401(k) · DOL Form 5500 · 2023

Kaztronix, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
135
Participants Small participant base
39th
Percentile by assets National rank
$26,819
Avg per participant Low balance/head
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Official DOL plan name: Kaztronix 401(k) Plan · Sponsored by Kaztronix, LLC · Virginia · Professional & Technical Services

$4M in assets, 135 participants

Kaztronix, LLC's Kaztronix 401(k) Plan reported $4M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,270 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Kaztronix 401(k) Plan covers 135 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#7,270
in Professional & Technical Services (20,321 peers)
-1.6%
assets change YoY

The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaztronix 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kaztronix 401(k) Plan vs every filed plan by assets

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

$3,620,577 39th percentile higher than 39% 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

Kaztronix 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaztronix 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaztronix 401(k) Plan reported net income rose from -$916K in the plan year 2022 filing to -$57K in the plan year 2023 filing.
  • Kaztronix 401(k) Plan reported participants fell from 139 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Kaztronix 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470891300 · Kaztronix, LLC PY 2023 · 401(k)

Kaztronix 401(k) Plan · $4M · 135 · 39th

  • PART $4M
  • PART 135
  • PART 39th
  • PART 401(k)
  • PART near 401(a) Defined Contribution Plan of Wayne Action Group for Economic Solvency, Inc.
  • PART ind #7270

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Kaztronix 401(k) Plan in the asset neighbourhood

Kaztronix 401(k) Plan$4M401(a) Defined Contribution Plan of Wayne Action Group for Economic Solvency, Inc.401(a) Defined Contribution …$4MAcacia Research Group LLC 401(k) Saving Plan.Acacia Research Group LLC 40…$4MTaylor Valve Technology, Inc. Savings Incentive PlanTaylor Valve Technology, Inc…$4MDuggan Property Services, Inc. Profit Sharing PlanDuggan Property Services, In…$4M
End-of-year total assets ($M) among Kaztronix 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$57K
Employer EIN470891300
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaztronix, LLC)

Sponsor-wide plan assets over time

All Kaztronix, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 7.5537361934633465% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.68M $3.96M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 139 $4M
2023 1 135 $4M
2024 1 129 $4M

Nearby 401(k) Plans in Virginia

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

Kaztronix 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kaztronix 401(k) Plan, Total assets ($B): 0.003620577 · Participants: 135Kaztronix 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Kaztronix 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kaztronix 401(k) Plan side-by-side with 3 peers →

Kaztronix 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is 401(a) Defined Contribution Plan of Wayne Action Group for Economic Solvency, Inc. in NC ($4M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Kaztronix 401(k) Plan assets move in 2023? ▼
Kaztronix 401(k) Plan edged down modestly - down 1.6% during 2023, from $4M to $4M. Reported net income was -$57K.
How have Kaztronix, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaztronix, LLC's sponsor-wide assets grew 7.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Kaztronix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(a) Defined Contribution Plan of Wayne Action Group for Economic Solvency, Inc. in NC ($4M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Kaztronix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 470891300.

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.