Defined Benefit (Pension) · DOL Form 5500 · 2024
Kjzt Family Life Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Kjzt Family Life Employees Defined Benefit Pension Plan · Sponsored by Kjzt Family Life · Texas · Finance & Insurance
$6M in assets, 4 participants
Kjzt Family Life's Kjzt Family Life Employees Defined Benefit Pension Plan reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #2,588 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Kjzt Family Life Employees Defined Benefit Pension Plan holds $6M for 4 participants - about $1.4M per participant, in the lower half of filed plans by assets.
- #2,588
- in Finance & Insurance (8,549 peers)
- +3.1%
- assets growth YoY
Kjzt Family Life Employees Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers
Kjzt Family Life Employees Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,748,049 44th percentile higher than 44% 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
Kjzt Family Life Employees Defined Benefit Pension 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. Kjzt Family Life Employees Defined Benefit Pension Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kjzt Family Life Employees Defined Benefit Pension Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Kjzt Family Life Employees Defined Benefit Pension Plan reported net income rose from $151K in the plan year 2023 filing to $174K in the plan year 2024 filing.
- Kjzt Family Life Employees Defined Benefit Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
DOL schedule card
Filing strip 740719305 · Kjzt Family Life PY 2024 · Defined Benefit (Pension)
Kjzt Family Life Employees Defined Benefit Pension Plan · $6M · 4 · 44th
- PCT $6M
- PCT 4
- PCT 44th
- PCT Defined Benefit (Pension)
- PCT near Canteen Services, Inc. Pension Plan
- PCT ind #2588
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 Finance & Insurance retirement plans → · Plans in Texas →
Kjzt Family Life Employees Defined Benefit Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $174K |
| Employer EIN | 740719305 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kjzt Family Life)
Sponsor-wide plan assets over time
All Kjzt Family Life plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 5.973788119495674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $5M |
| 2023 | 1 | 3 | $6M |
| 2024 | 1 | 4 | $6M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Kjzt Family Life Employees Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Canteen Services, Inc. Pension Plan in MI ($6M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
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.