Profit Sharing · DOL Form 5500 · 2024

Bernard Katz Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$914,806
Avg per participant High balance/head
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Official DOL plan name: Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype · Sponsored by Bernard Katz · New York · Professional & Technical Services

$4M in assets, 4 participants

Bernard Katz's Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,813 in Professional & Technical Services (20,173 peers)

Bernard Katz multi-year trail

Bernard Katz's plans moved +30.9% in assets from 2022 to 2024; this filing shows Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype at $4M / 4 participants.

#6,813
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype's mid-pack asset rank among Professional & Technical Services and all filers

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype vs every filed plan by assets

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

$3,659,225 37th percentile higher than 37% 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

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133739120 · Bernard Katz PY 2024 · Profit Sharing

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype · $4M · 4 · 37th

  • EOY $4M
  • EOY 4
  • EOY 37th
  • EOY Profit Sharing
  • EOY near Tri-City Colo-Rectal Surgery, Ltd. Profit Sharing Plan
  • EOY ind #6813

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 →

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype in the asset neighbourhood

Dor, Crisostomo, Dor & Dow Accountancy Corporation 401(k) Profit Sharing PlanDor, Crisostomo, Dor & Dow A…$4MSaint John's Communities, Inc. Pension Benefit PlanSaint John's Communities, In…$4MBernard Katz & Co PC Profit Sharing Plan Fidelity Non-PrototypeBernard Katz & Co PC Profit …$4MTri-City Colo-Rectal Surgery, Ltd. Profit Sharing PlanTri-City Colo-Rectal Surgery…$4MRemaindermen Films Inc Profit Sharing PlanRemaindermen Films Inc Profi…$4M
End-of-year total assets ($M) among Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bernard Katz multi-year asset trail

Sponsor-wide plan assets over time

All Bernard Katz plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.86360016207635% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.8M $3.66M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $4M

Bernard Katz filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$425K
Employer EIN133739120
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype, Total assets ($B): 0.003659225 · Participants: 4Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-PrototypeAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype side-by-side with 3 peers →

Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Tri-City Colo-Rectal Surgery, Ltd. Profit Sharing Plan in AZ ($4M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype assets move in 2024? ▼
Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype grew at a solid clip - up 13.1% during 2024, from $3M to $4M. Reported net income was $425K.
How have Bernard Katz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard Katz's sponsor-wide assets grew 30.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype? ▼
Among Profit Sharing plans in other states, the closest by assets is Tri-City Colo-Rectal Surgery, Ltd. Profit Sharing Plan in AZ ($4M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Bernard Katz & Co PC Profit Sharing Plan Fidelity Non-Prototype? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 133739120.

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.