401(k) · DOL Form 5500 · 2023

Polk Kabat LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$976,965
Avg per participant High balance/head
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Official DOL plan name: Polk Kabat, LLP 401(k) and Profit Sharing · Sponsored by Polk Kabat LLP · Ohio · Professional & Technical Services

$4M in assets, 4 participants

Polk Kabat LLP's Polk Kabat, LLP 401(k) and Profit Sharing reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,551 in Professional & Technical Services (20,321 peers)

Polk Kabat LLP multi-year trail

Polk Kabat LLP's plans moved +41.1% in assets from 2022 to 2024; this filing shows Polk Kabat, LLP 401(k) and Profit Sharing at $4M / 4 participants.

#7,551
in Professional & Technical Services (20,321 peers)
+24.4%
assets growth YoY

Polk Kabat, LLP 401(k) and Profit Sharing's mid-pack asset rank among Professional & Technical Services and all filers

Polk Kabat, LLP 401(k) and Profit Sharing vs every filed plan by assets

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

$3,907,861 40th percentile higher than 40% 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

Polk Kabat, LLP 401(k) and Profit Sharing among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Polk Kabat, LLP 401(k) and Profit Sharing is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polk Kabat, LLP 401(k) and Profit Sharing reported net income rose from -$310K in the plan year 2022 filing to $767K in the plan year 2023 filing.
  • Polk Kabat, LLP 401(k) and Profit Sharing end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203245084 · Polk Kabat LLP PY 2023 · 401(k)

Polk Kabat, LLP 401(k) and Profit Sharing · $4M · 4 · 40th

  • 5500 $4M
  • 5500 4
  • 5500 40th
  • 5500 401(k)
  • 5500 near Clayton Tile Distributing Co., Inc 401(k) Profit Sharing Plan
  • 5500 ind #7551

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 Ohio →

Polk Kabat, LLP 401(k) and Profit Sharing in the asset neighbourhood

Polk Kabat, LLP 401(k) and Profit SharingPolk Kabat, LLP 401(k) and P…$4MClayton Tile Distributing Co., Inc 401(k) Profit Sharing PlanClayton Tile Distributing Co…$4MTecovas 401(k) Plan$4MThe Peggs Company, Inc. 401(k) Profit Sharing PlanThe Peggs Company, Inc. 401(…$4MEmployees Profit Sharing and Salary Reduction Plan of G&g Oil Co. of Indiana, Inc.Employees Profit Sharing and…$4M
End-of-year total assets ($M) among Polk Kabat, LLP 401(k) and Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Polk Kabat LLP multi-year asset trail

Sponsor-wide plan assets over time

All Polk Kabat LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.11445735177707% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.14M $4.43M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 4 $4M

Polk Kabat LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$767K
Employer EIN203245084
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Polk Kabat, LLP 401(k) and Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Polk Kabat, LLP 401(k) and Profit Sharing, Total assets ($B): 0.003907861 · Participants: 4Polk Kabat, LLP 401(k) and Profit SharingGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Polk Kabat, LLP 401(k) and Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Polk Kabat, LLP 401(k) and Profit Sharing side-by-side with 3 peers →

Polk Kabat, LLP 401(k) and Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Clayton Tile Distributing Co., Inc 401(k) Profit Sharing Plan in SC ($4M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Polk Kabat, LLP 401(k) and Profit Sharing assets move in 2023? ▼
Polk Kabat, LLP 401(k) and Profit Sharing grew sharply - up 24.4% during 2023, from $3M to $4M. Reported net income was $767K.
How have Polk Kabat LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polk Kabat LLP's sponsor-wide assets grew 41.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Polk Kabat, LLP 401(k) and Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Clayton Tile Distributing Co., Inc 401(k) Profit Sharing Plan in SC ($4M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Polk Kabat, LLP 401(k) and Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 203245084.

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.