Profit Sharing · DOL Form 5500 · 2024

G and J Koz, Inc. Profit Sharing Plan

Data updated 2026-08-25

$336K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$168,146
Avg per participant Above avg balance/head
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Official DOL plan name: G and J Koz, Inc. Retirement Plan · Sponsored by G and J Koz, Inc. · Pennsylvania · Retail Trade

$336K in assets, 2 participants

G and J Koz, Inc.'s G and J Koz, Inc. Retirement Plan reported $336K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,899 in Retail Trade (8,048 peers)

2024 asset change

G and J Koz, Inc. Retirement Plan grew sharply 15.8% in 2024 ($290K → $336K) for 2 participants.

#1,899
in Retail Trade (8,048 peers)
+15.8%
assets growth YoY

G and J Koz, Inc. Retirement Plan among the smaller filed plans by assets

G and J Koz, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$336,292 14th percentile higher than 14% of 123,620 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 2024

G and J Koz, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G and J Koz, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G and J Koz, Inc. Retirement Plan reported net income rose from -$58K in the plan year 2023 filing to $46K in the plan year 2024 filing.
  • G and J Koz, Inc. Retirement Plan end-of-year assets rose from $290K in the plan year 2023 filing to $336K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461022003 · G and J Koz, Inc. PY 2024 · Profit Sharing

G and J Koz, Inc. Retirement Plan · $336K · 2 · 14th

  • PHOTO $336K
  • PHOTO 2
  • PHOTO 14th
  • PHOTO Profit Sharing
  • PHOTO near Ana Bartolomei Aguilera Retirement Plan
  • PHOTO ind #1899

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 Pennsylvania →

G and J Koz, Inc. Retirement Plan in the asset neighbourhood

G and J Koz, Inc. Retirement PlanG and J Koz, Inc. Retirement…$336KAna Bartolomei Aguilera Retirement PlanAna Bartolomei Aguilera Reti…$336KAnelki Ventures, Inc. Profit Sharing PlanAnelki Ventures, Inc. Profit…$336KSeed2leaf, Inc. Profit Sharing PlanSeed2leaf, Inc. Profit Shari…$336KScooch Enterprises, Inc. Retirement PlanScooch Enterprises, Inc. Ret…$336K
End-of-year total assets ($M) among G and J Koz, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

G and J Koz, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All G and J Koz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$336K 3.496090106894325% vs 2022
2024 filing year
$0.28M$0.3M$0.32M$0.34M$0.36M 202220232024 $0.35M $0.34M ▼ -2.9%
Year Plans Participants Total Assets
2022 1 2 $348K
2023 1 2 $290K
2024 1 2 $336K

2024 asset-move particulars

Total Assets (Beginning of Year)$290K
Net Assets (End of Year)$336K
Net Income$46K
Employer EIN461022003
Plan Effective Date2012-09-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

G and J Koz, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants G and J Koz, Inc. Retirement Plan, Total assets ($B): 0.000336292 · Participants: 2G and J Koz, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
G and J Koz, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare G and J Koz, Inc. Retirement Plan side-by-side with 3 peers →

G and J Koz, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Ana Bartolomei Aguilera Retirement Plan in PR ($336K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($336K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did G and J Koz, Inc. Retirement Plan assets move in 2024? ▼
G and J Koz, Inc. Retirement Plan grew sharply - up 15.8% during 2024, from $290K to $336K. Reported net income was $46K.
How have G and J Koz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G and J Koz, Inc.'s sponsor-wide assets declined 3.5%, from $348K to $336K.
Where does G and J Koz, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
G and J Koz, Inc. Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to G and J Koz, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ana Bartolomei Aguilera Retirement Plan in PR ($336K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to G and J Koz, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461022003.

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.