Profit Sharing · DOL Form 5500 · 2023

Yoav Katz & Co Cpa PA Profit Sharing Plan

Data updated 2026-08-25

$815K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$116,482
Avg per participant Below avg balance/head
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Official DOL plan name: Yoav Katz & Co Cpa PA Profit Sharing Plan · Sponsored by Yoav Katz & Co Cpa PA · Maryland · Professional & Technical Services

$815K in assets, 7 participants

Yoav Katz & Co Cpa PA's Yoav Katz & Co Cpa PA Profit Sharing Plan reported $815K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,456 in Professional & Technical Services (20,321 peers)

Yoav Katz & Co Cpa PA multi-year trail

Yoav Katz & Co Cpa PA's plans moved -93.4% in assets from 2022 to 2024; this filing shows Yoav Katz & Co Cpa PA Profit Sharing Plan at $815K / 7 participants.

#3,456
in Professional & Technical Services (20,321 peers)
-6.6%
assets change YoY

The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yoav Katz & Co Cpa PA Profit Sharing Plan among the smaller filed plans by assets

Yoav Katz & Co Cpa PA Profit Sharing Plan vs every filed plan by assets

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

$815,375 22nd percentile higher than 22% 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

Yoav Katz & Co Cpa PA Profit Sharing 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. Yoav Katz & Co Cpa PA Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yoav Katz & Co Cpa PA Profit Sharing Plan reported net income rose from -$131K in the plan year 2022 filing to -$58K in the plan year 2023 filing.
  • Yoav Katz & Co Cpa PA Profit Sharing Plan end-of-year assets fell from $873K in the plan year 2022 filing to $815K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521260827 · Yoav Katz & Co Cpa PA PY 2023 · Profit Sharing

Yoav Katz & Co Cpa PA Profit Sharing Plan · $815K · 7 · 22nd

  • EIN $815K
  • EIN 7
  • EIN 22nd
  • EIN Profit Sharing
  • EIN near Athena Cruz Holdings Inc. Retirement Plan
  • EIN ind #3456

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 →

Yoav Katz & Co Cpa PA Profit Sharing Plan in the asset neighbourhood

Yoav Katz & Co Cpa PA Profit Sharing PlanYoav Katz & Co Cpa PA Profit…$815KAthena Cruz Holdings Inc. Retirement PlanAthena Cruz Holdings Inc. Re…$815KSanjiv Verma, M.D., Inc. 401(k) Profit Sharing PlanSanjiv Verma, M.D., Inc. 401…$815KRobert Skye, Inc. Retirement PlanRobert Skye, Inc. Retirement…$815KCaltak Enterprise Profit Sharing PlanCaltak Enterprise Profit Sha…$815K
End-of-year total assets ($M) among Yoav Katz & Co Cpa PA Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Yoav Katz & Co Cpa PA multi-year asset trail

Sponsor-wide plan assets over time

All Yoav Katz & Co Cpa PA plans reported in each filing year

Latest sponsor-wide plan assets
$58K 93.3630953062491% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.87M $0.06M ▼ -93.1%
Year Plans Participants Total Assets
2022 1 7 $873K
2023 1 7 $815K
2024 1 7 $58K

Yoav Katz & Co Cpa PA filing trail (2023)

Total Assets (Beginning of Year)$873K
Net Assets (End of Year)$815K
Net Income-$58K
Employer EIN521260827
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Yoav Katz & Co Cpa PA Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Yoav Katz & Co Cpa PA Profit Sharing Plan, Total assets ($B): 0.000815375 · Participants: 7Yoav Katz & Co Cpa PA Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
Yoav Katz & Co Cpa PA Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Yoav Katz & Co Cpa PA Profit Sharing Plan side-by-side with 3 peers →

Yoav Katz & Co Cpa PA Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Athena Cruz Holdings Inc. Retirement Plan in NY ($815K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Yoav Katz & Co Cpa PA Profit Sharing Plan assets move in 2023? ▼
Yoav Katz & Co Cpa PA Profit Sharing Plan pulled back noticeably - down 6.6% during 2023, from $873K to $815K. Reported net income was -$58K.
How have Yoav Katz & Co Cpa PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yoav Katz & Co Cpa PA's sponsor-wide assets declined 93.4%, from $873K to $58K.
Where does Yoav Katz & Co Cpa PA Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Yoav Katz & Co Cpa PA Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Yoav Katz & Co Cpa PA Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Athena Cruz Holdings Inc. Retirement Plan in NY ($815K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Yoav Katz & Co Cpa PA Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 521260827.

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.