Filings through Sep 24, 2026.

Retirement plan

Pizzi Family Trust Pension Plan

Name: PIZZI FAMILY TRUST - PIZZI FAMILY TRUST PENSION PLAN (2025) Form 5500
Creator: PIZZI FAMILY TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIZZI FAMILY TRUST PENSION PLAN, PIZZI FAMILY TRUST

Pizzi Family TrustEIN 04-2276287Plan #001PY 2025

1372 HANCOCK STREET, SUITE 202 - QUINCY, MA 02169617-267-9179

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$70K

+43.3% from 2024

Total participants

0.0% from 2024

Average account balance

$23,404

+43.3% from 2024

Annual return

10.63%

+5.51 pp from 2024

Benchmarks

See 17,510 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,510 peers

Snapshot2025

See peer percentile detail with Pro.

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Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$528

$528 / participant

Other / not subdivided$528100.0%

% of EOY assets

0.752%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Filings through Sep 24, 2026.

Retirement plan

Pizzi Family Trust Pension Plan

Pizzi Family TrustEIN 04-2276287Plan #001PY 2025

1372 HANCOCK STREET, SUITE 202 - QUINCY, MA 02169617-267-9179

Prospect flagsNo flags tripped

People on file1 contact

DM
Diane M. Heckley
Filing signerFiling signer
#001
PY 2025

5500 filings10 filings · 2016–2025

20255500-SFMoney purchaseLatest

5500 PDF

How to read this page

Total assets (EOY)

$70K

+43.3% from 2024

Total participants

0.0% from 2024

Average account balance

$23,404

+43.3% from 2024

Annual return

10.63%

+5.51 pp from 2024

Benchmarks

See 17,510 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,510 peers

Snapshot2025

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$528

$528 / participant

Other / not subdivided$528100.0%

% of EOY assets

0.752%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Pizzi Family Trust Pension Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Pizzi Family Trust Pension Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion