401(k) · DOL Form 5500 · 2023

Torkildson Katz, a Law Corporation 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
21
Participants Small participant base
83rd
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Torkildson Katz, a Law Corporation-Profit Sharing Plan · Sponsored by Torkildson Katz, a Law Corporation · Hawaii · Professional & Technical Services

$42M in assets, 21 participants

Torkildson Katz, a Law Corporation's Torkildson Katz, a Law Corporation-Profit Sharing Plan reported $42M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,151 in Professional & Technical Services (20,321 peers)

Where Torkildson Katz, a Law Corporation-Profit Sharing Plan sits by assets

Torkildson Katz, a Law Corporation-Profit Sharing Plan sits in the top quartile of all filed plans by assets, $42M for 21 participants (~$2.0M/participant), up 13.2% in 2023.

#17,151
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Torkildson Katz, a Law Corporation-Profit Sharing Plan's outsized position by total assets

Torkildson Katz, a Law Corporation-Profit Sharing Plan vs every filed plan by assets

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

$41,672,799 Top 17% higher than 83% 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

Torkildson Katz, a Law Corporation-Profit Sharing 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. Torkildson Katz, a Law Corporation-Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Torkildson Katz, a Law Corporation-Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Torkildson Katz, a Law Corporation-Profit Sharing Plan reported participants fell from 28 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Torkildson Katz, a Law Corporation-Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990155867 · Torkildson Katz, a Law Corporation PY 2023 · 401(k)

Torkildson Katz, a Law Corporation-Profit Sharing Plan · $42M · 21 · 83rd

  • RANK $42M
  • RANK 21
  • RANK 83rd
  • RANK 401(k)
  • RANK near Hedrick Gardner Retirement Savings Plan
  • RANK ind #17151

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 Hawaii →

Torkildson Katz, a Law Corporation-Profit Sharing Plan in the asset neighbourhood

Torys LLP Savings and Retirement PlanTorys LLP Savings and Retire…$42MTorkildson Katz, a Law Corporation-Profit Sharing PlanTorkildson Katz, a Law Corpo…$42MHedrick Gardner Retirement Savings PlanHedrick Gardner Retirement S…$42MRed Nucleus Solutions 401(k) Retirement PlanRed Nucleus Solutions 401(k)…$42MRusnak 401(k) Plan$42M
End-of-year total assets ($M) among Torkildson Katz, a Law Corporation-Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN990155867
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Torkildson Katz, a Law Corporation)

Sponsor-wide plan assets over time

All Torkildson Katz, a Law Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 7.2559517372807445% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $36.8M $34.1M ▼ -7.3%
Year Plans Participants Total Assets
2022 1 28 $37M
2023 1 21 $42M
2024 1 25 $34M

Nearby 401(k) Plans in Hawaii

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

Torkildson Katz, a Law Corporation-Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Torkildson Katz, a Law Corporation-Profit Sharing Plan, Total assets ($B): 0.041672799 · Participants: 21Torkildson Katz, a Law Corporation-Profit Sharing PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Torkildson Katz, a Law Corporation-Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Torkildson Katz, a Law Corporation-Profit Sharing Plan side-by-side with 3 peers →

Torkildson Katz, a Law Corporation-Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Hedrick Gardner Retirement Savings Plan in NC ($42M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 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 (21 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 Torkildson Katz, a Law Corporation-Profit Sharing Plan assets move in 2023? ▼
Torkildson Katz, a Law Corporation-Profit Sharing Plan grew at a solid clip - up 13.2% during 2023, from $37M to $42M. Reported net income was $5M.
How have Torkildson Katz, a Law Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Torkildson Katz, a Law Corporation's sponsor-wide assets declined 7.3%, from $37M to $34M.
Where does Torkildson Katz, a Law Corporation-Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Torkildson Katz, a Law Corporation-Profit Sharing Plan ranks in the 83rd 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 Torkildson Katz, a Law Corporation-Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hedrick Gardner Retirement Savings Plan in NC ($42M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Torkildson Katz, a Law Corporation-Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 990155867.

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.