401(k) · DOL Form 5500 · 2023

Kaplan Levenson P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
39th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Kaplan Levenson P.C. 401(k) Profit Sharing Plan · Sponsored by Kaplan Levenson P.C. · New Jersey · Professional & Technical Services

$4M in assets, 3 participants

Kaplan Levenson P.C.'s Kaplan Levenson P.C. 401(k) Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,354 in Professional & Technical Services (20,321 peers)

Kaplan Levenson P.C. multi-year trail

Kaplan Levenson P.C.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows Kaplan Levenson P.C. 401(k) Profit Sharing Plan at $4M / 3 participants.

#7,354
in Professional & Technical Services (20,321 peers)
+29.4%
assets growth YoY

Kaplan Levenson P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kaplan Levenson P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,708,397 39th percentile higher than 39% 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 Levenson P.C. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplan Levenson P.C. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaplan Levenson P.C. 401(k) Profit Sharing Plan reported net income rose from -$908K in the plan year 2022 filing to $843K in the plan year 2023 filing.
  • Kaplan Levenson P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821842952 · Kaplan Levenson P.C. PY 2023 · 401(k)

Kaplan Levenson P.C. 401(k) Profit Sharing Plan · $4M · 3 · 39th

  • ASSETS $4M
  • ASSETS 3
  • ASSETS 39th
  • ASSETS 401(k)
  • ASSETS near Earthworks, Inc. 401(k) Plan
  • ASSETS ind #7354

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 New Jersey →

Kaplan Levenson P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kaplan Levenson P.C. 401(k) Profit Sharing PlanKaplan Levenson P.C. 401(k) …$4MEarthworks, Inc. 401(k) Plan$4MTransition Projects, Inc. 401(k) Employee Savings PlanTransition Projects, Inc. 40…$4MJewish Vocational Service, Inc. 403(b) PlanJewish Vocational Service, I…$4MGoodwill Industries of the Gulf Coast, Inc. Retirement PlanGoodwill Industries of the G…$4M
End-of-year total assets ($M) among Kaplan Levenson P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kaplan Levenson P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kaplan Levenson P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.626356169278964% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.87M $3.63M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 3 $4M

Kaplan Levenson P.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$843K
Employer EIN821842952
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Kaplan Levenson P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Kaplan Levenson P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.003708397 · Participants: 3Kaplan Levenson P.C. 401(k) Profit Sharing 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
Kaplan Levenson P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Kaplan Levenson P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kaplan Levenson P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Earthworks, Inc. 401(k) Plan in TX ($4M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Levenson P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kaplan Levenson P.C. 401(k) Profit Sharing Plan grew sharply - up 29.4% during 2023, from $3M to $4M. Reported net income was $843K.
How have Kaplan Levenson P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaplan Levenson P.C.'s sponsor-wide assets grew 26.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Kaplan Levenson P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Earthworks, Inc. 401(k) Plan in TX ($4M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Kaplan Levenson P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 821842952.

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.