401(k) · DOL Form 5500 · 2023

The Kocen Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$190K
Total assets Small plan by assets
4
Participants Small participant base
10th
Percentile by assets National rank
$47,454
Avg per participant Low balance/head
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Official DOL plan name: The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Kocen Financial Group, Inc. · California · Finance & Insurance

$190K in assets, 4 participants

The Kocen Financial Group, Inc.'s The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan reported $190K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #538 in Finance & Insurance (8,869 peers)

2023 asset change

The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan grew sharply 24.4% in 2023 ($153K → $190K) for 4 participants.

#538
in Finance & Insurance (8,869 peers)
+24.4%
assets growth YoY

The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$189,816 10th percentile higher than 10% 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

The Kocen Financial Group, Inc. 401(k) Profit Sharing 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. The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$17K in the plan year 2022 filing to $37K in the plan year 2023 filing.
  • The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $153K in the plan year 2022 filing to $190K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330454048 · The Kocen Financial Group, Inc. PY 2023 · 401(k)

The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan · $190K · 4 · 10th

  • PCT $190K
  • EIN 4
  • RANK 10th
  • PHOTO 401(k)
  • IND near The Joss District, Inc. 401(k) Profit Sharing Plan
  • EOY ind #538

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 Finance & Insurance retirement plans → · Plans in California →

The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Kocen Financial Group, Inc. 401(k) Profit Sharing PlanThe Kocen Financial Group, I…$190KThe Joss District, Inc. 401(k) Profit Sharing PlanThe Joss District, Inc. 401(…$190KEllenhorst Inc. 401(k) Plan$190KTrussworthy Property Inspections, Inc. 401(k) Profit Sharing PlanTrussworthy Property Inspect…$190KAaditri, Inc. 401(k) Profit Sharing PlanAaditri, Inc. 401(k) Profit …$190K
End-of-year total assets ($M) among The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Kocen Financial Group, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All The Kocen Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152K 0.6290503305790539% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M 202220232024 $0.15M $0.15M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 3 $153K
2023 1 4 $190K
2024 1 4 $152K

2023 asset-move particulars

Total Assets (Beginning of Year)$153K
Net Assets (End of Year)$190K
Net Income$37K
Employer EIN330454048
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000189816 · Participants: 4The Kocen Financial Group, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Joss District, Inc. 401(k) Profit Sharing Plan in OH ($190K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.4% during 2023, from $153K to $190K. Reported net income was $37K.
How have The Kocen Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kocen Financial Group, Inc.'s sponsor-wide assets declined 0.6%, from $153K to $152K.
Where does The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan ranks in the 10th 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 401(k) plans are similar in size to The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Joss District, Inc. 401(k) Profit Sharing Plan in OH ($190K, 1 participant).
Which 401(k) plans cover a similar participant headcount to The Kocen Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 330454048.

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.