401(k) · DOL Form 5500 · 2022

Kaup Pharmacy, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
69
Participants Small participant base
64th
Percentile by assets National rank
$137,893
Avg per participant Near avg balance/head
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Official DOL plan name: Kaup Pharmacy Employees' Profit Sharing Plan and Trust · Sponsored by Kaup Pharmacy, Inc. · Ohio · Retail Trade

$10M in assets, 69 participants

Kaup Pharmacy, Inc.'s Kaup Pharmacy Employees' Profit Sharing Plan and Trust reported $10M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #7,103 in Retail Trade (9,519 peers)

Kaup Pharmacy, Inc. multi-year trail

Kaup Pharmacy, Inc.'s plans moved +35.4% in assets from 2022 to 2024; this filing shows Kaup Pharmacy Employees' Profit Sharing Plan and Trust at $10M / 69 participants.

#7,103
in Retail Trade (9,519 peers)
-19.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaup Pharmacy Employees' Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Kaup Pharmacy Employees' Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,514,628 Top 36% higher than 64% 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

Kaup Pharmacy Employees' Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaup Pharmacy Employees' Profit Sharing Plan and Trust is a small filing (69 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 341944496 · Kaup Pharmacy, Inc. PY 2022 · 401(k)

Kaup Pharmacy Employees' Profit Sharing Plan and Trust · $10M · 69 · 64th

  • EBSA $10M
  • PART 69
  • TYPE 64th
  • NET 401(k)
  • BOOK near Juniper Communities Retirement Plan
  • VS-ST ind #7103

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 Ohio →

Kaup Pharmacy Employees' Profit Sharing Plan and Trust in the asset neighbourhood

Maxus Properties,LLC 401(k) Retirement Saving PlanMaxus Properties,LLC 401(k) …$10MKaup Pharmacy Employees' Profit Sharing Plan and TrustKaup Pharmacy Employees' Pro…$10MJuniper Communities Retirement PlanJuniper Communities Retireme…$10MKensing, LLC 401(k) Plan$10MTelco Systems, Inc. Savings PlanTelco Systems, Inc. Savings …$10M
End-of-year total assets ($M) among Kaup Pharmacy Employees' Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kaup Pharmacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaup Pharmacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.36959090781058% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.51M $12.9M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 69 $10M
2023 1 63 $11M
2024 1 61 $13M

Kaup Pharmacy, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN341944496
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Kaup Pharmacy Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Kaup Pharmacy Employees' Profit Sharing Plan and Trust, Total assets ($B): 0.009514628 · Participants: 69Kaup Pharmacy Employees' Profit Sharing Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Kaup Pharmacy Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kaup Pharmacy Employees' Profit Sharing Plan and Trust side-by-side with 3 peers →

Kaup Pharmacy Employees' Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Juniper Communities Retirement Plan in NJ ($10M); by covered participants it is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Kaup Pharmacy Employees' Profit Sharing Plan and Trust assets move in 2022? ▼
Kaup Pharmacy Employees' Profit Sharing Plan and Trust declined sharply - down 19.1% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Kaup Pharmacy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaup Pharmacy, Inc.'s sponsor-wide assets grew 35.4%, from $10M to $13M.
Which 401(k) plans are similar in size to Kaup Pharmacy Employees' Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Juniper Communities Retirement Plan in NJ ($10M, 1,039 participants).
Which 401(k) plans cover a similar participant headcount to Kaup Pharmacy Employees' Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Technologies, Inc. 401(k) Plan in MI (69 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 341944496.

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.