401(k) · DOL Form 5500 · 2024
Kovler Family Foundation Retirement Plan 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $751,067
- Avg per participant High balance/head
Official DOL plan name: Kovler Family Foundation Retirement Plan · Sponsored by Kovler Family Foundation Retirement Plan · Illinois · Other Services
$5M in assets, 7 participants
Kovler Family Foundation Retirement Plan's Kovler Family Foundation Retirement Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #5,002 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Kovler Family Foundation Retirement Plan ranks #5,002 of 7,719 2024 filers by assets (382% of the sector average)-$5M for 7 participants.
- #5,002
- in Other Services (7,719 peers)
- +15.8%
- assets growth YoY
Kovler Family Foundation Retirement Plan's mid-pack asset rank among Other Services and all filers
Kovler Family Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,257,466 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kovler Family Foundation 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. Kovler Family Foundation Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kovler Family Foundation Retirement Plan reported net income rose from $276K in the plan year 2023 filing to $716K in the plan year 2024 filing.
- Kovler Family Foundation Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 815091029 · Kovler Family Foundation Retirement Plan PY 2024 · 401(k)
Kovler Family Foundation Retirement Plan · $5M · 7 · 43rd
- TYPE $5M
- TYPE 7
- TYPE 43rd
- TYPE 401(k)
- TYPE near Mct Group Retirement Plan
- TYPE ind #5002
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 Other Services retirement plans → · Plans in Illinois →
Kovler Family Foundation Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $716K |
| Employer EIN | 815091029 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kovler Family Foundation Retirement Plan)
Sponsor-wide plan assets over time
All Kovler Family Foundation Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.234442766929405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $4M |
| 2023 | 1 | 7 | $5M |
| 2024 | 1 | 7 | $5M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Kovler Family Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mct Group Retirement Plan in TN ($5M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.