401(k) · DOL Form 5500 · 2024

Kerzic Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$299K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$299,408
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kerzic Investments Retirement Plan · Sponsored by Kerzic Investments, Inc. · California · Real Estate

$299K in assets, 1 participants

Kerzic Investments, Inc.'s Kerzic Investments Retirement Plan reported $299K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,004 in Real Estate (4,605 peers)

What the 2024 filing shows

Kerzic Investments Retirement Plan holds $299K for 1 participant - about $299,408 per participant, among the smaller plans by assets on file.

#1,004
in Real Estate (4,605 peers)
-2.4%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kerzic Investments Retirement Plan among the smaller filed plans by assets

Kerzic Investments Retirement Plan vs every filed plan by assets

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

$299,408 14th percentile higher than 14% 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

Kerzic Investments 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. Kerzic Investments Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kerzic Investments Retirement Plan reported net income fell from -$2K in the plan year 2023 filing to -$7K in the plan year 2024 filing.
  • Kerzic Investments Retirement Plan end-of-year assets fell from $307K in the plan year 2023 filing to $299K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 465027878 · Kerzic Investments, Inc. PY 2024 · 401(k)

Kerzic Investments Retirement Plan · $299K · 1 · 14th

  • BOY $299K
  • BOY 1
  • BOY 14th
  • BOY 401(k)
  • BOY near 501st Transport Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #1004

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 Real Estate retirement plans → · Plans in California →

Kerzic Investments Retirement Plan in the asset neighbourhood

Kerzic Investments Retirement PlanKerzic Investments Retiremen…$299K501st Transport Inc 401(k) Profit Sharing Plan & Trust501st Transport Inc 401(k) P…$299KAscend Security and Audio Retirement PlanAscend Security and Audio Re…$299KFaithful Roofing & Construction, Inc. 401(k) Profit Sharing PlanFaithful Roofing & Construct…$299KAmp Home Care 401(k)$299K
End-of-year total assets ($M) among Kerzic Investments Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$307K
Net Assets (End of Year)$299K
Net Income-$7K
Employer EIN465027878
Plan Effective Date2014-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Kerzic Investments, Inc.)

Sponsor-wide plan assets over time

All Kerzic Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$299K 3.159991978730699% vs 2022
2024 filing year
$0.3M$0.3M$0.31M$0.31M$0.32M 202220232024 $0.31M $0.3M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 1 $309K
2023 1 1 $307K
2024 1 1 $299K

Nearby 401(k) Plans in California

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

Kerzic Investments Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kerzic Investments Retirement Plan, Total assets ($B): 0.000299408 · Participants: 1Kerzic Investments Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kerzic Investments Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kerzic Investments Retirement Plan side-by-side with 3 peers →

Kerzic Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY ($299K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kerzic Investments Retirement Plan assets move in 2024? ▼
Kerzic Investments Retirement Plan edged down modestly - down 2.4% during 2024, from $307K to $299K. Reported net income was -$7K.
How have Kerzic Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kerzic Investments, Inc.'s sponsor-wide assets declined 3.2%, from $309K to $299K.
Where does Kerzic Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Kerzic Investments Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kerzic Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY ($299K, 90 participants).
Which 401(k) plans cover a similar participant headcount to Kerzic Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 465027878.

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.