401(k) · DOL Form 5500 · 2023

Kahn, Litwin, Renza & Co., Ltd. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
262
Participants Below avg headcount
84th
Percentile by assets National rank
$159,806
Avg per participant Above avg balance/head
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Official DOL plan name: Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan · Sponsored by Kahn, Litwin, Renza & Co., Ltd. · Rhode Island · Professional & Technical Services

$42M in assets, 262 participants

Kahn, Litwin, Renza & Co., Ltd.'s Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan reported $42M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,167 in Professional & Technical Services (20,321 peers)

Coverage in Rhode Island

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan covers 262 participants in Rhode Island, about 18% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $42M.

#17,167
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan's outsized position by total assets

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan vs every filed plan by assets

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

$41,869,194 Top 16% higher than 84% 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

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement 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. Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan reported participants rose from 258 in the plan year 2022 filing to 262 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050409384 · Kahn, Litwin, Renza & Co., Ltd. PY 2023 · 401(k)

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan · $42M · 262 · 84th

  • 5500 $42M
  • 5500 262
  • 5500 84th
  • 5500 401(k)
  • 5500 near Acipco Contracted 401(k) Plan
  • 5500 ind #17167

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 Rhode Island →

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan in the asset neighbourhood

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement PlanKahn, Litwin, Renza & Co., L…$42MAcipco Contracted 401(k) Plan$42MGeocon, Inc. 401(k) Profit Sharing PlanGeocon, Inc. 401(k) Profit S…$42MTelamon Corporation 401(k) PlanTelamon Corporation 401(k) P…$42MCasner & Edwards, LLP 401(k) Profit Sharing PlanCasner & Edwards, LLP 401(k)…$42M
End-of-year total assets ($M) among Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN050409384
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kahn, Litwin, Renza & Co., Ltd.)

Sponsor-wide plan assets over time

All Kahn, Litwin, Renza & Co., Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 46.59813080159279% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.5M $50.6M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 258 $35M
2023 1 262 $42M
2024 1 297 $51M

Nearby 401(k) Plans in Rhode Island

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

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan, Total assets ($B): 0.041869194 · Participants: 262Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan side-by-side with 3 peers →

Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Acipco Contracted 401(k) Plan in AL ($42M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan assets move in 2023? ▼
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan grew sharply - up 21.3% during 2023, from $35M to $42M. Reported net income was $7M.
How have Kahn, Litwin, Renza & Co., Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kahn, Litwin, Renza & Co., Ltd.'s sponsor-wide assets grew 46.6%, from $35M to $51M.
Where does Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acipco Contracted 401(k) Plan in AL ($42M, 417 participants).
Which 401(k) plans cover a similar participant headcount to Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 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 050409384.

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.