401(k) · DOL Form 5500 · 2023

Kaizen Clinical Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 139
Participants Small participant base: 62nd
Percentile by assets National rank: $82,337
Avg per participant Below avg balance/head

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Official DOL plan name: Kaizen Clinical Partners Retirement Plan · Sponsored by Kaizen Clinical Partners, Inc. · Texas · Healthcare & Social Assistance

$11M in assets, 139 participants

Kaizen Clinical Partners, Inc.'s Kaizen Clinical Partners Retirement Plan reported $11M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

#11,845 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Kaizen Clinical Partners Retirement Plan covers 139 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#11,845
in Healthcare & Social Assistance (17,684 peers): +51.7%
assets growth YoY

Kaizen Clinical Partners Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kaizen Clinical Partners Retirement Plan vs every filed plan by assets

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

$11,444,903 Top 38% higher than 62% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kaizen Clinical Partners Retirement 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 Clinical Partners Retirement Plan sits mid-pack in the medium band (139 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 863730345 · Kaizen Clinical Partners, Inc. PY 2023 · 401(k)

Kaizen Clinical Partners Retirement Plan · $11M · 139 · 62nd

PHOTO $11M
PHOTO 139
PHOTO 62nd
PHOTO 401(k)
PHOTO near North Idaho Eye Institute, PA 401(k) Profit Sharing Plan
PHOTO ind #11845

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Kaizen Clinical Partners Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$11M
Net Income	$1M
Employer EIN	863730345
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kaizen Clinical Partners, Inc.)

Latest sponsor-wide plan assets: $13M 16.658079146673415% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	139	$11M
2024	1	259	$13M

Nearby 401(k) Plans in Texas

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

Kaizen Clinical Partners Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Kaizen Clinical Partners Retirement Plan side-by-side with 3 peers →

Kaizen Clinical Partners Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is North Idaho Eye Institute, PA 401(k) Profit Sharing Plan in ID ($11M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

North Idaho Eye Institute, PA 401(k) Profit Sharing Plan (ID) $11M · 132
League for the Handicapped, Inc. Safeharbor 401(k) Plan (NY) $11M · 88
Aerometals, Inc. 401(k) Savings Plan (CA) $11M · 164
Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan (VA) $11M · 129

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

Daman Products Company, Inc. 401(k) and Profit Sharing Plan (IN) 139 · 0 off
Subzero Constructors, Inc. Employee Savings Plan (CA) 139 · 0 off
Mincey Marble Manufacturing, Inc. 401(k) Plan (GA) 139 · 0 off
Fisher Ranch, LLC 401(k) Plan (CA) 139 · 0 off

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 Clinical Partners Retirement Plan assets move in 2023? ▼

Kaizen Clinical Partners Retirement Plan surged - up 51.7% during 2023, from $8M to $11M. Reported net income was $1M.

How have Kaizen Clinical Partners, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Kaizen Clinical Partners, Inc.'s sponsor-wide assets grew 16.7%, from $11M to $13M.

Which 401(k) plans are similar in size to Kaizen Clinical Partners Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is North Idaho Eye Institute, PA 401(k) Profit Sharing Plan in ID ($11M, 132 participants).

Which 401(k) plans cover a similar participant headcount to Kaizen Clinical Partners Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 863730345.