Profit Sharing · DOL Form 5500 · 2022

Kaw Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$471K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$157,161
Avg per participant Above avg balance/head
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Official DOL plan name: Kaw Investments, Inc. Retirement Plan · Sponsored by Kaw Investments, Inc. · Oklahoma · Retail Trade

$471K in assets, 3 participants

Kaw Investments, Inc.'s Kaw Investments, Inc. Retirement Plan reported $471K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,549 in Retail Trade (9,519 peers)

Kaw Investments, Inc. multi-year trail

Kaw Investments, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Kaw Investments, Inc. Retirement Plan at $471K / 3 participants.

#2,549
in Retail Trade (9,519 peers)
+36.5%
assets growth YoY

Kaw Investments, Inc. Retirement Plan among the smaller filed plans by assets

Kaw Investments, Inc. Retirement Plan vs every filed plan by assets

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

$471,482 18th percentile higher than 18% 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

Kaw Investments, Inc. Retirement 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. Kaw Investments, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 815145312 · Kaw Investments, Inc. PY 2022 · Profit Sharing

Kaw Investments, Inc. Retirement Plan · $471K · 3 · 18th

  • VS-ST $471K
  • VS-ST 3
  • VS-ST 18th
  • VS-ST Profit Sharing
  • VS-ST near In-Pact, Inc. Profit Sharing Plan
  • VS-ST ind #2549

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 Retail Trade retirement plans → · Plans in Oklahoma →

Kaw Investments, Inc. Retirement Plan in the asset neighbourhood

Kaw Investments, Inc. Retirement PlanKaw Investments, Inc. Retire…$471KIn-Pact, Inc. Profit Sharing PlanIn-Pact, Inc. Profit Sharing…$471KHerbert G. Mitchell Jr., Profit Sharing PlanHerbert G. Mitchell Jr., Pro…$472KSchubert Ventures Inc. Retirement PlanSchubert Ventures Inc. Retir…$471KAnanda Tech Solutions, Inc. Retirement PlanAnanda Tech Solutions, Inc. …$471K
End-of-year total assets ($M) among Kaw Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kaw Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaw Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$595K 26.20927204007788% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.47M $0.6M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 3 $471K
2023 1 2 $563K
2024 1 4 $595K

Kaw Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$346K
Net Assets (End of Year)$471K
Net Income$126K
Employer EIN815145312
Plan Effective Date2017-01-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

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

Kaw Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Kaw Investments, Inc. Retirement Plan, Total assets ($M): 0.471482 · Participants: 3Kaw Investments, Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 102.823168 · Participants: 975Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 27.742286 · Participants: 762Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 22.347701 · Participants: 148Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 17.85283 · Participants: 9Veenker Resources, Inc. Profit Sharing PlanMidlands Management Corporation 401(k) Plan, Total assets ($M): 8.717595 · Participants: 74Midlands Management Corporation 401(k) Plan
Kaw Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Kaw Investments, Inc. Retirement Plan side-by-side with 3 peers →

Kaw Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is In-Pact, Inc. Profit Sharing Plan in IN ($471K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($471K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

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 Kaw Investments, Inc. Retirement Plan assets move in 2022? ▼
Kaw Investments, Inc. Retirement Plan surged - up 36.5% during 2022, from $346K to $471K. Reported net income was $126K.
How have Kaw Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaw Investments, Inc.'s sponsor-wide assets grew 26.2%, from $471K to $595K.
Where does Kaw Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Kaw Investments, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Kaw Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is In-Pact, Inc. Profit Sharing Plan in IN ($471K, 139 participants).
Which Profit Sharing plans cover a similar participant headcount to Kaw Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 815145312.

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.