401(k) · DOL Form 5500 · 2023

Kaizen Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
398
Participants Below avg headcount
29th
Percentile by assets National rank
$4,397
Avg per participant Low balance/head
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Official DOL plan name: Kaizen Auto Group 401(k) Plan · Sponsored by Kaizen Resources, Inc. · California · Retail Trade

$2M in assets, 398 participants

Kaizen Resources, Inc.'s Kaizen Auto Group 401(k) Plan reported $2M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #3,474 in Retail Trade (8,414 peers)

Kaizen Resources, Inc. multi-year trail

Kaizen Resources, Inc.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Kaizen Auto Group 401(k) Plan at $2M / 398 participants.

#3,474
in Retail Trade (8,414 peers)
-3.4%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaizen Auto Group 401(k) Plan among the smaller filed plans by assets

Kaizen Auto Group 401(k) Plan vs every filed plan by assets

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

$1,750,035 29th percentile higher than 29% 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

Kaizen Auto Group 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. Kaizen Auto Group 401(k) Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaizen Auto Group 401(k) Plan reported net income fell from $431K in the plan year 2022 filing to -$62K in the plan year 2023 filing.
  • Kaizen Auto Group 401(k) Plan reported participants rose from 335 in the plan year 2022 filing to 398 in the plan year 2023 filing.
  • Kaizen Auto Group 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822474379 · Kaizen Resources, Inc. PY 2023 · 401(k)

Kaizen Auto Group 401(k) Plan · $2M · 398 · 29th

  • ASSETS $2M
  • ASSETS 398
  • ASSETS 29th
  • ASSETS 401(k)
  • ASSETS near Michael & Grubert, P.C. Retirement Plan
  • ASSETS ind #3474

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 California →

Kaizen Auto Group 401(k) Plan in the asset neighbourhood

Kaizen Auto Group 401(k) Plan$2MMichael & Grubert, P.C. Retirement PlanMichael & Grubert, P.C. Reti…$2M10k Properties Retirement Plan10k Properties Retirement Pl…$2MAlder Partners 401(k) Plan$2MK & G Petroleum, LLC 401(k) PlanK & G Petroleum, LLC 401(k) …$2M
End-of-year total assets ($M) among Kaizen Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kaizen Resources, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaizen Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.355192596113135% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.81M $2.42M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 335 $2M
2023 1 398 $2M
2024 1 465 $2M

Kaizen Resources, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$62K
Employer EIN822474379
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kaizen Auto Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kaizen Auto Group 401(k) Plan, Total assets ($B): 0.001750035 · Participants: 398Kaizen Auto Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kaizen Auto Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kaizen Auto Group 401(k) Plan side-by-side with 3 peers →

Kaizen Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Michael & Grubert, P.C. Retirement Plan in MA ($2M); by covered participants it is Verbal Beginnings LLC 401(k) Plan in MD (398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Kaizen Auto Group 401(k) Plan assets move in 2023? ▼
Kaizen Auto Group 401(k) Plan edged down modestly - down 3.4% during 2023, from $2M to $2M. Reported net income was -$62K.
How have Kaizen Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaizen Resources, Inc.'s sponsor-wide assets grew 33.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Kaizen Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michael & Grubert, P.C. Retirement Plan in MA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Kaizen Auto Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verbal Beginnings LLC 401(k) Plan in MD (398 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 822474379.

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.