401(k) · DOL Form 5500 · 2024

Katz-Dunn, Inc. 401(k) Plan

Data updated 2026-08-25

$207K
Total assets Small plan by assets
8
Participants Small participant base
11th
Percentile by assets National rank
$25,882
Avg per participant Low balance/head
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Official DOL plan name: Katz-Dunn, Inc. 401(k) Profit Sharing Plan · Sponsored by Katz-Dunn, Inc. · Oregon · Retail Trade

$207K in assets, 8 participants

Katz-Dunn, Inc.'s Katz-Dunn, Inc. 401(k) Profit Sharing Plan reported $207K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,421 in Retail Trade (8,048 peers)

Katz-Dunn, Inc. multi-year trail

Katz-Dunn, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Katz-Dunn, Inc. 401(k) Profit Sharing Plan at $207K / 8 participants.

#1,421
in Retail Trade (8,048 peers)
-14.9%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katz-Dunn, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Katz-Dunn, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$207,057 11th percentile higher than 11% 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

Katz-Dunn, Inc. 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-Dunn, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Katz-Dunn, Inc. 401(k) Profit Sharing Plan reported net income fell from $86K in the plan year 2023 filing to -$36K in the plan year 2024 filing.
  • Katz-Dunn, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $243K in the plan year 2023 filing to $207K in the plan year 2024 filing.
  • Katz-Dunn, Inc. 401(k) Profit Sharing Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 274660305 · Katz-Dunn, Inc. PY 2024 · 401(k)

Katz-Dunn, Inc. 401(k) Profit Sharing Plan · $207K · 8 · 11th

  • 5500 $207K
  • ASSETS 8
  • PCT 11th
  • EIN 401(k)
  • RANK near Rwmr Hazzard Co. 401(k) Plan
  • PHOTO ind #1421

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 Retail Trade retirement plans → · Plans in Oregon →

Katz-Dunn, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Katz-Dunn, Inc. 401(k) Profit Sharing PlanKatz-Dunn, Inc. 401(k) Profi…$207KRwmr Hazzard Co. 401(k) Plan$207KFrozen Empire, Inc. 401(k) PlanFrozen Empire, Inc. 401(k) P…$207KRw Swanson Corp. 401(k) Plan$207KJjmi 401(k)$207K
End-of-year total assets ($M) among Katz-Dunn, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Katz-Dunn, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Katz-Dunn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$207K 31.420537850754982% vs 2022
2024 filing year
$0.15M$0.2M$0.25M 202220232024 $0.16M $0.21M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 8 $158K
2023 1 9 $243K
2024 1 8 $207K

Katz-Dunn, Inc. filing trail (2024)

Total Assets (Beginning of Year)$243K
Net Assets (End of Year)$207K
Net Income-$36K
Employer EIN274660305
Plan Effective Date2011-01-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Katz-Dunn, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Katz-Dunn, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000207057 · Participants: 8Katz-Dunn, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Katz-Dunn, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Katz-Dunn, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Katz-Dunn, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Rwmr Hazzard Co. 401(k) Plan in NC ($207K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($207K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Katz-Dunn, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Katz-Dunn, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.9% during 2024, from $243K to $207K. Reported net income was -$36K.
How have Katz-Dunn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katz-Dunn, Inc.'s sponsor-wide assets grew 31.4%, from $158K to $207K.
Where does Katz-Dunn, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Katz-Dunn, Inc. 401(k) Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Katz-Dunn, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rwmr Hazzard Co. 401(k) Plan in NC ($207K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Katz-Dunn, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 274660305.

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.