401(k) · DOL Form 5500 · 2023

Kpl Select Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$451,562
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan · Sponsored by Kpl Select Mortgage, Inc. · California · Finance & Insurance

$3M in assets, 7 participants

Kpl Select Mortgage, Inc.'s Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,247 in Finance & Insurance (8,869 peers)

Kpl Select Mortgage, Inc. multi-year trail

Kpl Select Mortgage, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan at $3M / 7 participants.

#2,247
in Finance & Insurance (8,869 peers)
+13.3%
assets growth YoY

Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,160,931 36th percentile higher than 36% 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

Kpl Select Mortgage, Inc. 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. Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan reported net income rose from $200K in the plan year 2022 filing to $370K in the plan year 2023 filing.
  • Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954378529 · Kpl Select Mortgage, Inc. PY 2023 · 401(k)

Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan · $3M · 7 · 36th

  • IND $3M
  • IND 7
  • IND 36th
  • IND 401(k)
  • IND near Addiction Recovery Care LLC 401(k) Plan
  • IND ind #2247

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 Finance & Insurance retirement plans → · Plans in California →

Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Kpl Select Mortgage, Inc. 401(k) Profit Sharing PlanKpl Select Mortgage, Inc. 40…$3MAddiction Recovery Care LLC 401(k) PlanAddiction Recovery Care LLC …$3MHolland Affiliated Employer Retirement PlanHolland Affiliated Employer …$3MEnergy Transition Partners, Inc. Retirement PlanEnergy Transition Partners, …$3MDesignworks Collective 401(k) Plan)Designworks Collective 401(k…$3M
End-of-year total assets ($M) among Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kpl Select Mortgage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kpl Select Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.34067184662507% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.79M $3.58M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 7 $3M
2024 1 8 $4M

Kpl Select Mortgage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$370K
Employer EIN954378529
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003160931 · Participants: 7Kpl Select Mortgage, Inc. 401(k) Profit Sharing 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
Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Addiction Recovery Care LLC 401(k) Plan in KY ($3M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2023, from $3M to $3M. Reported net income was $370K.
How have Kpl Select Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kpl Select Mortgage, Inc.'s sponsor-wide assets grew 28.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Addiction Recovery Care LLC 401(k) Plan in KY ($3M, 1,104 participants).
Which 401(k) plans cover a similar participant headcount to Kpl Select Mortgage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 954378529.

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.