401(k) · DOL Form 5500 · 2023

Katz, Nannis & Solomon, P.C. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
56
Participants Small participant base
70th
Percentile by assets National rank
$304,099
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan · Sponsored by Katz, Nannis & Solomon, P.C. · Massachusetts · Professional & Technical Services

$17M in assets, 56 participants

Katz, Nannis & Solomon, P.C.'s Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan reported $17M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,041 in Professional & Technical Services (20,321 peers)

2023 asset change

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan surged 30.6% in 2023 ($13M → $17M) for 56 participants.

#14,041
in Professional & Technical Services (20,321 peers)
+30.6%
assets growth YoY

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,029,569 Top 30% higher than 70% 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

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042887211 · Katz, Nannis & Solomon, P.C. PY 2023 · 401(k)

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan · $17M · 56 · 70th

  • BOOK $17M
  • BOOK 56
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru
  • BOOK ind #14041

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 Massachusetts →

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing PlanKatz, Nannis & Solomon, P.C.…$17MMckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & TruMckenzie Sports Products, In…$17MGold Coast Constructors, Inc. 401(k) PlanGold Coast Constructors, Inc…$17MTrumbull Industries, Inc. Employees' Profit Sharing PlanTrumbull Industries, Inc. Em…$17MCommonwealth Credit Union 401(k) Retirement Savings PlanCommonwealth Credit Union 40…$17M
End-of-year total assets ($M) among Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN042887211
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.017029569 · Participants: 56Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru in NC ($17M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan surged - up 30.6% during 2023, from $13M to $17M. Reported net income was $4M.
Which 401(k) plans are similar in size to Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mckenzie Sports Products, Inc. 401(k) Profit Sharing Plan & Tru in NC ($17M, 428 participants).
Which 401(k) plans cover a similar participant headcount to Katz, Nannis & Solomon, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 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 042887211.

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.