Defined Benefit (Pension) · DOL Form 5500 · 2023

Kinzi & Company, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$768,598
Avg per participant High balance/head
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Official DOL plan name: Kinzi & Company, Inc. Defined Benefit Plan · Sponsored by Kinzi & Company, Inc. · New York · Professional & Technical Services

$2M in assets, 2 participants

Kinzi & Company, Inc.'s Kinzi & Company, Inc. Defined Benefit Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,704 in Professional & Technical Services (20,321 peers)

Kinzi & Company, Inc. multi-year trail

Kinzi & Company, Inc.'s plans moved +21.5% in assets from 2023 to 2024; this filing shows Kinzi & Company, Inc. Defined Benefit Plan at $2M / 2 participants.

#4,704
in Professional & Technical Services (20,321 peers)
+2.0%
assets growth YoY

Kinzi & Company, Inc. Defined Benefit Plan among the smaller filed plans by assets

Kinzi & Company, Inc. Defined Benefit Plan vs every filed plan by assets

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

$1,537,196 28th percentile higher than 28% 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

Kinzi & Company, Inc. Defined Benefit 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. Kinzi & Company, Inc. Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 464626038 · Kinzi & Company, Inc. PY 2023 · Defined Benefit (Pension)

Kinzi & Company, Inc. Defined Benefit Plan · $2M · 2 · 28th

  • NET $2M
  • BOOK 2
  • VS-ST 28th
  • BOY Defined Benefit (Pension)
  • SCH near Liberty Station Orthodontics Defined Benefit Pension Plan
  • EBSA ind #4704

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 New York →

Kinzi & Company, Inc. Defined Benefit Plan in the asset neighbourhood

Kinzi & Company, Inc. Defined Benefit PlanKinzi & Company, Inc. Define…$2MLiberty Station Orthodontics Defined Benefit Pension PlanLiberty Station Orthodontics…$2MPhilip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension PlanPhilip E. Werthman, M.D., a …$2MLonesome Rhodes Inc Defined Benefit Pension PlanLonesome Rhodes Inc Defined …$2MT.N.C.Management, Inc., Defined Benefit PlanT.N.C.Management, Inc., Defi…$2M
End-of-year total assets ($M) among Kinzi & Company, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kinzi & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kinzi & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.505457533290624% vs 2023
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 20232024 $2.13M $2.59M ▲ +21.6%
Year Plans Participants Total Assets
2023 2 4 $2M
2024 2 4 $3M

Kinzi & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$30K
Employer EIN464626038
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kinzi & Company, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Kinzi & Company, Inc. Defined Benefit Plan, Total assets ($B): 0.001537196 · Participants: 2Kinzi & Company, Inc. Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Kinzi & Company, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Kinzi & Company, Inc. Defined Benefit Plan side-by-side with 3 peers →

Kinzi & Company, Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Liberty Station Orthodontics Defined Benefit Pension Plan in CA ($2M); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kinzi & Company, Inc. Defined Benefit Plan assets move in 2023? ▼
Kinzi & Company, Inc. Defined Benefit Plan edged up modestly - up 2.0% during 2023, from $2M to $2M. Reported net income was $30K.
How have Kinzi & Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Kinzi & Company, Inc.'s sponsor-wide assets grew 21.5%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Kinzi & Company, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Liberty Station Orthodontics Defined Benefit Pension Plan in CA ($2M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kinzi & Company, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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 464626038.

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.