401(k) · DOL Form 5500 · 2023

Kaplan Development Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 2,907
Participants Above avg headcount: 42nd
Percentile by assets National rank: $1,541
Avg per participant Low balance/head

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Official DOL plan name: Kaplan Development 401(k) Plan · Sponsored by Kaplan Development Group, LLC · New York · Other Services

$4M in assets, 2,907 participants

Kaplan Development Group, LLC's Kaplan Development 401(k) Plan reported $4M in total assets and 2,907 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#5,071 in Other Services (7,857 peers)

Coverage in New York

Kaplan Development 401(k) Plan covers 2,907 participants in New York, 3.6x the typical New York plan (state average ~798 per filing). Assets: $4M.

#5,071
in Other Services (7,857 peers): +41.5%
assets growth YoY

Kaplan Development 401(k) Plan's mid-pack asset rank among Other Services and all filers

Kaplan Development 401(k) Plan vs every filed plan by assets

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

$4,479,052 42nd percentile higher than 42% 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

Kaplan Development 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplan Development 401(k) Plan lands in the large band (2,907 participants).

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%)

Kaplan Development 401(k) Plan reported net income rose from -$240K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Kaplan Development 401(k) Plan 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 →

DOL schedule card

Filing strip 010573210 · Kaplan Development Group, LLC PY 2023 · 401(k)

Kaplan Development 401(k) Plan · $4M · 2,907 · 42nd

EBSA $4M
EBSA 2,907
EBSA 42nd
EBSA 401(k)
EBSA near Centerpoint Marketing, Inc. Retirement Savings Plan
EBSA ind #5071

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 Other Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Kaplan Development 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	010573210
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kaplan Development Group, LLC)

Latest sponsor-wide plan assets: $5M 55.31444329227874% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2,898	$3M
2023	1	2,907	$4M
2024	1	887	$5M

Nearby 401(k) Plans in New York

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

Kaplan Development 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Kaplan Development 401(k) Plan side-by-side with 3 peers →

Kaplan Development 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Centerpoint Marketing, Inc. Retirement Savings Plan in MN ($4M); by covered participants it is Midland Retirement Plan in OK (2,908 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Centerpoint Marketing, Inc. Retirement Savings Plan (MN) $4M · 74
Novogene Corporation, Inc. 401(k) Plan (CA) $4M · 183
Harris, Baio & Mccullough, Inc. 401(k) Profit Sharing Plan (PA) $4M · 28
Ritz Instrument Transformers, Inc. 401(k) Plan (GA) $4M · 222

Similar participant headcount

Nearest other-state filings by covered participants (2,907 participants); asset peers above are excluded.

Midland Retirement Plan (OK) 2,908 · 1 off
Keller North America Retirement Savings Profit Sharing Plan (MD) 2,906 · 1 off
Filtration Group 401(k) Retirement Savings Plan (IL) 2,908 · 1 off
Emplicity 401(k) Retirement Savings Plan (CA) 2,905 · 2 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 Kaplan Development 401(k) Plan assets move in 2023? ▼

Kaplan Development 401(k) Plan surged - up 41.5% during 2023, from $3M to $4M. Reported net income was $1M.

How have Kaplan Development Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kaplan Development Group, LLC's sponsor-wide assets grew 55.3%, from $3M to $5M.

Which 401(k) plans are similar in size to Kaplan Development 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Centerpoint Marketing, Inc. Retirement Savings Plan in MN ($4M, 74 participants).

Which 401(k) plans cover a similar participant headcount to Kaplan Development 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Midland Retirement Plan in OK (2,908 participants, $406M 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 010573210.