401(k) · DOL Form 5500 · 2022

Graham Holdings Company 401(k) Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
1,626
Participants Near avg headcount
96th
Percentile by assets National rank
$161,627
Avg per participant Above avg balance/head
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Official DOL plan name: The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees · Sponsored by Graham Holdings Company · Virginia · Educational Services

$263M in assets, 1,626 participants

Graham Holdings Company's The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees reported $263M in total assets and 1,626 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,794 in Educational Services (4,024 peers)

Coverage in Virginia

The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees covers 1,626 participants in Virginia, 2.1x the typical Virginia plan (state average ~782 per filing). Assets: $263M.

#3,794
in Educational Services (4,024 peers)
-16.6%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees's outsized position by total assets

The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees vs every filed plan by assets

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

$262,805,160 Top 4% higher than 96% 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

The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees lands in the large band (1,626 participants).

Published 5500 schedule card

Filing strip 530182885 · Graham Holdings Company PY 2022 · 401(k)

The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees · $263M · 1,626 · 96th

  • IND $263M
  • EOY 1,626
  • 5500 96th
  • ASSETS 401(k)
  • PCT near Hearthside Food Solutions 401(k) Plan
  • EIN ind #3794

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 Educational Services retirement plans → · Plans in Virginia →

The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees in the asset neighbourhood

Imi 401(k) Plan$263MThe Havi Group Limited Partnership Profit Sharing and Savings PlanThe Havi Group Limited Partn…$263MHearthside Food Solutions 401(k) PlanHearthside Food Solutions 40…$263MThe Kaplan, Inc. Tax Deferred Savings Plan for Salaried EmployeesThe Kaplan, Inc. Tax Deferre…$263MBrady Matched 401(k) Plan$263M
End-of-year total assets ($M) among The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$263M
Net Income-$52M
Employer EIN530182885
Plan Effective Date1969-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Holdings Company)

Sponsor-wide plan assets over time

All Graham Holdings Company plans reported in each filing year

Latest sponsor-wide plan assets
$4.0B 20.989154396220865% vs 2022
2024 filing year
$3B$3.5B$4B$4.5B 202220232024 $3.27B $3.95B ▲ +20.8%
Year Plans Participants Total Assets
2022 4 13,077 $3.3B
2023 4 15,936 $3.9B
2024 4 16,338 $4.0B

Nearby 401(k) Plans in Virginia

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

The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees, Total assets ($B): 0.26280516 · Participants: 1626The Kaplan, Inc. Tax Deferred Savings Plan for Salaried EmployeesNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees vs. nearby 401(k) plans in Virginia, assets vs. participants

The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Hearthside Food Solutions 401(k) Plan in IL ($263M); by covered participants it is Lifeworks (US) Ltd. 401(k) Savings Plan in GA (1,626 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($263M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,626 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 The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees assets move in 2022? ▼
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees declined sharply - down 16.6% during 2022, from $315M to $263M. Reported net income was -$52M.
How have Graham Holdings Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Holdings Company's sponsor-wide assets grew 21.0%, from $3.3B to $4.0B.
Where does The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees rank by assets among Form 5500 filers? ▼
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees? ▼
Among 401(k) plans in other states, the closest by assets is Hearthside Food Solutions 401(k) Plan in IL ($263M, 6,974 participants).
Which 401(k) plans cover a similar participant headcount to The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifeworks (US) Ltd. 401(k) Savings Plan in GA (1,626 participants, $76M in assets).