Defined Benefit (Pension) · DOL Form 5500 · 2023

Kjzt Family Life Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
46th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Kjzt Family Life Employees Defined Benefit Pension Plan · Sponsored by Kjzt Family Life · Texas · Finance & Insurance

$6M in assets, 3 participants

Kjzt Family Life's Kjzt Family Life Employees Defined Benefit Pension Plan reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,927 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Kjzt Family Life Employees Defined Benefit Pension Plan holds $6M for 3 participants - about $1.9M per participant, in the lower half of filed plans by assets.

#2,927
in Finance & Insurance (8,869 peers)
+2.8%
assets growth YoY

Kjzt Family Life Employees Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Kjzt Family Life Employees Defined Benefit Pension Plan vs every filed plan by assets

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

$5,574,535 46th percentile higher than 46% 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

Kjzt Family Life Employees Defined Benefit Pension 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. Kjzt Family Life Employees Defined Benefit Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kjzt Family Life Employees Defined Benefit Pension Plan reported net income rose from $55K in the plan year 2022 filing to $151K in the plan year 2023 filing.
  • Kjzt Family Life Employees Defined Benefit Pension Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Kjzt Family Life Employees Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 740719305 · Kjzt Family Life PY 2023 · Defined Benefit (Pension)

Kjzt Family Life Employees Defined Benefit Pension Plan · $6M · 3 · 46th

  • EIN $6M
  • RANK 3
  • PHOTO 46th
  • IND Defined Benefit (Pension)
  • EOY near Paulo Products Company Employees' Pension Plan
  • 5500 ind #2927

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 Texas →

Kjzt Family Life Employees Defined Benefit Pension Plan in the asset neighbourhood

Paulo Products Company Employees' Pension PlanPaulo Products Company Emplo…$6MKjzt Family Life Employees Defined Benefit Pension PlanKjzt Family Life Employees D…$6MPension Plan of York Container CompanyPension Plan of York Contain…$6MRetirement Plan for Puerto Rico EmployeesRetirement Plan for Puerto R…$6MCitizens Bank of West Virginia Defined Benefit Pension PlanCitizens Bank of West Virgin…$6M
End-of-year total assets ($M) among Kjzt Family Life Employees Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$151K
Employer EIN740719305
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kjzt Family Life)

Sponsor-wide plan assets over time

All Kjzt Family Life plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.973788119495674% vs 2022
2024 filing year
$5.3M$5.4M$5.5M$5.6M$5.7M$5.8M 202220232024 $5.42M $5.75M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 3 $6M
2024 1 4 $6M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kjzt Family Life Employees Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kjzt Family Life Employees Defined Benefit Pension Plan, Total assets ($B): 0.005574535 · Participants: 3Kjzt Family Life Employees Defined Benefit Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Kjzt Family Life Employees Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Kjzt Family Life Employees Defined Benefit Pension Plan side-by-side with 3 peers →

Kjzt Family Life Employees Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Paulo Products Company Employees' Pension Plan in MO ($6M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kjzt Family Life Employees Defined Benefit Pension Plan assets move in 2023? ▼
Kjzt Family Life Employees Defined Benefit Pension Plan edged up modestly - up 2.8% during 2023, from $5M to $6M. Reported net income was $151K.
How have Kjzt Family Life plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kjzt Family Life's sponsor-wide assets grew 6.0%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Kjzt Family Life Employees Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Paulo Products Company Employees' Pension Plan in MO ($6M, 26 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kjzt Family Life Employees Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $1M 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 740719305.

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.