401(k) · DOL Form 5500 · 2023

Jake Kaplan's Limited 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
218
Participants Below avg headcount
48th
Percentile by assets National rank
$27,670
Avg per participant Low balance/head
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Official DOL plan name: Jake Kaplan's Limited 401(k) Plan · Sponsored by Jake Kaplan's Limited · Rhode Island · Retail Trade

$6M in assets, 218 participants

Jake Kaplan's Limited's Jake Kaplan's Limited 401(k) Plan reported $6M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,907 in Retail Trade (8,414 peers)

Coverage in Rhode Island

Jake Kaplan's Limited 401(k) Plan covers 218 participants in Rhode Island, about 15% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $6M.

#4,907
in Retail Trade (8,414 peers)
+35.7%
assets growth YoY

Jake Kaplan's Limited 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jake Kaplan's Limited 401(k) Plan vs every filed plan by assets

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

$6,031,978 48th percentile higher than 48% 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

Jake Kaplan's Limited 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. Jake Kaplan's Limited 401(k) Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jake Kaplan's Limited 401(k) Plan reported net income rose from -$564K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jake Kaplan's Limited 401(k) Plan reported participants rose from 134 in the plan year 2022 filing to 218 in the plan year 2023 filing.
  • Jake Kaplan's Limited 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050342304 · Jake Kaplan's Limited PY 2023 · 401(k)

Jake Kaplan's Limited 401(k) Plan · $6M · 218 · 48th

  • TYPE $6M
  • NET 218
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Mix Talent, LLC 401(k) Profit Sharing Plan
  • SCH ind #4907

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 Retail Trade retirement plans → · Plans in Rhode Island →

Jake Kaplan's Limited 401(k) Plan in the asset neighbourhood

Jake Kaplan's Limited 401(k) PlanJake Kaplan's Limited 401(k)…$6MMix Talent, LLC 401(k) Profit Sharing PlanMix Talent, LLC 401(k) Profi…$6MBoars Head Provision Co., Inc. Bargaining Unit-Va 401(k) PlanBoars Head Provision Co., In…$6MInterstate Trailers, Inc. - 401(k) Retirement PlanInterstate Trailers, Inc. - …$6MRad Source Technologies, Inc. 401(k) PlanRad Source Technologies, Inc…$6M
End-of-year total assets ($M) among Jake Kaplan's Limited 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN050342304
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jake Kaplan's Limited)

Sponsor-wide plan assets over time

All Jake Kaplan's Limited plans reported in each filing year

Latest sponsor-wide plan assets
$7M 64.48740634257231% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.45M $7.31M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 134 $4M
2023 1 218 $6M
2024 1 249 $7M

Nearby 401(k) Plans in Rhode Island

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

Jake Kaplan's Limited 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Jake Kaplan's Limited 401(k) Plan, Total assets ($B): 0.006031978 · Participants: 218Jake Kaplan's Limited 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Jake Kaplan's Limited 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Jake Kaplan's Limited 401(k) Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest 401(k) by assets is Mix Talent, LLC 401(k) Profit Sharing Plan in OH ($6M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Jake Kaplan's Limited 401(k) Plan assets move in 2023? ▼
Jake Kaplan's Limited 401(k) Plan surged - up 35.7% during 2023, from $4M to $6M. Reported net income was $2M.
How have Jake Kaplan's Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jake Kaplan's Limited's sponsor-wide assets grew 64.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Jake Kaplan's Limited 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mix Talent, LLC 401(k) Profit Sharing Plan in OH ($6M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Jake Kaplan's Limited 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M 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 050342304.

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.