Defined Benefit (Pension) · DOL Form 5500 · 2024

Arthur Gary Katz Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Arthur Gary Katz Cash Balance Plan · Sponsored by Arthur Gary Katz · New Jersey · Finance & Insurance

$2M in assets, 2 participants

Arthur Gary Katz's Arthur Gary Katz Cash Balance Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,673 in Finance & Insurance (8,549 peers)

Arthur Gary Katz multi-year trail

Arthur Gary Katz's plans moved +98.1% in assets from 2022 to 2024; this filing shows Arthur Gary Katz Cash Balance Plan at $2M / 2 participants.

#1,673
in Finance & Insurance (8,549 peers)
+42.0%
assets growth YoY

Arthur Gary Katz Cash Balance Plan among the smaller filed plans by assets

Arthur Gary Katz Cash Balance Plan vs every filed plan by assets

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

$2,231,521 31st percentile higher than 31% 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

Arthur Gary Katz Cash Balance 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. Arthur Gary Katz Cash Balance Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arthur Gary Katz Cash Balance Plan reported net income rose from $445K in the plan year 2023 filing to $660K in the plan year 2024 filing.
  • Arthur Gary Katz Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270657958 · Arthur Gary Katz PY 2024 · Defined Benefit (Pension)

Arthur Gary Katz Cash Balance Plan · $2M · 2 · 31st

  • TYPE $2M
  • TYPE 2
  • TYPE 31st
  • TYPE Defined Benefit (Pension)
  • TYPE near Olarte-Foussard & Co., Inc. Pension Plan
  • TYPE ind #1673

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 New Jersey →

Arthur Gary Katz Cash Balance Plan in the asset neighbourhood

Michael W. Moats, M.D., Inc. Defined Benefit Pension PlanMichael W. Moats, M.D., Inc.…$2MArthur Gary Katz Cash Balance PlanArthur Gary Katz Cash Balanc…$2MOlarte-Foussard & Co., Inc. Pension PlanOlarte-Foussard & Co., Inc. …$2MRaio Dental, P.C. Defined Benefit PlanRaio Dental, P.C. Defined Be…$2MBoston Center for Memory, Inc. Cash Balance Pension PlanBoston Center for Memory, In…$2M
End-of-year total assets ($M) among Arthur Gary Katz Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arthur Gary Katz multi-year asset trail

Sponsor-wide plan assets over time

All Arthur Gary Katz plans reported in each filing year

Latest sponsor-wide plan assets
$2M 98.0593648846669% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.13M $2.23M ▲ +97.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 2 $2M
2024 1 2 $2M

Arthur Gary Katz filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$660K
Employer EIN270657958
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Arthur Gary Katz Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Arthur Gary Katz Cash Balance Plan, Total assets ($B): 0.002231521 · Participants: 2Arthur Gary Katz Cash Balance PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Arthur Gary Katz Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Arthur Gary Katz Cash Balance Plan side-by-side with 3 peers →

Arthur Gary Katz Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Olarte-Foussard & Co., Inc. Pension Plan in NY ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Arthur Gary Katz Cash Balance Plan assets move in 2024? ▼
Arthur Gary Katz Cash Balance Plan surged - up 42.0% during 2024, from $2M to $2M. Reported net income was $660K.
How have Arthur Gary Katz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arthur Gary Katz's sponsor-wide assets grew 98.1%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Arthur Gary Katz Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Olarte-Foussard & Co., Inc. Pension Plan in NY ($2M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Arthur Gary Katz Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 270657958.

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.