Profit Sharing · DOL Form 5500 · 2023
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan
Data updated 2026-08-11
- $41M
- Total assets
- 21
- Participants
- 83rd
- Percentile by assets
- $2.0M
- Avg per participant
Official DOL plan name: Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan · Sponsored by Kaplan, Strangis & Kaplan, P.a. · Minnesota · Professional & Technical Services
$41M in assets, 21 participants
Kaplan, Strangis & Kaplan, P.a.'s Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan reported $41M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #17,136 in Professional & Technical Services (20,321 peers)
Where Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan sits by assets
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 21 participants (~$2.0M/participant), up 6.6% in 2023.
- $41M
- total plan assets (2023 EOY)
- 21
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $2.0M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan reported net income rose from -$15M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan reported participants rose from 17 in the plan year 2022 filing to 21 in the plan year 2023 filing.
- Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $41M in the plan year 2023 filing.
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs the 2023 asset distribution
By assets, Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $3M |
| Employer EIN | 411352003 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaplan, Strangis & Kaplan, P.a.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $39M |
| 2023 | 1 | 21 | $41M |
| 2024 | 1 | 19 | $41M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- Essentia Health Retirement Plan $1.9B · 15,491
- Pipe Trades Services Mn Pension Supplement Fund $1.6B · 6,062
- Allina 403(b) Retirement Savings Plan $906M · 9,417
- Fairview Health Services Pension Plan $610M · 4,828
- Cargill Employee Retirement Account Plan $511M · 19,870
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan by total assets, not by location.
- Puerto Rico Supplies Group Retirement and Savings Plan (PR) $41M · 829
- Consensus Medical Group 401(k) Plan (NJ) $41M · 162
- Child Trends 403(b) Plan (MD) $42M · 235
- Beacon Oral Specialists 401(k) Plan (TX) $42M · 953
Frequently Asked Questions
How did Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan assets move in 2023? ▼
How have Kaplan, Strangis & Kaplan, P.a. plan assets changed over time? ▼
Where does Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan? ▼
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Ways to act on Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan's numbers.
- By total assets, Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- Kaplan, Strangis & Kaplan, P.a.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans