Profit Sharing · DOL Form 5500 · 2023

Bruce S. Kaplan, P.a. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Bruce S. Kaplan, P.a. Profit Sharing Plan · Sponsored by Bruce S. Kaplan, P.a. · Florida · Professional & Technical Services

$2M in assets, 2 participants

Bruce S. Kaplan, P.a.'s Bruce S. Kaplan, P.a. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,877 in Professional & Technical Services (20,321 peers)

Bruce S. Kaplan, P.a. multi-year trail

Bruce S. Kaplan, P.a.'s plans moved +38.0% in assets from 2022 to 2024; this filing shows Bruce S. Kaplan, P.a. Profit Sharing Plan at $2M / 2 participants.

#5,877
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY

Bruce S. Kaplan, P.a. Profit Sharing Plan among the smaller filed plans by assets

Bruce S. Kaplan, P.a. Profit Sharing Plan vs every filed plan by assets

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

$2,390,052 33rd percentile higher than 33% 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

Bruce S. Kaplan, P.a. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bruce S. Kaplan, P.a. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bruce S. Kaplan, P.a. Profit Sharing Plan reported net income rose from -$145K in the plan year 2022 filing to $394K in the plan year 2023 filing.
  • Bruce S. Kaplan, P.a. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593483214 · Bruce S. Kaplan, P.a. PY 2023 · Profit Sharing

Bruce S. Kaplan, P.a. Profit Sharing Plan · $2M · 2 · 33rd

  • NET $2M
  • NET 2
  • NET 33rd
  • NET Profit Sharing
  • NET near Property Solutions, Inc. Profit Sharing Plan
  • NET ind #5877

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 Professional & Technical Services retirement plans → · Plans in Florida →

Bruce S. Kaplan, P.a. Profit Sharing Plan in the asset neighbourhood

Bruce S. Kaplan, P.a. Profit Sharing PlanBruce S. Kaplan, P.a. Profit…$2MProperty Solutions, Inc. Profit Sharing PlanProperty Solutions, Inc. Pro…$2MProfit Sharing Plan of Blue Mountain Associates, PCProfit Sharing Plan of Blue …$2MJames Testa & Peter Muglia Dds Profit SharingJames Testa & Peter Muglia D…$2MHooked on Toys, Inc. Profit Sharing PlanHooked on Toys, Inc. Profit …$2M
End-of-year total assets ($M) among Bruce S. Kaplan, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bruce S. Kaplan, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Bruce S. Kaplan, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.99367550279352% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2M $2.75M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Bruce S. Kaplan, P.a. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$394K
Employer EIN593483214
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bruce S. Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Bruce S. Kaplan, P.a. Profit Sharing Plan, Total assets ($B): 0.002390052 · Participants: 2Bruce S. Kaplan, P.a. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Bruce S. Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Bruce S. Kaplan, P.a. Profit Sharing Plan side-by-side with 3 peers →

Bruce S. Kaplan, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Property Solutions, Inc. Profit Sharing Plan in VA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Bruce S. Kaplan, P.a. Profit Sharing Plan assets move in 2023? ▼
Bruce S. Kaplan, P.a. Profit Sharing Plan grew sharply - up 19.7% during 2023, from $2M to $2M. Reported net income was $394K.
How have Bruce S. Kaplan, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce S. Kaplan, P.a.'s sponsor-wide assets grew 38.0%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Bruce S. Kaplan, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Property Solutions, Inc. Profit Sharing Plan in VA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Bruce S. Kaplan, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 593483214.

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.