401(k) · DOL Form 5500 · 2022

Kaplan Development Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2,898
Participants Above avg headcount
41st
Percentile by assets National rank
$1,092
Avg per participant Low balance/head
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Official DOL plan name: Kaplan Development 401(k) Plan · Sponsored by Kaplan Development Group, LLC · New York · Other Services

$3M in assets, 2,898 participants

Kaplan Development Group, LLC's Kaplan Development 401(k) Plan reported $3M in total assets and 2,898 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #5,273 in Other Services (8,398 peers)

Coverage in New York

Kaplan Development 401(k) Plan covers 2,898 participants in New York, 3.6x the typical New York plan (state average ~798 per filing). Assets: $3M.

#5,273
in Other Services (8,398 peers)
-7.1%
assets change YoY

The plan reported a net loss of $240K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaplan Development 401(k) Plan's mid-pack asset rank among Other Services and all filers

Kaplan Development 401(k) Plan vs every filed plan by assets

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

$3,165,054 41st percentile higher than 41% 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 Development 401(k) Plan'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. Kaplan Development 401(k) Plan lands in the large band (2,898 participants).

DOL schedule card

Filing strip 010573210 · Kaplan Development Group, LLC PY 2022 · 401(k)

Kaplan Development 401(k) Plan · $3M · 2,898 · 41st

  • BOOK $3M
  • VS-ST 2,898
  • BOY 41st
  • SCH 401(k)
  • EBSA near Volkswagen of Wesley Chapel 401(k) Plan
  • PART ind #5273

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 Other Services retirement plans → · Plans in New York →

Kaplan Development 401(k) Plan in the asset neighbourhood

Kaplan Development 401(k) PlanKaplan Development 401(k) Pl…$3MVolkswagen of Wesley Chapel 401(k) PlanVolkswagen of Wesley Chapel …$3MRichard Claveria, M.D., a P.C. Profit Sharing PlanRichard Claveria, M.D., a P.…$3M403(b) Thrift Plan for Employees of Enmrsh, Inc.403(b) Thrift Plan for Emplo…$3MDml 401(k) Plan$3M
End-of-year total assets ($M) among Kaplan Development 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$240K
Employer EIN010573210
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaplan Development Group, LLC)

Sponsor-wide plan assets over time

All Kaplan Development Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 55.31444329227874% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.17M $4.92M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 2,898 $3M
2023 1 2,907 $4M
2024 1 887 $5M

Nearby 401(k) Plans in New York

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

Kaplan Development 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kaplan Development 401(k) Plan, Total assets ($B): 0.003165054 · Participants: 2898Kaplan Development 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Kaplan Development 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kaplan Development 401(k) Plan side-by-side with 3 peers →

Kaplan Development 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Volkswagen of Wesley Chapel 401(k) Plan in FL ($3M); by covered participants it is Wilbur-Ellis 401(k) Plan in CA (2,898 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,898 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 Development 401(k) Plan assets move in 2022? ▼
Kaplan Development 401(k) Plan pulled back noticeably - down 7.1% during 2022, from $3M to $3M. Reported net income was -$240K.
How have Kaplan Development Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaplan Development Group, LLC's sponsor-wide assets grew 55.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Kaplan Development 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Volkswagen of Wesley Chapel 401(k) Plan in FL ($3M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Kaplan Development 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wilbur-Ellis 401(k) Plan in CA (2,898 participants, $325M 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 010573210.

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.