401(k) · DOL Form 5500 · 2023
Graham Holdings Company 401(k) Plan
Data updated 2026-08-25
- $310M
- Total assets Above avg plan size
- 1,753
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $176,841
- Avg per participant Above avg balance/head
Official DOL plan name: The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees · Sponsored by Graham Holdings Company · Virginia · Educational Services
$310M in assets, 1,753 participants
Graham Holdings Company's The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees reported $310M in total assets and 1,753 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,514 in Educational Services (3,735 peers)
Coverage in Virginia
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees covers 1,753 participants in Virginia, 2.2x the typical Virginia plan (state average ~782 per filing). Assets: $310M.
- #3,514
- in Educational Services (3,735 peers)
- +18.0%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees's outsized position by total assets
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$310,002,741 Top 4% higher than 96% 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
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees'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. The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees lands in the large band (1,753 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees reported net income rose from -$52M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees end-of-year assets rose from $263M in the plan year 2022 filing to $310M in the plan year 2023 filing.
- The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees reported participants rose from 1,626 in the plan year 2022 filing to 1,753 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 530182885 · Graham Holdings Company PY 2023 · 401(k)
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees · $310M · 1,753 · 96th
- BOY $310M
- SCH 1,753
- EBSA 96th
- PART 401(k)
- TYPE near Baron Capital, Inc. 401(k) Profit Sharing Plan
- NET ind #3514
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 Virginia →
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $263M |
|---|---|
| Net Assets (End of Year) | $310M |
| Net Income | $47M |
| Employer EIN | 530182885 |
| Plan Effective Date | 1969-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Graham Holdings Company)
Sponsor-wide plan assets over time
All Graham Holdings Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.0B 20.989154396220865% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 13,077 | $3.3B |
| 2023 | 4 | 15,936 | $3.9B |
| 2024 | 4 | 16,338 | $4.0B |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Baron Capital, Inc. 401(k) Profit Sharing Plan in NY ($310M); by covered participants it is W. a. Kendall and Company, LLC 401(k) Plan in GA (1,753 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($310M here).
- Baron Capital, Inc. 401(k) Profit Sharing Plan (NY) $310M · 192
- Hok Group, Inc. 401(k) Profit Sharing Plan (MO) $310M · 1,246
- Murphy USA Inc. Savings Plan (AR) $310M · 5,328
- Alterra Mountain Company U.S. Inc. 401(k) Retirement Plan (CO) $310M · 11,850
Similar participant headcount
Nearest other-state filings by covered participants (1,753 participants); asset peers above are excluded.
- W. a. Kendall and Company, LLC 401(k) Plan (GA) 1,753 · 0 off
- Miller's Health Systems, Inc. Profit Sharing Plan (IN) 1,752 · 1 off
- Emery Sapp 401(k) Plan (MO) 1,752 · 1 off
- Hunt Companies Business Services, LLC 401(k) Plan (TX) 1,752 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.