401(k) · DOL Form 5500 · 2023

Kenneth P. Franzese Single (K) 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$914,082
Avg per participant High balance/head
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Official DOL plan name: Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese · Sponsored by Kenneth P. Franzese Single (K) · Illinois · Real Estate

$2M in assets, 2 participants

Kenneth P. Franzese Single (K)'s Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese 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.

  • #2,305 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese ranks #2,305 of 4,727 2023 filers by assets (1420% of the sector average)-$2M for 2 participants.

#2,305
in Real Estate (4,727 peers)
+20.1%
assets growth YoY

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese among the smaller filed plans by assets

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs every filed plan by assets

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

$1,828,163 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

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese reported net income rose from -$64K in the plan year 2022 filing to $305K in the plan year 2023 filing.
  • Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 353462812 · Kenneth P. Franzese Single (K) PY 2023 · 401(k)

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese · $2M · 2 · 29th

  • ASSETS $2M
  • ASSETS 2
  • ASSETS 29th
  • ASSETS 401(k)
  • ASSETS near Smw Health Network 401(k) Plan
  • ASSETS ind #2305

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 Real Estate retirement plans → · Plans in Illinois →

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese in the asset neighbourhood

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseKenneth P. Franzese Group Si…$2MSmw Health Network 401(k) PlanSmw Health Network 401(k) Pl…$2MFerrarabuckworth, LLC 401(k) PlanFerrarabuckworth, LLC 401(k)…$2MReynold's Iron Works, Inc. 401(k) Profit Sharing PlanReynold's Iron Works, Inc. 4…$2MPonca City Orthopaedic Spts Med Emp. Prof. Sh. PlPonca City Orthopaedic Spts …$2M
End-of-year total assets ($M) among Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$305K
Employer EIN353462812
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kenneth P. Franzese Single (K))

Sponsor-wide plan assets over time

All Kenneth P. Franzese Single (K) plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.67245574458444% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.52M $2.28M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby 401(k) Plans in Illinois

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

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese, Total assets ($B): 0.001828163 · Participants: 2Kenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs. nearby 401(k) plans in Illinois, assets vs. participants

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Smw Health Network 401(k) Plan in TX ($2M); by covered participants it is Napa Bound Retirement Plan in FL (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 Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese assets move in 2023?
Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese grew sharply - up 20.1% during 2023, from $2M to $2M. Reported net income was $305K.
How have Kenneth P. Franzese Single (K) plan assets changed over time?
Across 3 plan years on file (2022-2024), Kenneth P. Franzese Single (K)'s sponsor-wide assets grew 49.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese?
Among 401(k) plans in other states, the closest by assets is Smw Health Network 401(k) Plan in TX ($2M, 3,417 participants).
Which 401(k) plans cover a similar participant headcount to Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese?
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).