Profit Sharing · DOL Form 5500 · 2023

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
21
Participants Small participant base
83rd
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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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.

  • #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.

#17,136
in Professional & Technical Services (20,321 peers)
+6.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan's outsized position by total assets

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs every filed plan by assets

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

$41,491,216 Top 17% higher than 83% 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

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411352003 · Kaplan, Strangis & Kaplan, P.a. PY 2023 · Profit Sharing

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan · $41M · 21 · 83rd

  • PCT $41M
  • PCT 21
  • PCT 83rd
  • PCT Profit Sharing
  • PCT near Puerto Rico Supplies Group Retirement and Savings Plan
  • PCT ind #17136

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 Minnesota →

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan in the asset neighbourhood

Beacon Oral Specialists 401(k) PlanBeacon Oral Specialists 401(…$42MChild Trends 403(b) Plan$42MKaplan, Strangis & Kaplan, P.a. Profit Sharing PlanKaplan, Strangis & Kaplan, P…$41MPuerto Rico Supplies Group Retirement and Savings PlanPuerto Rico Supplies Group R…$41MConsensus Medical Group 401(k) PlanConsensus Medical Group 401(…$41M
End-of-year total assets ($M) among Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN411352003
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaplan, Strangis & Kaplan, P.a.)

Sponsor-wide plan assets over time

All Kaplan, Strangis & Kaplan, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 6.0131857715286% vs 2022
2024 filing year
$38M$39M$40M$41M$42M 202220232024 $38.9M $41.3M ▲ +6.0%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan, Total assets ($B): 0.041491216 · Participants: 21Kaplan, Strangis & Kaplan, P.a. Profit Sharing PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan side-by-side with 3 peers →

Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Puerto Rico Supplies Group Retirement and Savings Plan in PR ($41M); by covered participants it is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan assets move in 2023? ▼
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan grew at a solid clip - up 6.6% during 2023, from $39M to $41M. Reported net income was $3M.
How have Kaplan, Strangis & Kaplan, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaplan, Strangis & Kaplan, P.a.'s sponsor-wide assets grew 6.0%, from $39M to $41M.
Where does Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Puerto Rico Supplies Group Retirement and Savings Plan in PR ($41M, 829 participants).
Which Profit Sharing plans cover a similar participant headcount to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants, $18M 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 411352003.

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.