ESOP · DOL Form 5500 · 2024
Katz & Associates Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 39
- Participants Small participant base
Official DOL plan name: Katz & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Katz & Associates Inc. · California · Professional & Technical Services
N/A in assets, 39 participants
Katz & Associates Inc.'s Katz & Associates, Inc. Employee Stock Ownership Plan reported N/A in total assets and 39 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Katz & Associates, Inc. Employee Stock Ownership Plan holds N/A for 39 participants.
- -$2M
- reported net income
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Katz & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Katz & Associates, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Katz & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $528K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Katz & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2023 filing to 39 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 880285918 · Katz & Associates Inc. PY 2024 · ESOP
Katz & Associates, Inc. Employee Stock Ownership Plan · N/A · 39
- IND N/A
- IND 39
- IND PY 2024
- IND ESOP
- IND near Sacred Wind Employee Stock Ownership Plan
- IND -$2M
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 What is an ESOP? → · Plans in California →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$2M |
| Employer EIN | 880285918 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Katz & Associates Inc.)
Sponsor-wide plan assets over time
All Katz & Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $2M |
| 2023 | 1 | 31 | $2M |
| 2024 | 1 | 39 | N/A |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Katz & Associates, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside California, the nearest ESOP by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants; this filing: 39 participants).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Sacred Wind Employee Stock Ownership Plan (NM) 39 · 0 off
- Sacred Wind Employee Stock Ownership Plan (NM) 39 · 0 off
- K. H. Employee Stock Ownership Plan (WI) 39 · 0 off
- Adco Employee Stock Ownership Plan (NY) 39 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.