401(k) · DOL Form 5500 · 2024

Katz Hardware Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
32nd
Percentile by assets National rank
$208,933
Avg per participant Above avg balance/head
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Official DOL plan name: Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Katz Hardware Inc. · Connecticut · Retail Trade

$3M in assets, 12 participants

Katz Hardware Inc.'s Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,533 in Retail Trade (8,048 peers)

Katz Hardware Inc. multi-year trail

Katz Hardware Inc.'s plans moved +13.5% in assets from 2023 to 2024; this filing shows Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust at $3M / 12 participants.

#3,533
in Retail Trade (8,048 peers)
+13.5%
assets growth YoY

Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,507,196 32nd percentile higher than 32% 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

Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $153K in the plan year 2023 filing to $299K in the plan year 2024 filing.
  • Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 8 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060982481 · Katz Hardware Inc. PY 2024 · 401(k)

Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust · $3M · 12 · 32nd

  • RANK $3M
  • RANK 12
  • RANK 32nd
  • RANK 401(k)
  • RANK near Allan M. Robbins, M.D. Retirement Plan
  • RANK ind #3533

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 Connecticut →

Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Katz Hardware Inc. 401(k) Profit Sharing Plan and TrustKatz Hardware Inc. 401(k) Pr…$3MAllan M. Robbins, M.D. Retirement PlanAllan M. Robbins, M.D. Retir…$3MSoftpath System, LLC 401(k) Profit Sharing Plan and TrustSoftpath System, LLC 401(k) …$3MLisson Gallery Ny, Inc. 401(k) Profit Sharing PlanLisson Gallery Ny, Inc. 401(…$3MJl Sager Corporation 401(k) Profit Sharing Plan and TrustJl Sager Corporation 401(k) …$3M
End-of-year total assets ($M) among Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Katz Hardware Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Katz Hardware Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.526892042418698% vs 2023
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M$2.6M 20232024 $2.21M $2.51M ▲ +13.6%
Year Plans Participants Total Assets
2023 1 8 $2M
2024 1 12 $3M

Katz Hardware Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$299K
Employer EIN060982481
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002507196 · Participants: 12Katz Hardware Inc. 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Allan M. Robbins, M.D. Retirement Plan in NY ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.5% during 2024, from $2M to $3M. Reported net income was $299K.
How have Katz Hardware Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Katz Hardware Inc.'s sponsor-wide assets grew 13.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allan M. Robbins, M.D. Retirement Plan in NY ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Katz Hardware Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 060982481.

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.