Profit Sharing · DOL Form 5500 · 2022

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
17
Participants Small participant base
86th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan · Sponsored by Kaplan, Strangis & Kaplan, P.a. · Minnesota · Professional & Technical Services

$39M in assets, 17 participants

Kaplan, Strangis & Kaplan, P.a.'s Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan reported $39M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,671 in Professional & Technical Services (21,562 peers)

Where Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan sits by assets

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $39M for 17 participants (~$2.3M/participant), down 28.2% in 2022.

#18,671
in Professional & Technical Services (21,562 peers)
-28.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan's outsized position by total assets

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs every filed plan by assets

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

$38,915,129 Top 14% higher than 86% 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

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

DOL schedule card

Filing strip 411352003 · Kaplan, Strangis & Kaplan, P.a. PY 2022 · Profit Sharing

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan · $39M · 17 · 86th

  • SCH $39M
  • EBSA 17
  • PART 86th
  • TYPE Profit Sharing
  • NET near Sheet Metal Workers Local 46 Annuity Plan
  • BOOK ind #18671

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 Minnesota →

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan in the asset neighbourhood

Whap PA Profit Sharing Plan$39MSheet Metal Workers Local 46 Annuity PlanSheet Metal Workers Local 46…$39MKaplan, Strangis & Kaplan, P.a. Profit Sharing PlanKaplan, Strangis & Kaplan, P…$39MHeifer International 403(b) PlanHeifer International 403(b) …$39MTeamsters Local 676 and Employers Annuity FundTeamsters Local 676 and Empl…$39M
End-of-year total assets ($M) among Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$39M
Net Income-$15M
Employer EIN411352003
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaplan, Strangis & Kaplan, P.a.)

Sponsor-wide plan assets over time

All Kaplan, Strangis & Kaplan, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 6.0131857715286% vs 2022
2024 filing year
$38M$39M$40M$41M$42M 202220232024 $38.9M $41.3M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 17 $39M
2023 1 21 $41M
2024 1 19 $41M

Nearby Profit Sharing Plans in Minnesota

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

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan, Total assets ($B): 0.038915129 · Participants: 17Kaplan, Strangis & Kaplan, P.a. Profit Sharing PlanEssentia Health Retirement Plan, Total assets ($B): 1.61318726 · Participants: 14444Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.394999238 · Participants: 6268Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.846612268 · Participants: 10170Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.542260343 · Participants: 5177Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.397133832 · Participants: 18794Cargill Employee Retirement Account Plan
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest Profit Sharing by assets is Sheet Metal Workers Local 46 Annuity Plan in NY ($39M); by covered participants it is Akrmar Enterprises Inc. Profit Sharing Plan in OH (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan assets move in 2022? ▼
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan declined sharply - down 28.2% during 2022, from $54M to $39M. Reported net income was -$15M.
How have Kaplan, Strangis & Kaplan, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaplan, Strangis & Kaplan, P.a.'s sponsor-wide assets grew 6.0%, from $39M to $41M.
Where does Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sheet Metal Workers Local 46 Annuity Plan in NY ($39M, 379 participants).
Which Profit Sharing plans cover a similar participant headcount to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Akrmar Enterprises Inc. Profit Sharing Plan in OH (17 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 411352003.

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.