401(k) · DOL Form 5500 · 2024

Jr Katz, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 5
Participants Small participant base: 42nd
Percentile by assets National rank: $978,270
Avg per participant High balance/head

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Official DOL plan name: Jr Katz, LLC 401(k) Plan · Sponsored by Jr Katz, LLC · Illinois · Finance & Insurance

$5M in assets, 5 participants

Jr Katz, LLC's Jr Katz, LLC 401(k) Plan reported $5M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#2,386 in Finance & Insurance (8,549 peers)

Jr Katz, LLC multi-year trail

Jr Katz, LLC's plans moved +18.9% in assets from 2022 to 2024; this filing shows Jr Katz, LLC 401(k) Plan at $5M / 5 participants.

#2,386
in Finance & Insurance (8,549 peers): +13.4%
assets growth YoY

Jr Katz, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Jr Katz, LLC 401(k) Plan vs every filed plan by assets

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

$4,891,349 42nd percentile higher than 42% 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

Jr Katz, LLC 401(k) 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. Jr Katz, LLC 401(k) Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Jr Katz, LLC 401(k) Plan reported net income rose from $197K in the plan year 2023 filing to $579K in the plan year 2024 filing.
Jr Katz, LLC 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 5 in the plan year 2024 filing.
Jr Katz, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463613717 · Jr Katz, LLC PY 2024 · 401(k)

Jr Katz, LLC 401(k) Plan · $5M · 5 · 42nd

TYPE $5M
NET 5
BOOK 42nd
VS-ST 401(k)
BOY near Warmboard, Inc. 401(k) Plan
SCH ind #2386

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 Illinois →

End-of-year total assets ($M) among Jr Katz, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jr Katz, LLC multi-year asset trail

Latest sponsor-wide plan assets: $5M 18.865596199294053% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$4M
2023	1	7	$4M
2024	1	5	$5M

Jr Katz, LLC filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$579K
Employer EIN	463613717
Plan Effective Date	2013-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Jr Katz, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Jr Katz, LLC 401(k) Plan side-by-side with 3 peers →

Jr Katz, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Warmboard, Inc. 401(k) Plan in CA ($5M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Warmboard, Inc. 401(k) Plan (CA) $5M · 59
Oil Well Service Co. Employees 401(k) Plan (CA) $5M · 102
Mgh Family Health Center 401(k) Profit Sharing Plan (MI) $5M · 154
Premier B.H., Inc. 401(k) Plan (CA) $5M · 608

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
K&k Se 401(k) Plan (CA) 5 · 0 off

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 Jr Katz, LLC 401(k) Plan assets move in 2024? ▼

Jr Katz, LLC 401(k) Plan grew at a solid clip - up 13.4% during 2024, from $4M to $5M. Reported net income was $579K.

How have Jr Katz, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jr Katz, LLC's sponsor-wide assets grew 18.9%, from $4M to $5M.

Which 401(k) plans are similar in size to Jr Katz, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Warmboard, Inc. 401(k) Plan in CA ($5M, 59 participants).

Which 401(k) plans cover a similar participant headcount to Jr Katz, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 463613717.