401(k) · DOL Form 5500 · 2024

Kenneth P. Franzese Single (K) 401(k) 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: Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese · Sponsored by Kenneth P. Franzese Single (K) · Illinois · Real Estate

$2M in assets, 2 participants

Kenneth P. Franzese Single (K)'s Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese 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.

  • #2,310 in Real Estate (4,605 peers)

Kenneth P. Franzese Single (K) multi-year trail

Kenneth P. Franzese Single (K)'s plans moved +49.7% in assets from 2022 to 2024; this filing shows Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese at $2M / 2 participants.

#2,310
in Real Estate (4,605 peers)
+24.7%
assets growth YoY

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese among the smaller filed plans by assets

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs every filed plan by assets

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

$2,279,055 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

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese reported net income rose from $305K in the plan year 2023 filing to $451K in the plan year 2024 filing.
  • Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese 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 353462812 · Kenneth P. Franzese Single (K) PY 2024 · 401(k)

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese · $2M · 2 · 31st

  • VS-ST $2M
  • BOY 2
  • SCH 31st
  • EBSA 401(k)
  • PART near Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2310

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 Real Estate retirement plans → · Plans in Illinois →

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese in the asset neighbourhood

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseKenneth P. Franzese Group Si…$2MShadow Lake Associates, Inc. 401(k) Profit Sharing PlanShadow Lake Associates, Inc.…$2MOtter Lake Technologies, LLC 401(k) PlanOtter Lake Technologies, LLC…$2MColonial Oaks Senior Living Employer LLC 401(k) PlanColonial Oaks Senior Living …$2MShowalter Construction Company 401(k) PspShowalter Construction Compa…$2M
End-of-year total assets ($M) among Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kenneth P. Franzese Single (K) multi-year asset trail

Sponsor-wide plan assets over time

All Kenneth P. Franzese Single (K) plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.67245574458444% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.52M $2.28M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Kenneth P. Franzese Single (K) filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$451K
Employer EIN353462812
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese, Total assets ($B): 0.002279055 · Participants: 2Kenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese side-by-side with 3 peers →

Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan in NJ ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (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 Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese assets move in 2024? ▼
Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese grew sharply - up 24.7% during 2024, from $2M to $2M. Reported net income was $451K.
How have Kenneth P. Franzese Single (K) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kenneth P. Franzese Single (K)'s sponsor-wide assets grew 49.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese? ▼
Among 401(k) plans in other states, the closest by assets is Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan in NJ ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (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 353462812.

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.