401(k) · DOL Form 5500 · 2023

Kumon North America, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
289
Participants Below avg headcount
87th
Percentile by assets National rank
$208,859
Avg per participant Above avg balance/head
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Official DOL plan name: Kumon North America, Inc. 401(k) Plan · Sponsored by Kumon North America, Inc. · New Jersey · Educational Services

$60M in assets, 289 participants

Kumon North America, Inc.'s Kumon North America, Inc. 401(k) Plan reported $60M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,894 in Educational Services (3,735 peers)

Coverage in New Jersey

Kumon North America, Inc. 401(k) Plan covers 289 participants in New Jersey, about 34% of the average New Jersey filer (state average ~844 per filing). Assets: $60M.

#2,894
in Educational Services (3,735 peers)
+12.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Kumon North America, Inc. 401(k) Plan's outsized position by total assets

Kumon North America, Inc. 401(k) Plan vs every filed plan by assets

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

$60,360,312 Top 13% higher than 87% 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

Kumon North America, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kumon North America, Inc. 401(k) Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kumon North America, Inc. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Kumon North America, Inc. 401(k) Plan end-of-year assets rose from $54M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Kumon North America, Inc. 401(k) Plan reported participants rose from 282 in the plan year 2022 filing to 289 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954254899 · Kumon North America, Inc. PY 2023 · 401(k)

Kumon North America, Inc. 401(k) Plan · $60M · 289 · 87th

  • ASSETS $60M
  • PCT 289
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Wood Partners Retirement & Savings Plan
  • IND ind #2894

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 New Jersey →

Kumon North America, Inc. 401(k) Plan in the asset neighbourhood

Re/Spec Inc. Employee 401(k) Retirement PlanRe/Spec Inc. Employee 401(k)…$60MInclusa, Inc. Employee Retirement Savings PlanInclusa, Inc. Employee Retir…$60MKumon North America, Inc. 401(k) PlanKumon North America, Inc. 40…$60MWood Partners Retirement & Savings PlanWood Partners Retirement & S…$60MDayton T. Brown, Inc. Profit Sharing Pension PlanDayton T. Brown, Inc. Profit…$60M
End-of-year total assets ($M) among Kumon North America, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$60M
Net Income$7M
Employer EIN954254899
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kumon North America, Inc.)

Sponsor-wide plan assets over time

All Kumon North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 29.18117282579871% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $53.6M $69.3M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 282 $54M
2023 1 289 $60M
2024 1 313 $69M

Nearby 401(k) Plans in New Jersey

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

Kumon North America, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Kumon North America, Inc. 401(k) Plan, Total assets ($B): 0.060360312 · Participants: 289Kumon North America, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Kumon North America, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Kumon North America, Inc. 401(k) Plan side-by-side with 3 peers →

Kumon North America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Wood Partners Retirement & Savings Plan in GA ($60M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Kumon North America, Inc. 401(k) Plan assets move in 2023? ▼
Kumon North America, Inc. 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $54M to $60M. Reported net income was $7M.
How have Kumon North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kumon North America, Inc.'s sponsor-wide assets grew 29.2%, from $54M to $69M.
Where does Kumon North America, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kumon North America, Inc. 401(k) Plan ranks in the 87th 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 401(k) plans are similar in size to Kumon North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wood Partners Retirement & Savings Plan in GA ($60M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Kumon North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frost Management Company 401(k) Profit Sharing Plan in FL (289 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 954254899.

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.