Profit Sharing · DOL Form 5500 · 2022
Leo Kaplan, Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $3.0M
- Avg per participant High balance/head
Official DOL plan name: Leo Kaplan, Ltd. Profit Sharing Plan · Sponsored by Leo Kaplan, Ltd. · Florida · Retail Trade
$6M in assets, 2 participants
Leo Kaplan, Ltd.'s Leo Kaplan, Ltd. Profit Sharing Plan reported $6M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #6,118 in Retail Trade (9,519 peers)
2022 asset change
Leo Kaplan, Ltd. Profit Sharing Plan pulled back noticeably 8.0% in 2022 ($7M → $6M) for 2 participants.
- #6,118
- in Retail Trade (9,519 peers)
- -8.0%
- assets change YoY
The plan reported a net loss of $529K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leo Kaplan, Ltd. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Leo Kaplan, Ltd. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,054,115 Top 46% higher than 54% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Leo Kaplan, Ltd. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leo Kaplan, Ltd. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 132769851 · Leo Kaplan, Ltd. PY 2022 · Profit Sharing
Leo Kaplan, Ltd. Profit Sharing Plan · $6M · 2 · 54th
- EOY $6M
- EOY 2
- EOY 54th
- EOY Profit Sharing
- EOY near Dearborn Ob & Gyn Assoc PC Employees Profit Sharing Plan
- EOY ind #6118
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 Retail Trade retirement plans → · Plans in Florida →
Leo Kaplan, Ltd. Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$529K |
| Employer EIN | 132769851 |
| Plan Effective Date | 1977-08-02 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Leo Kaplan, Ltd. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Dearborn Ob & Gyn Assoc PC Employees Profit Sharing Plan in MI ($6M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.