Profit Sharing · DOL Form 5500 · 2023

Nick C. Kazarian Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$851,900
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith Barney Keogh Plan for Nick C. Kazarian · Sponsored by Nick C. Kazarian · California · Healthcare & Social Assistance

$2M in assets, 2 participants

Nick C. Kazarian's Smith Barney Keogh Plan for Nick C. Kazarian reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,673 in Healthcare & Social Assistance (17,684 peers)

Nick C. Kazarian multi-year trail

Nick C. Kazarian's plans moved +29.6% in assets from 2022 to 2024; this filing shows Smith Barney Keogh Plan for Nick C. Kazarian at $2M / 2 participants.

#4,673
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY

Smith Barney Keogh Plan for Nick C. Kazarian among the smaller filed plans by assets

Smith Barney Keogh Plan for Nick C. Kazarian vs every filed plan by assets

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

$1,703,799 29th percentile higher than 29% 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

Smith Barney Keogh Plan for Nick C. Kazarian among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Barney Keogh Plan for Nick C. Kazarian is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Barney Keogh Plan for Nick C. Kazarian reported net income rose from -$241K in the plan year 2022 filing to $232K in the plan year 2023 filing.
  • Smith Barney Keogh Plan for Nick C. Kazarian end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942776525 · Nick C. Kazarian PY 2023 · Profit Sharing

Smith Barney Keogh Plan for Nick C. Kazarian · $2M · 2 · 29th

  • EBSA $2M
  • EBSA 2
  • EBSA 29th
  • EBSA Profit Sharing
  • EBSA near Kyzen Corporation Profit Sharing & Stock Bonus Trust
  • EBSA ind #4673

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Smith Barney Keogh Plan for Nick C. Kazarian in the asset neighbourhood

Smith Barney Keogh Plan for Nick C. KazarianSmith Barney Keogh Plan for …$2MKyzen Corporation Profit Sharing & Stock Bonus TrustKyzen Corporation Profit Sha…$2MPelican Education Services, Inc. Retirement PlanPelican Education Services, …$2MElizabeth Merkler, D.M.D. Profit Sharing PlanElizabeth Merkler, D.M.D. Pr…$2MRaymond Matta Pension Plan$2M
End-of-year total assets ($M) among Smith Barney Keogh Plan for Nick C. Kazarian and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Nick C. Kazarian multi-year asset trail

Sponsor-wide plan assets over time

All Nick C. Kazarian plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.586806877923234% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.48M $1.91M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Nick C. Kazarian filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$232K
Employer EIN942776525
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Smith Barney Keogh Plan for Nick C. Kazarian vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Smith Barney Keogh Plan for Nick C. Kazarian, Total assets ($B): 0.001703799 · Participants: 2Smith Barney Keogh Plan for Nick C. KazarianIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Smith Barney Keogh Plan for Nick C. Kazarian vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Smith Barney Keogh Plan for Nick C. Kazarian side-by-side with 3 peers →

Smith Barney Keogh Plan for Nick C. Kazarian's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kyzen Corporation Profit Sharing & Stock Bonus Trust in TN ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smith Barney Keogh Plan for Nick C. Kazarian assets move in 2023? ▼
Smith Barney Keogh Plan for Nick C. Kazarian grew sharply - up 15.8% during 2023, from $1M to $2M. Reported net income was $232K.
How have Nick C. Kazarian plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nick C. Kazarian's sponsor-wide assets grew 29.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Smith Barney Keogh Plan for Nick C. Kazarian? ▼
Among Profit Sharing plans in other states, the closest by assets is Kyzen Corporation Profit Sharing & Stock Bonus Trust in TN ($2M, 69 participants).
Which Profit Sharing plans cover a similar participant headcount to Smith Barney Keogh Plan for Nick C. Kazarian? ▼
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 942776525.

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.