2024 filing year
$0.15M$0.2M$0.25M 202220232024 $0.16M $0.21M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 8 $158K
2023 1 9 $243K
2024 1 8 $207K

Katz-Dunn, Inc. filing trail (2022)

Total Assets (Beginning of Year)$239K
Net Assets (End of Year)$158K
Net Income-$82K
Employer EIN274660305
Plan Effective Date2011-01-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Katz-Dunn, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Katz-Dunn, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000157553 · Participants: 8Katz-Dunn, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Katz-Dunn, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Katz-Dunn, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Katz-Dunn, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Jdt Holdings Inc. 401(k) Plan in OH ($158K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($158K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Katz-Dunn, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Katz-Dunn, Inc. 401(k) Profit Sharing Plan contracted severely - down 34.1% during 2022, from $239K to $158K. Reported net income was -$82K.
How have Katz-Dunn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katz-Dunn, Inc.'s sponsor-wide assets grew 31.4%, from $158K to $207K.
Where does Katz-Dunn, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Katz-Dunn, Inc. 401(k) Profit Sharing Plan ranks in the 9th 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 401(k) plans are similar in size to Katz-Dunn, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jdt Holdings Inc. 401(k) Plan in OH ($158K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Katz-Dunn, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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 274660305.

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.