Defined Benefit (Pension) · DOL Form 5500 · 2023

K & Z, Inc. Dba Global Rx Pharmacy Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$706,077
Avg per participant High balance/head
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Official DOL plan name: Global Rx Pharmacy Cash Balance Pension Plan · Sponsored by K & Z, Inc. Dba Global Rx Pharmacy · California · Retail Trade

$3M in assets, 4 participants

K & Z, Inc. Dba Global Rx Pharmacy's Global Rx Pharmacy Cash Balance Pension Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,909 in Retail Trade (8,414 peers)

K & Z, Inc. Dba Global Rx Pharmacy multi-year trail

K & Z, Inc. Dba Global Rx Pharmacy's plans moved +24.8% in assets from 2022 to 2023; this filing shows Global Rx Pharmacy Cash Balance Pension Plan at $3M / 4 participants.

#3,909
in Retail Trade (8,414 peers)
+24.8%
assets growth YoY

Global Rx Pharmacy Cash Balance Pension Plan's mid-pack asset rank among Retail Trade and all filers

Global Rx Pharmacy Cash Balance Pension Plan vs every filed plan by assets

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

$2,824,308 35th percentile higher than 35% 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

Global Rx Pharmacy Cash Balance Pension 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. Global Rx Pharmacy Cash Balance Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Global Rx Pharmacy Cash Balance Pension Plan reported net income rose from $318K in the plan year 2022 filing to $561K in the plan year 2023 filing.
  • Global Rx Pharmacy Cash Balance Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260373429 · K & Z, Inc. Dba Global Rx Pharmacy PY 2023 · Defined Benefit (Pension)

Global Rx Pharmacy Cash Balance Pension Plan · $3M · 4 · 35th

  • ASSETS $3M
  • PCT 4
  • EIN 35th
  • RANK Defined Benefit (Pension)
  • PHOTO near Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan
  • IND ind #3909

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 California →

Global Rx Pharmacy Cash Balance Pension Plan in the asset neighbourhood

Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement PlanStandard-Knapp, Inc. Amended…$3MGlobal Rx Pharmacy Cash Balance Pension PlanGlobal Rx Pharmacy Cash Bala…$3MPension Plan of Aurelia Osborn Fox Memorial HospitalPension Plan of Aurelia Osbo…$3MM Orhan Kaymakcalan Md Defined Benefit Plan and TrustM Orhan Kaymakcalan Md Defin…$3MOtis Elevator Company Puerto Rico Pension PlanOtis Elevator Company Puerto…$3M
End-of-year total assets ($M) among Global Rx Pharmacy Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

K & Z, Inc. Dba Global Rx Pharmacy multi-year asset trail

Sponsor-wide plan assets over time

All K & Z, Inc. Dba Global Rx Pharmacy plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.805862761223015% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M$3M 20222023 $2.26M $2.82M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M

K & Z, Inc. Dba Global Rx Pharmacy filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$561K
Employer EIN260373429
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Global Rx Pharmacy Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Global Rx Pharmacy Cash Balance Pension Plan, Total assets ($B): 0.002824308 · Participants: 4Global Rx Pharmacy Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Global Rx Pharmacy Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Global Rx Pharmacy Cash Balance Pension Plan side-by-side with 3 peers →

Global Rx Pharmacy Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan in CT ($3M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Global Rx Pharmacy Cash Balance Pension Plan assets move in 2023? ▼
Global Rx Pharmacy Cash Balance Pension Plan grew sharply - up 24.8% during 2023, from $2M to $3M. Reported net income was $561K.
How have K & Z, Inc. Dba Global Rx Pharmacy plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), K & Z, Inc. Dba Global Rx Pharmacy's sponsor-wide assets grew 24.8%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Global Rx Pharmacy Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Standard-Knapp, Inc. Amended and Restated Hourly Employees' Retirement Plan in CT ($3M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Global Rx Pharmacy Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 260373429.

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.