Profit Sharing · DOL Form 5500 · 2024
Katz, Fram & Co., a Professional Corporation Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan · Sponsored by Katz, Fram & Co., a Professional Corporation · California · Professional & Technical Services
$1M in assets, 1 participants
Katz, Fram & Co., a Professional Corporation's Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #4,109 in Professional & Technical Services (20,173 peers)
Katz, Fram & Co., a Professional Corporation multi-year trail
Katz, Fram & Co., a Professional Corporation's plans moved +57.3% in assets from 2022 to 2024; this filing shows Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan at $1M / 1 participant.
- #4,109
- in Professional & Technical Services (20,173 peers)
- +28.7%
- assets growth YoY
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan among the smaller filed plans by assets
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,268,712 25th percentile higher than 25% 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
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing 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. Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan reported net income rose from $180K in the plan year 2023 filing to $283K in the plan year 2024 filing.
- Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan end-of-year assets rose from $987K in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 274492778 · Katz, Fram & Co., a Professional Corporation PY 2024 · Profit Sharing
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan · $1M · 1 · 25th
- PART $1M
- PART 1
- PART 25th
- PART Profit Sharing
- PART near Elkins Regional Convalescent Center Retirement Savings Plan
- PART ind #4109
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 California →
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan in the asset neighbourhood
Katz, Fram & Co., a Professional Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Katz, Fram & Co., a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 57.26210102262163% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $807K |
| 2023 | 1 | 1 | $987K |
| 2024 | 1 | 1 | $1M |
Katz, Fram & Co., a Professional Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $986K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $283K |
| Employer EIN | 274492778 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Katz, Fram & Co., a Prof Corp 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Elkins Regional Convalescent Center Retirement Savings Plan in WV ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.