401(k) · DOL Form 5500 · 2023
Katz Hardware Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $276,058
- Avg per participant High balance/head
Official DOL plan name: Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Katz Hardware Inc. · Connecticut · Retail Trade
$2M in assets, 8 participants
Katz Hardware Inc.'s Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #3,671 in Retail Trade (8,414 peers)
Katz Hardware Inc. multi-year trail
Katz Hardware Inc.'s plans moved +13.5% in assets from 2023 to 2024; this filing shows Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust at $2M / 8 participants.
- #3,671
- in Retail Trade (8,414 peers)
- +7.4%
- assets growth YoY
Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,208,460 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.
DOL schedule card
Filing strip 060982481 · Katz Hardware Inc. PY 2023 · 401(k)
Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust · $2M · 8 · 32nd
- IND $2M
- EOY 8
- 5500 32nd
- ASSETS 401(k)
- PCT near Kristin Ambler, M.D. 401(k) Profit Sharing Plan
- EIN ind #3671
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 Retail Trade retirement plans → · Plans in Connecticut →
Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Katz Hardware Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Katz Hardware Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 13.526892042418698% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 12 | $3M |
Katz Hardware Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $153K |
| Employer EIN | 060982481 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Kristin Ambler, M.D. 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.