Profit Sharing · DOL Form 5500 · 2024

Harry Kotlar & Co. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$572,810
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harry Kotlar & Co. Amended Profit Sharing Plan · Sponsored by Harry Kotlar & Co. · California · Wholesale Trade

$2M in assets, 4 participants

Harry Kotlar & Co.'s Harry Kotlar & Co. Amended Profit Sharing Plan reported $2M in total assets and 4 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.

  • #1,227 in Wholesale Trade (6,080 peers)

Harry Kotlar & Co. multi-year trail

Harry Kotlar & Co.'s plans moved +40.2% in assets from 2022 to 2024; this filing shows Harry Kotlar & Co. Amended Profit Sharing Plan at $2M / 4 participants.

#1,227
in Wholesale Trade (6,080 peers)
+11.9%
assets growth YoY

Harry Kotlar & Co. Amended Profit Sharing Plan among the smaller filed plans by assets

Harry Kotlar & Co. Amended Profit Sharing Plan vs every filed plan by assets

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

$2,291,241 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

Harry Kotlar & Co. Amended 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. Harry Kotlar & Co. Amended Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harry Kotlar & Co. Amended Profit Sharing Plan reported net income fell from $414K in the plan year 2023 filing to $243K in the plan year 2024 filing.
  • Harry Kotlar & Co. Amended Profit Sharing 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 952482929 · Harry Kotlar & Co. PY 2024 · Profit Sharing

Harry Kotlar & Co. Amended Profit Sharing Plan · $2M · 4 · 31st

  • IND $2M
  • EOY 4
  • 5500 31st
  • ASSETS Profit Sharing
  • PCT near Logan Electric Co., Inc. Employee Profit Sharing Plan
  • EIN ind #1227

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 Wholesale Trade retirement plans → · Plans in California →

Harry Kotlar & Co. Amended Profit Sharing Plan in the asset neighbourhood

Harry Kotlar & Co. Amended Profit Sharing PlanHarry Kotlar & Co. Amended P…$2MLogan Electric Co., Inc. Employee Profit Sharing PlanLogan Electric Co., Inc. Emp…$2MLyons Tool & Engineering Inc. Profit Sharing PlanLyons Tool & Engineering Inc…$2MAatc8 Inc. Retirement Plan$2MSinger Lumber Co Inc Profit Sharing PlanSinger Lumber Co Inc Profit …$2M
End-of-year total assets ($M) among Harry Kotlar & Co. Amended Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Harry Kotlar & Co. multi-year asset trail

Sponsor-wide plan assets over time

All Harry Kotlar & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.19271258132433% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.63M $2.29M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Harry Kotlar & Co. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$243K
Employer EIN952482929
Plan Effective Date1967-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Harry Kotlar & Co. Amended Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Harry Kotlar & Co. Amended Profit Sharing Plan, Total assets ($B): 0.002291241 · Participants: 4Harry Kotlar & Co. Amended Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Harry Kotlar & Co. Amended Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Harry Kotlar & Co. Amended Profit Sharing Plan side-by-side with 3 peers →

Harry Kotlar & Co. Amended Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Logan Electric Co., Inc. Employee Profit Sharing Plan in AR ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Harry Kotlar & Co. Amended Profit Sharing Plan assets move in 2024? ▼
Harry Kotlar & Co. Amended Profit Sharing Plan grew at a solid clip - up 11.9% during 2024, from $2M to $2M. Reported net income was $243K.
How have Harry Kotlar & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harry Kotlar & Co.'s sponsor-wide assets grew 40.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Harry Kotlar & Co. Amended Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Logan Electric Co., Inc. Employee Profit Sharing Plan in AR ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Harry Kotlar & Co. Amended Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 952482929.

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.