Profit Sharing · DOL Form 5500 · 2022

Kaplan, Kenegos & Kadin Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
26th
Percentile by assets National rank
$178,331
Avg per participant Above avg balance/head
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Official DOL plan name: Kaplan, Kenegos & Kadin Profit Sharing Plan · Sponsored by Kaplan, Kenegos & Kadin · California · Professional & Technical Services

$1M in assets, 6 participants

Kaplan, Kenegos & Kadin's Kaplan, Kenegos & Kadin Profit Sharing Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,709 in Professional & Technical Services (21,562 peers)

Kaplan, Kenegos & Kadin multi-year trail

Kaplan, Kenegos & Kadin's plans moved +21.7% in assets from 2022 to 2024; this filing shows Kaplan, Kenegos & Kadin Profit Sharing Plan at $1M / 6 participants.

#4,709
in Professional & Technical Services (21,562 peers)
+11.0%
assets growth YoY

Kaplan, Kenegos & Kadin Profit Sharing Plan among the smaller filed plans by assets

Kaplan, Kenegos & Kadin Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,069,983 26th percentile higher than 26% of 139,123 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 2022

Kaplan, Kenegos & Kadin 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. Kaplan, Kenegos & Kadin Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 953926318 · Kaplan, Kenegos & Kadin PY 2022 · Profit Sharing

Kaplan, Kenegos & Kadin Profit Sharing Plan · $1M · 6 · 26th

  • 5500 $1M
  • 5500 6
  • 5500 26th
  • 5500 Profit Sharing
  • 5500 near Service Printing of Lynchburg, Inc. Profit Sharing Plan and Trust
  • 5500 ind #4709

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 California →

Kaplan, Kenegos & Kadin Profit Sharing Plan in the asset neighbourhood

Kaplan, Kenegos & Kadin Profit Sharing PlanKaplan, Kenegos & Kadin Prof…$1MService Printing of Lynchburg, Inc. Profit Sharing Plan and TrustService Printing of Lynchbur…$1MSpencer Development Corporation Profit Sharing PlanSpencer Development Corporat…$1MKaufman Newmark Realty Corp Profit Sharing PlanKaufman Newmark Realty Corp …$1MReed Automotive Service, Inc. Retirement PlanReed Automotive Service, Inc…$1M
End-of-year total assets ($M) among Kaplan, Kenegos & Kadin Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kaplan, Kenegos & Kadin multi-year asset trail

Sponsor-wide plan assets over time

All Kaplan, Kenegos & Kadin plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.73137330219265% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.07M $1.3M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 8 $1M
2024 1 7 $1M

Kaplan, Kenegos & Kadin filing trail (2022)

Total Assets (Beginning of Year)$964K
Net Assets (End of Year)$1M
Net Income$106K
Employer EIN953926318
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Kaplan, Kenegos & Kadin Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Kaplan, Kenegos & Kadin Profit Sharing Plan, Total assets ($B): 0.001069983 · Participants: 6Kaplan, Kenegos & Kadin Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Kaplan, Kenegos & Kadin Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Kaplan, Kenegos & Kadin Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Service Printing of Lynchburg, Inc. Profit Sharing Plan and Trust in VA ($1M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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.

Frequently Asked Questions

How did Kaplan, Kenegos & Kadin Profit Sharing Plan assets move in 2022?
Kaplan, Kenegos & Kadin Profit Sharing Plan grew at a solid clip - up 11.0% during 2022, from $964K to $1M. Reported net income was $106K.
How have Kaplan, Kenegos & Kadin plan assets changed over time?
Across 3 plan years on file (2022-2024), Kaplan, Kenegos & Kadin's sponsor-wide assets grew 21.7%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Kaplan, Kenegos & Kadin Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Service Printing of Lynchburg, Inc. Profit Sharing Plan and Trust in VA ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Kaplan, Kenegos & Kadin Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K in assets).