401(k) · DOL Form 5500 · 2022

Kaplan Early Learning Company 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
866
Participants Near avg headcount
84th
Percentile by assets National rank
$38,380
Avg per participant Low balance/head
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Official DOL plan name: Kelc 401(k) Savings Plan · Sponsored by Kaplan Early Learning Company · North Carolina · Wholesale Trade

$33M in assets, 866 participants

Kaplan Early Learning Company's Kelc 401(k) Savings Plan reported $33M in total assets and 866 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,753 in Wholesale Trade (6,843 peers)

Where Kelc 401(k) Savings Plan sits by assets

Kelc 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $33M for 866 participants (~$38,380/participant), down 7.0% in 2022.

#5,753
in Wholesale Trade (6,843 peers)
-7.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelc 401(k) Savings Plan's outsized position by total assets

Kelc 401(k) Savings Plan vs every filed plan by assets

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

$33,236,805 Top 16% higher than 84% 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

Kelc 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelc 401(k) Savings Plan sits mid-pack in the medium band (866 participants).

DOL schedule card

Filing strip 560935286 · Kaplan Early Learning Company PY 2022 · 401(k)

Kelc 401(k) Savings Plan · $33M · 866 · 84th

  • EOY $33M
  • EOY 866
  • EOY 84th
  • EOY 401(k)
  • EOY near Adare Pharmaceuticals, Inc. 401(k) Plan
  • EOY ind #5753

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Kelc 401(k) Savings Plan in the asset neighbourhood

Berwind Corporation 401(k) Savings PlanBerwind Corporation 401(k) S…$33MKelc 401(k) Savings Plan$33MAdare Pharmaceuticals, Inc. 401(k) PlanAdare Pharmaceuticals, Inc. …$33MQuality Liquid Feeds 401(k) Profit Sharing PlanQuality Liquid Feeds 401(k) …$33MRoot Retirement Plan$33M
End-of-year total assets ($M) among Kelc 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$33M
Net Income-$3M
Employer EIN560935286
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaplan Early Learning Company)

Sponsor-wide plan assets over time

All Kaplan Early Learning Company plans reported in each filing year

Latest sponsor-wide plan assets
$38M 13.652356175631203% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $33.2M $37.8M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 866 $33M
2023 1 1,665 $35M
2024 1 1,440 $38M

Nearby 401(k) Plans in North Carolina

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

Kelc 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Kelc 401(k) Savings Plan, Total assets ($B): 0.033236805 · Participants: 866Kelc 401(k) Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Kelc 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Kelc 401(k) Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Adare Pharmaceuticals, Inc. 401(k) Plan in NJ ($33M); by covered participants it is Esgw 401(k) Retirement Plan in MT (866 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (866 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 Kelc 401(k) Savings Plan assets move in 2022? ▼
Kelc 401(k) Savings Plan pulled back noticeably - down 7.0% during 2022, from $36M to $33M. Reported net income was -$3M.
How have Kaplan Early Learning Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaplan Early Learning Company's sponsor-wide assets grew 13.7%, from $33M to $38M.
Where does Kelc 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Kelc 401(k) Savings Plan ranks in the 84th 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 401(k) plans are similar in size to Kelc 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adare Pharmaceuticals, Inc. 401(k) Plan in NJ ($33M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Kelc 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Esgw 401(k) Retirement Plan in MT (866 participants, $9M 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 560935286.

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.