401(k) · DOL Form 5500 · 2023

Kovler Family Foundation Retirement Plan 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
42nd
Percentile by assets National rank
$648,821
Avg per participant High balance/head
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Official DOL plan name: Kovler Family Foundation Retirement Plan · Sponsored by Kovler Family Foundation Retirement Plan · Illinois · Other Services

$5M in assets, 7 participants

Kovler Family Foundation Retirement Plan's Kovler Family Foundation Retirement Plan reported $5M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,083 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Kovler Family Foundation Retirement Plan ranks #5,083 of 7,857 2023 filers by assets (442% of the sector average)-$5M for 7 participants.

#5,083
in Other Services (7,857 peers)
+6.5%
assets growth YoY

Kovler Family Foundation Retirement Plan's mid-pack asset rank among Other Services and all filers

Kovler Family Foundation Retirement Plan vs every filed plan by assets

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

$4,541,747 42nd percentile higher than 42% 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

Kovler Family Foundation 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. Kovler Family Foundation Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kovler Family Foundation Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $276K in the plan year 2023 filing.
  • Kovler Family Foundation Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 815091029 · Kovler Family Foundation Retirement Plan PY 2023 · 401(k)

Kovler Family Foundation Retirement Plan · $5M · 7 · 42nd

  • PART $5M
  • TYPE 7
  • NET 42nd
  • BOOK 401(k)
  • VS-ST near Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust
  • BOY ind #5083

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 Other Services retirement plans → · Plans in Illinois →

Kovler Family Foundation Retirement Plan in the asset neighbourhood

Kovler Family Foundation Retirement PlanKovler Family Foundation Ret…$5MMcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and TrustMcclelland Law Firm, a Profe…$5MCanidae, LLC. 401(k) Profit Sharing PlanCanidae, LLC. 401(k) Profit …$5MAlbert F. Fitzgerald, Inc. 401(k) PlanAlbert F. Fitzgerald, Inc. 4…$5MChancy 401(k) Plan$5M
End-of-year total assets ($M) among Kovler Family Foundation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$276K
Employer EIN815091029
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kovler Family Foundation Retirement Plan)

Sponsor-wide plan assets over time

All Kovler Family Foundation Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.234442766929405% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.27M $5.26M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $5M
2024 1 7 $5M

Nearby 401(k) Plans in Illinois

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

Kovler Family Foundation Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kovler Family Foundation Retirement Plan, Total assets ($B): 0.004541747 · Participants: 7Kovler Family Foundation Retirement PlanAccenture 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
Kovler Family Foundation Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kovler Family Foundation Retirement Plan side-by-side with 3 peers →

Kovler Family Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust in MO ($5M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Kovler Family Foundation Retirement Plan assets move in 2023? ▼
Kovler Family Foundation Retirement Plan grew at a solid clip - up 6.5% during 2023, from $4M to $5M. Reported net income was $276K.
How have Kovler Family Foundation Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kovler Family Foundation Retirement Plan's sponsor-wide assets grew 23.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Kovler Family Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust in MO ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Kovler Family Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 815091029.

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.