Profit Sharing · DOL Form 5500 · 2022

Bruce S. Kaplan, P.a. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$998,024
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bruce S. Kaplan, P.a. Profit Sharing Plan · Sponsored by Bruce S. Kaplan, P.a. · Florida · Professional & Technical Services

$2M in assets, 2 participants

Bruce S. Kaplan, P.a.'s Bruce S. Kaplan, P.a. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,544 in Professional & Technical Services (21,562 peers)

Bruce S. Kaplan, P.a. multi-year trail

Bruce S. Kaplan, P.a.'s plans moved +38.0% in assets from 2022 to 2024; this filing shows Bruce S. Kaplan, P.a. Profit Sharing Plan at $2M / 2 participants.

#6,544
in Professional & Technical Services (21,562 peers)
-6.8%
assets change YoY

The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bruce S. Kaplan, P.a. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bruce S. Kaplan, P.a. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,996,048 34th percentile higher than 34% of 139,123 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 2022

Bruce S. Kaplan, P.a. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bruce S. Kaplan, P.a. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 593483214 · Bruce S. Kaplan, P.a. PY 2022 · Profit Sharing

Bruce S. Kaplan, P.a. Profit Sharing Plan · $2M · 2 · 34th

  • NET $2M
  • NET 2
  • NET 34th
  • NET Profit Sharing
  • NET near The R.T. Kuntz Co., Inc. Profit Sharing Plan
  • NET ind #6544

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 Florida →

Bruce S. Kaplan, P.a. Profit Sharing Plan in the asset neighbourhood

Bruce S. Kaplan, P.a. Profit Sharing PlanBruce S. Kaplan, P.a. Profit…$2MThe R.T. Kuntz Co., Inc. Profit Sharing PlanThe R.T. Kuntz Co., Inc. Pro…$2MR&r Marine Corp. Retirement PlanR&r Marine Corp. Retirement …$2MDubois Continuum of Care Community, Inc. 403(b) PlanDubois Continuum of Care Com…$2MBinghamton Hardware & Hvac Supply Corp Profit Sharing PlanBinghamton Hardware & Hvac S…$2M
End-of-year total assets ($M) among Bruce S. Kaplan, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Bruce S. Kaplan, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Bruce S. Kaplan, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.99367550279352% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2M $2.75M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Bruce S. Kaplan, P.a. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$145K
Employer EIN593483214
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Bruce S. Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Bruce S. Kaplan, P.a. Profit Sharing Plan, Total assets ($B): 0.001996048 · Participants: 2Bruce S. Kaplan, P.a. Profit Sharing PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Bruce S. Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Bruce S. Kaplan, P.a. Profit Sharing Plan side-by-side with 3 peers →

Bruce S. Kaplan, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is The R.T. Kuntz Co., Inc. Profit Sharing Plan in NJ ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bruce S. Kaplan, P.a. Profit Sharing Plan assets move in 2022? ▼
Bruce S. Kaplan, P.a. Profit Sharing Plan pulled back noticeably - down 6.8% during 2022, from $2M to $2M. Reported net income was -$145K.
How have Bruce S. Kaplan, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce S. Kaplan, P.a.'s sponsor-wide assets grew 38.0%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Bruce S. Kaplan, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The R.T. Kuntz Co., Inc. Profit Sharing Plan in NJ ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Bruce S. Kaplan, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593483214.

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.