401(k) · DOL Form 5500 · 2024
Kozar Industrial, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $416,314
- Avg per participant High balance/head
Official DOL plan name: M & C Retirement Plan · Sponsored by Kozar Industrial, Inc. · Colorado · Retail Trade
$6M in assets, 15 participants
Kozar Industrial, Inc.'s M & C Retirement Plan reported $6M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #4,558 in Retail Trade (8,048 peers)
Kozar Industrial, Inc. multi-year trail
Kozar Industrial, Inc.'s plans moved +543.2% in assets from 2022 to 2024; this filing shows M & C Retirement Plan at $6M / 15 participants.
- #4,558
- in Retail Trade (8,048 peers)
- +543.2%
- assets growth YoY
M & C Retirement Plan's mid-pack asset rank among Retail Trade and all filers
M & C Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,244,705 46th percentile higher than 46% 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
M & C Retirement 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. M & C Retirement Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M & C Retirement Plan reported net income rose from $14 in the plan year 2023 filing to $5M in the plan year 2024 filing.
- M & C Retirement Plan end-of-year assets rose from $971K in the plan year 2023 filing to $6M in the plan year 2024 filing.
- M & C Retirement Plan reported participants rose from 10 in the plan year 2023 filing to 15 in the plan year 2024 filing.
DOL schedule card
Filing strip 823355919 · Kozar Industrial, Inc. PY 2024 · 401(k)
M & C Retirement Plan · $6M · 15 · 46th
- PART $6M
- PART 15
- PART 46th
- PART 401(k)
- PART near Frette 401(k) Retirement Plan
- PART ind #4558
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 Colorado →
M & C Retirement Plan in the asset neighbourhood
Kozar Industrial, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kozar Industrial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 543.1799619120599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $971K |
| 2023 | 1 | 10 | $971K |
| 2024 | 1 | 15 | $6M |
Kozar Industrial, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $971K |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $5M |
| Employer EIN | 823355919 |
| Plan Effective Date | 2017-11-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
M & C Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Frette 401(k) Retirement Plan in NY ($6M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Frette 401(k) Retirement Plan (NY) $6M · 97
- A Square Group 401(k) Plan (MD) $6M · 132
- Metropolitan Capital 401(k) Plan (IL) $6M · 53
- Honolulu Museum of Art 401(k) Plan (HI) $6M · 108
Similar participant headcount
Nearest other-state filings by covered participants (15 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.