401(k) · DOL Form 5500 · 2024
Kahn, Litwin, Renza & Co., Ltd. 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 297
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $170,384
- Avg per participant Above avg balance/head
Official DOL plan name: Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan · Sponsored by Kahn, Litwin, Renza & Co., Ltd. · Rhode Island · Professional & Technical Services
$51M in assets, 297 participants
Kahn, Litwin, Renza & Co., Ltd.'s Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan reported $51M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #17,166 in Professional & Technical Services (20,173 peers)
Coverage in Rhode Island
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan covers 297 participants in Rhode Island, about 20% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $51M.
- #17,166
- in Professional & Technical Services (20,173 peers)
- +20.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan's outsized position by total assets
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,604,005 Top 16% higher than 84% 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
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan sits mid-pack in the medium band (297 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan reported participants rose from 262 in the plan year 2023 filing to 297 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 050409384 · Kahn, Litwin, Renza & Co., Ltd. PY 2024 · 401(k)
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan · $51M · 297 · 84th
- TYPE $51M
- TYPE 297
- TYPE 84th
- TYPE 401(k)
- TYPE near Nsi 401(k) Plan
- TYPE ind #17166
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 Rhode Island →
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $9M |
| Employer EIN | 050409384 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kahn, Litwin, Renza & Co., Ltd.)
Sponsor-wide plan assets over time
All Kahn, Litwin, Renza & Co., Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 46.59813080159279% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $35M |
| 2023 | 1 | 262 | $42M |
| 2024 | 1 | 297 | $51M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Nsi 401(k) Plan in NC ($51M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Nsi 401(k) Plan (NC) $51M · 936
- West Bancorporation, Inc. Employee Savings and Stock Ownership Plan (IA) $51M · 178
- Kapur & Associates, Inc. 401(k) Savings Plan (WI) $51M · 414
- Adyen N.V. 401(k) Plan (CA) $51M · 686
Similar participant headcount
Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.
- Florida Credit Union 401(k) Profit Sharing Plan and Trust (FL) 297 · 0 off
- Centrus Savings Program (MD) 297 · 0 off
- Haztek, Inc. 401(k) P/S Plan (NJ) 297 · 0 off
- Nittany Oil Company, Inc. 401(k) Plan (PA) 297 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.