401(k) · DOL Form 5500 · 2023

Kapnick and Company, Inc. Dba Kapnick Insurance Group 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
172
Participants Small participant base
81st
Percentile by assets National rank
$201,239
Avg per participant Above avg balance/head
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Official DOL plan name: Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust · Sponsored by Kapnick and Company, Inc. Dba Kapnick Insurance Group · Michigan · Finance & Insurance

$35M in assets, 172 participants

Kapnick and Company, Inc. Dba Kapnick Insurance Group's Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust reported $35M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,323 in Finance & Insurance (8,869 peers)

Coverage in Michigan

Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust covers 172 participants in Michigan, about 27% of the average Michigan filer (state average ~638 per filing). Assets: $35M.

#6,323
in Finance & Insurance (8,869 peers)
+24.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust's outsized position by total assets

Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$34,613,146 Top 19% higher than 81% of 127,068 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 2023

Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust reported participants rose from 167 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381902430 · Kapnick and Company, Inc. Dba Kapnick Insurance Group PY 2023 · 401(k)

Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust · $35M · 172 · 81st

  • VS-ST $35M
  • BOY 172
  • SCH 81st
  • EBSA 401(k)
  • PART near Superior Construction Co., Inc. Employees' 401(k) Savings Plan
  • TYPE ind #6323

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 Finance & Insurance retirement plans → · Plans in Michigan →

Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust in the asset neighbourhood

Gi Partners of Illinois, LLC 401(k) PlanGi Partners of Illinois, LLC…$35MTencate Protective Fabrics Savings PlanTencate Protective Fabrics S…$35MKapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and TrustKapnick and Company, Inc. Pr…$35MSuperior Construction Co., Inc. Employees' 401(k) Savings PlanSuperior Construction Co., I…$35MRosenberg & Estis PC 401(k) Profit Sharing Plan & TrustRosenberg & Estis PC 401(k) …$35M
End-of-year total assets ($M) among Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN381902430
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kapnick and Company, Inc. Dba Kapnick Insurance Group)

Sponsor-wide plan assets over time

All Kapnick and Company, Inc. Dba Kapnick Insurance Group plans reported in each filing year

Latest sponsor-wide plan assets
$41M 48.39320599929557% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.7M $41.2M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 167 $28M
2023 1 172 $35M
2024 1 192 $41M

Nearby 401(k) Plans in Michigan

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

Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust, Total assets ($B): 0.034613146 · Participants: 172Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust side-by-side with 3 peers →

Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Superior Construction Co., Inc. Employees' 401(k) Savings Plan in FL ($35M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust assets move in 2023? ▼
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust grew sharply - up 24.8% during 2023, from $28M to $35M. Reported net income was $7M.
How have Kapnick and Company, Inc. Dba Kapnick Insurance Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kapnick and Company, Inc. Dba Kapnick Insurance Group's sponsor-wide assets grew 48.4%, from $28M to $41M.
Where does Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Superior Construction Co., Inc. Employees' 401(k) Savings Plan in FL ($35M, 787 participants).
Which 401(k) plans cover a similar participant headcount to Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (172 participants, $130K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 381902430.

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.