401(k) · DOL Form 5500 · 2023

Kagan Publishing, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
56
Participants Small participant base
64th
Percentile by assets National rank
$224,991
Avg per participant Above avg balance/head
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Official DOL plan name: Kagan 401(k) and Profit Sharing Plan · Sponsored by Kagan Publishing, Inc. · California · Educational Services

$13M in assets, 56 participants

Kagan Publishing, Inc.'s Kagan 401(k) and Profit Sharing Plan reported $13M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,729 in Educational Services (3,735 peers)

Kagan Publishing, Inc. multi-year trail

Kagan Publishing, Inc.'s plans moved +28.8% in assets from 2022 to 2024; this filing shows Kagan 401(k) and Profit Sharing Plan at $13M / 56 participants.

#1,729
in Educational Services (3,735 peers)
+20.0%
assets growth YoY

Kagan 401(k) and Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Kagan 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$12,599,493 Top 36% higher than 64% 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

Kagan 401(k) and Profit Sharing 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. Kagan 401(k) and Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kagan 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kagan 401(k) and Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kagan 401(k) and Profit Sharing Plan reported participants rose from 53 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330378218 · Kagan Publishing, Inc. PY 2023 · 401(k)

Kagan 401(k) and Profit Sharing Plan · $13M · 56 · 64th

  • PHOTO $13M
  • PHOTO 56
  • PHOTO 64th
  • PHOTO 401(k)
  • PHOTO near Bergmeyer Associates, Inc. 401(k) Plan
  • PHOTO ind #1729

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 Educational Services retirement plans → · Plans in California →

Kagan 401(k) and Profit Sharing Plan in the asset neighbourhood

Kagan 401(k) and Profit Sharing PlanKagan 401(k) and Profit Shar…$13MBergmeyer Associates, Inc. 401(k) PlanBergmeyer Associates, Inc. 4…$13MBibliotheca, LLC 401(k) Plan$13MSteel Warehouse Co LLC 401(k) Plan for Bargaining EmployeesSteel Warehouse Co LLC 401(k…$13MAlgood 401(k) Plan$13M
End-of-year total assets ($M) among Kagan 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kagan Publishing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kagan Publishing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 28.79872593053574% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13.5M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 53 $10M
2023 1 56 $13M
2024 1 66 $14M

Kagan Publishing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN330378218
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kagan 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kagan 401(k) and Profit Sharing Plan, Total assets ($B): 0.012599493 · Participants: 56Kagan 401(k) and Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kagan 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kagan 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Kagan 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bergmeyer Associates, Inc. 401(k) Plan in MA ($13M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Kagan 401(k) and Profit Sharing Plan assets move in 2023? ▼
Kagan 401(k) and Profit Sharing Plan grew sharply - up 20.0% during 2023, from $10M to $13M. Reported net income was $2M.
How have Kagan Publishing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kagan Publishing, Inc.'s sponsor-wide assets grew 28.8%, from $10M to $14M.
Which 401(k) plans are similar in size to Kagan 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bergmeyer Associates, Inc. 401(k) Plan in MA ($13M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Kagan 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 participants, N/A 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 330378218.

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.