401(k) · DOL Form 5500 · 2023
Kizer Pharmacy, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $54,751
- Avg per participant Low balance/head
Official DOL plan name: Kizer Pharmacy, LLC Safe Harbor 401(k) Plan · Sponsored by Kizer Pharmacy, LLC · Tennessee · Retail Trade
$2M in assets, 29 participants
Kizer Pharmacy, LLC's Kizer Pharmacy, LLC Safe Harbor 401(k) Plan reported $2M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #3,395 in Retail Trade (8,414 peers)
Kizer Pharmacy, LLC multi-year trail
Kizer Pharmacy, LLC's plans moved +31.1% in assets from 2022 to 2024; this filing shows Kizer Pharmacy, LLC Safe Harbor 401(k) Plan at $2M / 29 participants.
- #3,395
- in Retail Trade (8,414 peers)
- +17.0%
- assets growth YoY
Kizer Pharmacy, LLC Safe Harbor 401(k) Plan among the smaller filed plans by assets
Kizer Pharmacy, LLC Safe Harbor 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,587,786 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Kizer Pharmacy, LLC Safe Harbor 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kizer Pharmacy, LLC Safe Harbor 401(k) Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kizer Pharmacy, LLC Safe Harbor 401(k) Plan reported net income rose from -$252K in the plan year 2022 filing to $231K in the plan year 2023 filing.
- Kizer Pharmacy, LLC Safe Harbor 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Kizer Pharmacy, LLC Safe Harbor 401(k) Plan reported participants fell from 30 in the plan year 2022 filing to 29 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043755392 · Kizer Pharmacy, LLC PY 2023 · 401(k)
Kizer Pharmacy, LLC Safe Harbor 401(k) Plan · $2M · 29 · 28th
- PHOTO $2M
- IND 29
- EOY 28th
- 5500 401(k)
- ASSETS near Marquis Contract Corp 401(k) Profit Sharing Plan & Trust
- PCT ind #3395
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 Tennessee →
Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in the asset neighbourhood
Kizer Pharmacy, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Kizer Pharmacy, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 31.105054786969045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $1M |
| 2023 | 1 | 29 | $2M |
| 2024 | 1 | 36 | $2M |
Kizer Pharmacy, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $231K |
| Employer EIN | 043755392 |
| Plan Effective Date | 2008-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Kizer Pharmacy, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Marquis Contract Corp 401(k) Profit Sharing Plan & Trust in NC ($2M); by covered participants it is Pence Wealth Management, Inc. 401(k) Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
- Pence Wealth Management, Inc. 401(k) Profit Sharing Plan (CA) 29 · 0 off
- Bertrand, Fox & Elliot 401(k) Profit Sharing Plan (CA) 29 · 0 off
- Aetos Alternatives Management, LP 401(k) Employee Savings Plan (NY) 29 · 0 off
- Cooperativa De Ahorro Y Credito Nuestra Senora De La Candelaria Salary Deferral Retirement Plan (PR) 29 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.