401(k) · DOL Form 5500 · 2023

Peter Katz Associates, Inc. Incentive Savings Trust 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
43rd
Percentile by assets National rank
$423,541
Avg per participant High balance/head
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Official DOL plan name: Peter Katz Associates, Inc. Incentive Savings Trust · Sponsored by Peter Katz Associates, Inc. Incentive Savings Trust · New York · Professional & Technical Services

$5M in assets, 11 participants

Peter Katz Associates, Inc. Incentive Savings Trust's Peter Katz Associates, Inc. Incentive Savings Trust reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,256 in Professional & Technical Services (20,321 peers)

Peter Katz Associates, Inc. Incentive Savings Trust multi-year trail

Peter Katz Associates, Inc. Incentive Savings Trust's plans moved -41.0% in assets from 2022 to 2024; this filing shows Peter Katz Associates, Inc. Incentive Savings Trust at $5M / 11 participants.

#8,256
in Professional & Technical Services (20,321 peers)
-15.9%
assets change YoY

The plan reported a net loss of $881K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peter Katz Associates, Inc. Incentive Savings Trust's mid-pack asset rank among Professional & Technical Services and all filers

Peter Katz Associates, Inc. Incentive Savings Trust vs every filed plan by assets

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

$4,658,949 43rd percentile higher than 43% 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

Peter Katz Associates, Inc. Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peter Katz Associates, Inc. Incentive Savings Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peter Katz Associates, Inc. Incentive Savings Trust reported net income fell from $2M in the plan year 2022 filing to -$881K in the plan year 2023 filing.
  • Peter Katz Associates, Inc. Incentive Savings Trust end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Peter Katz Associates, Inc. Incentive Savings Trust reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133919056 · Peter Katz Associates, Inc. Incentive Savings Trust PY 2023 · 401(k)

Peter Katz Associates, Inc. Incentive Savings Trust · $5M · 11 · 43rd

  • BOOK $5M
  • VS-ST 11
  • BOY 43rd
  • SCH 401(k)
  • EBSA near Civil Engineering Services Company 401(k) Plan
  • PART ind #8256

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 New York →

Peter Katz Associates, Inc. Incentive Savings Trust in the asset neighbourhood

Peter Katz Associates, Inc. Incentive Savings TrustPeter Katz Associates, Inc. …$5MCivil Engineering Services Company 401(k) PlanCivil Engineering Services C…$5MClarkin & Phillips, P.C. 401(k) Profit Sharing PlanClarkin & Phillips, P.C. 401…$5MPetree and Seibert Family Dentistry, P.C. 401(k) PlanPetree and Seibert Family De…$5MPeters Kalail & Markakis Co., L.P.a. Savings PlanPeters Kalail & Markakis Co.…$5M
End-of-year total assets ($M) among Peter Katz Associates, Inc. Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peter Katz Associates, Inc. Incentive Savings Trust multi-year asset trail

Sponsor-wide plan assets over time

All Peter Katz Associates, Inc. Incentive Savings Trust plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.00443759784104% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.4M $6.12M ▼ -41.0%
Year Plans Participants Total Assets
2022 2 15 $10M
2023 1 11 $5M
2024 1 9 $6M

Peter Katz Associates, Inc. Incentive Savings Trust filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$881K
Employer EIN133919056
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Peter Katz Associates, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Peter Katz Associates, Inc. Incentive Savings Trust, Total assets ($B): 0.004658949 · Participants: 11Peter Katz Associates, Inc. Incentive Savings TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Peter Katz Associates, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Peter Katz Associates, Inc. Incentive Savings Trust side-by-side with 3 peers →

Peter Katz Associates, Inc. Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Civil Engineering Services Company 401(k) Plan in UT ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Peter Katz Associates, Inc. Incentive Savings Trust assets move in 2023? ▼
Peter Katz Associates, Inc. Incentive Savings Trust declined sharply - down 15.9% during 2023, from $6M to $5M. Reported net income was -$881K.
How have Peter Katz Associates, Inc. Incentive Savings Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter Katz Associates, Inc. Incentive Savings Trust's sponsor-wide assets declined 41.0%, from $10M to $6M.
Which 401(k) plans are similar in size to Peter Katz Associates, Inc. Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Civil Engineering Services Company 401(k) Plan in UT ($5M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Peter Katz Associates, Inc. Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 133919056.

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.