401(k) · DOL Form 5500 · 2024
Torkildson Katz, a Law Corporation 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 25
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Torkildson Katz, a Law Corporation-Profit Sharing Plan · Sponsored by Torkildson Katz, a Law Corporation · Hawaii · Professional & Technical Services
$34M in assets, 25 participants
Torkildson Katz, a Law Corporation's Torkildson Katz, a Law Corporation-Profit Sharing Plan reported $34M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #16,037 in Professional & Technical Services (20,173 peers)
Where Torkildson Katz, a Law Corporation-Profit Sharing Plan sits by assets
Torkildson Katz, a Law Corporation-Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 25 participants (~$1.4M/participant), down 18.1% in 2024.
- #16,037
- in Professional & Technical Services (20,173 peers)
- -18.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Torkildson Katz, a Law Corporation-Profit Sharing Plan's outsized position by total assets
Torkildson Katz, a Law Corporation-Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,134,651 Top 21% higher than 79% 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
Torkildson Katz, a Law Corporation-Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Torkildson Katz, a Law Corporation-Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Torkildson Katz, a Law Corporation-Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Torkildson Katz, a Law Corporation-Profit Sharing Plan reported participants rose from 21 in the plan year 2023 filing to 25 in the plan year 2024 filing.
- Torkildson Katz, a Law Corporation-Profit Sharing Plan end-of-year assets fell from $42M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990155867 · Torkildson Katz, a Law Corporation PY 2024 · 401(k)
Torkildson Katz, a Law Corporation-Profit Sharing Plan · $34M · 25 · 79th
- EOY $34M
- EOY 25
- EOY 79th
- EOY 401(k)
- EOY near Creative & Response Research Services, Inc. Eps and 401(k) Plan
- EOY ind #16037
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 Hawaii →
Torkildson Katz, a Law Corporation-Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$8M |
| Employer EIN | 990155867 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Torkildson Katz, a Law Corporation)
Sponsor-wide plan assets over time
All Torkildson Katz, a Law Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 7.2559517372807445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $37M |
| 2023 | 1 | 21 | $42M |
| 2024 | 1 | 25 | $34M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $2.0B · 9,096
- Bank of Hawaii Retirement Savings Plan $820M · 1,895
- Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
- Kamehameha Schools 401(k) Retirement Savings Plan $653M · 2,514
Torkildson Katz, a Law Corporation-Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Creative & Response Research Services, Inc. Eps and 401(k) Plan in IL ($34M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Idaho Skin Surgery Center 401(k) Plan (ID) 25 · 0 off
- Cullman Primary Care, P.C. 401(k) Profit Sharing Plan (AL) 25 · 0 off
- Mika Digital Services, Inc. 401(k) Plan (TX) 25 · 0 off
- First State Bank 401(k) Plan (OK) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.