401(k) · DOL Form 5500 · 2023

Pessin Katz Law, PA 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
94
Participants Small participant base
72nd
Percentile by assets National rank
$207,305
Avg per participant Above avg balance/head
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Official DOL plan name: Pessin Katz Law, PA 401(k) Plan · Sponsored by Pessin Katz Law, PA · Maryland · Professional & Technical Services

$19M in assets, 94 participants

Pessin Katz Law, PA's Pessin Katz Law, PA 401(k) Plan reported $19M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,611 in Professional & Technical Services (20,321 peers)

Pessin Katz Law, PA multi-year trail

Pessin Katz Law, PA's plans moved +12.3% in assets from 2022 to 2024; this filing shows Pessin Katz Law, PA 401(k) Plan at $19M / 94 participants.

#14,611
in Professional & Technical Services (20,321 peers)
+3.2%
assets growth YoY

Pessin Katz Law, PA 401(k) Plan's outsized position by total assets

Pessin Katz Law, PA 401(k) Plan vs every filed plan by assets

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

$19,486,702 Top 28% higher than 72% 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

Pessin Katz Law, PA 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pessin Katz Law, PA 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pessin Katz Law, PA 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $612K in the plan year 2023 filing.
  • Pessin Katz Law, PA 401(k) Plan reported participants rose from 87 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Pessin Katz Law, PA 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521598578 · Pessin Katz Law, PA PY 2023 · 401(k)

Pessin Katz Law, PA 401(k) Plan · $19M · 94 · 72nd

  • PCT $19M
  • PCT 94
  • PCT 72nd
  • PCT 401(k)
  • PCT near The Forbes Company, LLC Employees Profit Sharing 401(k) Plan
  • PCT ind #14611

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 Maryland →

Pessin Katz Law, PA 401(k) Plan in the asset neighbourhood

Pessin Katz Law, PA 401(k) PlanPessin Katz Law, PA 401(k) P…$19MThe Forbes Company, LLC Employees Profit Sharing 401(k) PlanThe Forbes Company, LLC Empl…$19MWillowwood Global, LLC Profit Sharing PlanWillowwood Global, LLC Profi…$19MVenator Materials LLC 401(k) PlanVenator Materials LLC 401(k)…$19MIapp 401(k) Plan$19M
End-of-year total assets ($M) among Pessin Katz Law, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pessin Katz Law, PA multi-year asset trail

Sponsor-wide plan assets over time

All Pessin Katz Law, PA plans reported in each filing year

Latest sponsor-wide plan assets
$21M 12.302270510239092% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.9M $21.2M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 87 $19M
2023 1 94 $19M
2024 1 88 $21M

Pessin Katz Law, PA filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$612K
Employer EIN521598578
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Pessin Katz Law, PA 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pessin Katz Law, PA 401(k) Plan, Total assets ($B): 0.019486702 · Participants: 94Pessin Katz Law, PA 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Pessin Katz Law, PA 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Pessin Katz Law, PA 401(k) Plan side-by-side with 3 peers →

Pessin Katz Law, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Forbes Company, LLC Employees Profit Sharing 401(k) Plan in MI ($19M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Pessin Katz Law, PA 401(k) Plan assets move in 2023? ▼
Pessin Katz Law, PA 401(k) Plan edged up modestly - up 3.2% during 2023, from $19M to $19M. Reported net income was $612K.
How have Pessin Katz Law, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pessin Katz Law, PA's sponsor-wide assets grew 12.3%, from $19M to $21M.
Which 401(k) plans are similar in size to Pessin Katz Law, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Forbes Company, LLC Employees Profit Sharing 401(k) Plan in MI ($19M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Pessin Katz Law, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 521598578.

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.