401(k) · DOL Form 5500 · 2024

Kogen-Zivin-Friedman Development, Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$450,906
Avg per participant High balance/head
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Official DOL plan name: Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan · Sponsored by Kogen-Zivin-Friedman Development, Inc · Illinois · Construction

$1M in assets, 3 participants

Kogen-Zivin-Friedman Development, Inc's Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,185 in Construction (9,039 peers)

Kogen-Zivin-Friedman Development, Inc multi-year trail

Kogen-Zivin-Friedman Development, Inc's plans moved +55.6% in assets from 2022 to 2024; this filing shows Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan at $1M / 3 participants.

#2,185
in Construction (9,039 peers)
+24.1%
assets growth YoY

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan among the smaller filed plans by assets

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan vs every filed plan by assets

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

$1,352,718 26th percentile higher than 26% 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

Kogen-Zivin-Friedman Development, Inc. Employees Savings 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. Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan reported net income rose from $221K in the plan year 2023 filing to $263K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363934796 · Kogen-Zivin-Friedman Development, Inc PY 2024 · 401(k)

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan · $1M · 3 · 26th

  • BOY $1M
  • SCH 3
  • EBSA 26th
  • PART 401(k)
  • TYPE near School Operation Services Group, Inc. 401(k) Plan
  • NET ind #2185

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 Construction retirement plans → · Plans in Illinois →

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan in the asset neighbourhood

Kogen-Zivin-Friedman Development, Inc. Employees Savings PlanKogen-Zivin-Friedman Develop…$1MSchool Operation Services Group, Inc. 401(k) PlanSchool Operation Services Gr…$1MTushar B. Patel, D.D.S., Inc. Profit Sharing PlanTushar B. Patel, D.D.S., Inc…$1MThomason Management, Inc. 401(k) PlanThomason Management, Inc. 40…$1MGraphic Label Group, Inc. 401(k) PlanGraphic Label Group, Inc. 40…$1M
End-of-year total assets ($M) among Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kogen-Zivin-Friedman Development, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Kogen-Zivin-Friedman Development, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 55.62560615177178% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.87M $1.35M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 3 $869K
2023 1 3 $1M
2024 1 3 $1M

Kogen-Zivin-Friedman Development, Inc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$263K
Employer EIN363934796
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan, Total assets ($B): 0.001352718 · Participants: 3Kogen-Zivin-Friedman Development, Inc. Employees Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan side-by-side with 3 peers →

Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is School Operation Services Group, Inc. 401(k) Plan in PA ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan assets move in 2024? ▼
Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan grew sharply - up 24.1% during 2024, from $1M to $1M. Reported net income was $263K.
How have Kogen-Zivin-Friedman Development, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kogen-Zivin-Friedman Development, Inc's sponsor-wide assets grew 55.6%, from $869K to $1M.
Which 401(k) plans are similar in size to Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is School Operation Services Group, Inc. 401(k) Plan in PA ($1M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Kogen-Zivin-Friedman Development, Inc. Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 363934796.

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.