Profit Sharing · DOL Form 5500 · 2022
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan
Data updated 2026-08-06
- $39M
- Total assets
- 17
- Participants
- 86th
- Percentile by assets
- $2.3M
- Avg per participant
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.
- 86th percentile by assets (of 139,258 plans)
- #18,685 in Professional & Technical Services (21,577 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.
- $39M
- total plan assets (2022 EOY)
- 17
- covered participants
- 86th
- percentile by assets (of 139,258 plans)
- $2.3M
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan outranks 86% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$15M |
| Employer EIN | 411352003 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaplan, Strangis & Kaplan, P.a.)
| 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
- Essentia Health Retirement Plan $1.6B · 14,444
- Pipe Trades Services Mn Pension Supplement Fund $1.4B · 6,268
- Allina 403(b) Retirement Savings Plan $847M · 10,170
- Fairview Health Services Pension Plan $542M · 5,177
- Cargill Employee Retirement Account Plan $397M · 18,794
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan by total assets, not by location.
- Sheet Metal Workers Local 46 Annuity Plan (NY) $39M · 379
- Heifer International 403(b) Plan (AR) $39M · 228
- Whap PA Profit Sharing Plan (NC) $39M · N/A
- Teamsters Local 676 and Employers Annuity Fund (NJ) $39M · 668
Frequently Asked Questions
How did Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan assets move in 2022? ▼
How have Kaplan, Strangis & Kaplan, P.a. plan assets changed over time? ▼
Where does Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan? ▼
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Ways to act on Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan's numbers.
- By total assets, Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- Kaplan, Strangis & Kaplan, P.a.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans