401(k) · DOL Form 5500 · 2023

Creative Planning Legal, P.a. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 100
Participants Small participant base: 55th
Percentile by assets National rank: $83,247
Avg per participant Below avg balance/head

Official DOL plan name: Creative Planning Legal, P.a. Employer Retirement Contribution Plan · Sponsored by Creative Planning Legal, P.a. · Kansas · Professional & Technical Services

$8M in assets, 100 participants

Creative Planning Legal, P.a.'s Creative Planning Legal, P.a. Employer Retirement Contribution Plan reported $8M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#10,802 in Professional & Technical Services (20,321 peers)

Coverage in Kansas

Creative Planning Legal, P.a. Employer Retirement Contribution Plan covers 100 participants in Kansas, about 28% of the average Kansas filer (state average ~360 per filing). Assets: $8M.

#10,802
in Professional & Technical Services (20,321 peers): +59.1%
assets growth YoY

Creative Planning Legal, P.a. Employer Retirement Contribution Plan's mid-pack asset rank among Professional & Technical Services and all filers

Creative Planning Legal, P.a. Employer Retirement Contribution Plan vs every filed plan by assets

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

$8,324,711 Top 45% higher than 55% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Creative Planning Legal, P.a. Employer Retirement Contribution Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Creative Planning Legal, P.a. Employer Retirement Contribution Plan is a small filing (100 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 431807084 · Creative Planning Legal, P.a. PY 2023 · 401(k)

Creative Planning Legal, P.a. Employer Retirement Contribution Plan · $8M · 100 · 55th

SCH $8M
EBSA 100
PART 55th
TYPE 401(k)
NET near Louis Shanks of Texas, Inc. 401(k) Profit Sharing Plan
BOOK ind #10802

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 Kansas →

End-of-year total assets ($M) among Creative Planning Legal, P.a. Employer Retirement Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$8M
Net Income	$3M
Employer EIN	431807084
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Creative Planning Legal, P.a. Employer Retirement Contribution Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Koch Employees' Savings Plan $3.9B · 11,911
Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
Black & Veatch Retirement Program $2.7B · 6,890
Garmin International, Inc. Retirement Plan $1.8B · 6,332
Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704

Compare Creative Planning Legal, P.a. Employer Retirement Contribution Plan side-by-side with 3 peers →

Creative Planning Legal, P.a. Employer Retirement Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Louis Shanks of Texas, Inc. 401(k) Profit Sharing Plan in TX ($8M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Louis Shanks of Texas, Inc. 401(k) Profit Sharing Plan (TX) $8M · 55
Ojo Labs 401(k) Plan (TX) $8M · 243
Ronan Telephone Company Profit Sharing Plan and Trust (MT) $8M · 34
Skillnet Solutions, Inc. 401(k) Profit Sharing Plan (CA) $8M · 71

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

Carteret Management Corporation 401(k) Plan (FL) 100 · 0 off
Tantara Transportation Corp. 401(k) Plan & Trust (IA) 100 · 0 off
Alexander's Contract Services, Inc.401-K Plan (CA) 100 · 0 off
Coffman Truck Sales, Inc. 401(k) Plan (IL) 100 · 0 off

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 Creative Planning Legal, P.a. Employer Retirement Contribution Plan assets move in 2023? ▼

Creative Planning Legal, P.a. Employer Retirement Contribution Plan surged - up 59.1% during 2023, from $5M to $8M. Reported net income was $3M.

Which 401(k) plans are similar in size to Creative Planning Legal, P.a. Employer Retirement Contribution Plan? ▼

Among 401(k) plans in other states, the closest by assets is Louis Shanks of Texas, Inc. 401(k) Profit Sharing Plan in TX ($8M, 55 participants).

Which 401(k) plans cover a similar participant headcount to Creative Planning Legal, P.a. Employer Retirement Contribution Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 431807084.