Profit Sharing · DOL Form 5500 · 2023

Kitzan Teggatz and Son Corp. Profit Sharing Plan

Data updated 2026-08-25

$416K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$208,078
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kitzan Teggatz and Son Corp. Retirement Plan · Sponsored by Kitzan Teggatz and Son Corp. · Wisconsin · Arts, Entertainment & Recreation

$416K in assets, 2 participants

Kitzan Teggatz and Son Corp.'s Kitzan Teggatz and Son Corp. Retirement Plan reported $416K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,099 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Kitzan Teggatz and Son Corp. Retirement Plan ranks #1,099 of 2,945 2023 filers by assets (6672% of the sector average)-$416K for 2 participants.

#1,099
in Arts, Entertainment & Recreation (2,945 peers)
+103.8%
assets growth YoY

Kitzan Teggatz and Son Corp. Retirement Plan among the smaller filed plans by assets

Kitzan Teggatz and Son Corp. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$416,155 16th percentile higher than 16% of 127,068 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 2023

Kitzan Teggatz and Son Corp. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kitzan Teggatz and Son Corp. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kitzan Teggatz and Son Corp. Retirement Plan end-of-year assets rose from $204K in the plan year 2022 filing to $416K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 882256147 · Kitzan Teggatz and Son Corp. PY 2023 · Profit Sharing

Kitzan Teggatz and Son Corp. Retirement Plan · $416K · 2 · 16th

  • 5500 $416K
  • 5500 2
  • 5500 16th
  • 5500 Profit Sharing
  • 5500 near D&d Home Designers Inc. Retirement Plan
  • 5500 ind #1099

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 Arts, Entertainment & Recreation retirement plans → · Plans in Wisconsin →

Kitzan Teggatz and Son Corp. Retirement Plan in the asset neighbourhood

Kitzan Teggatz and Son Corp. Retirement PlanKitzan Teggatz and Son Corp.…$416KD&d Home Designers Inc. Retirement PlanD&d Home Designers Inc. Reti…$416KLacombe Enterprises, Inc. Retirement PlanLacombe Enterprises, Inc. Re…$416KAmd Investments Inc. Retirement PlanAmd Investments Inc. Retirem…$416KPark Dental Arts 401(k) Plan$416K
End-of-year total assets ($M) among Kitzan Teggatz and Son Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$204K
Net Assets (End of Year)$416K
Net Income$212K
Employer EIN882256147
Plan Effective Date2022-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Kitzan Teggatz and Son Corp.)

Sponsor-wide plan assets over time

All Kitzan Teggatz and Son Corp. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $204K
2023 1 2 $416K
2024 1 2 N/A

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kitzan Teggatz and Son Corp. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Kitzan Teggatz and Son Corp. Retirement Plan, Total assets ($B): 0.000416155 · Participants: 2Kitzan Teggatz and Son Corp. Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Kitzan Teggatz and Son Corp. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Kitzan Teggatz and Son Corp. Retirement Plan side-by-side with 3 peers →

Kitzan Teggatz and Son Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is D&d Home Designers Inc. Retirement Plan in MD ($416K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($416K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kitzan Teggatz and Son Corp. Retirement Plan assets move in 2023? ▼
Kitzan Teggatz and Son Corp. Retirement Plan surged - up 103.8% during 2023, from $204K to $416K. Reported net income was $212K.
Where does Kitzan Teggatz and Son Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Kitzan Teggatz and Son Corp. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Kitzan Teggatz and Son Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is D&d Home Designers Inc. Retirement Plan in MD ($416K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Kitzan Teggatz and Son Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 882256147.

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.