401(k) · DOL Form 5500 · 2024

Kaizen Compounding Pharmacy, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
25th
Percentile by assets National rank
$153,373
Avg per participant Above avg balance/head
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Official DOL plan name: Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan · Sponsored by Kaizen Compounding Pharmacy, Inc. · California · Retail Trade

$1M in assets, 8 participants

Kaizen Compounding Pharmacy, Inc.'s Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,998 in Retail Trade (8,048 peers)

Kaizen Compounding Pharmacy, Inc. multi-year trail

Kaizen Compounding Pharmacy, Inc.'s plans moved +49.8% in assets from 2022 to 2024; this filing shows Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan at $1M / 8 participants.

#2,998
in Retail Trade (8,048 peers)
+28.3%
assets growth YoY

Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,226,985 25th percentile higher than 25% of 123,620 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 2024

Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan reported net income rose from $137K in the plan year 2023 filing to $271K in the plan year 2024 filing.
  • Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $956K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 871594690 · Kaizen Compounding Pharmacy, Inc. PY 2024 · 401(k)

Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan · $1M · 8 · 25th

  • RANK $1M
  • RANK 8
  • RANK 25th
  • RANK 401(k)
  • RANK near Dekalb Optometric Associates, P.C. Eqrp Salary Reduction Plan
  • RANK ind #2998

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 Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing PlanKaizen Compounding Pharmacy,…$1MDekalb Optometric Associates, P.C. Eqrp Salary Reduction PlanDekalb Optometric Associates…$1MBoon Capital Advisors, LLC 401(k) PlanBoon Capital Advisors, LLC 4…$1MThe Dagino Group, Inc. 401(k) Profit Sharing PlanThe Dagino Group, Inc. 401(k…$1MDiverse Enterprises, Inc. Retirement PlanDiverse Enterprises, Inc. Re…$1M
End-of-year total assets ($M) among Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kaizen Compounding Pharmacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaizen Compounding Pharmacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.815018315018314% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.82M $1.23M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $819K
2023 1 8 $956K
2024 1 8 $1M

Kaizen Compounding Pharmacy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$956K
Net Assets (End of Year)$1M
Net Income$271K
Employer EIN871594690
Plan Effective Date2021-07-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001226985 · Participants: 8Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Kaizen Compounding Pharmacy, 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 Dekalb Optometric Associates, P.C. Eqrp Salary Reduction Plan in IL ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan assets move in 2024?
Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan grew sharply - up 28.3% during 2024, from $956K to $1M. Reported net income was $271K.
How have Kaizen Compounding Pharmacy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kaizen Compounding Pharmacy, Inc.'s sponsor-wide assets grew 49.8%, from $819K to $1M.
Where does Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dekalb Optometric Associates, P.C. Eqrp Salary Reduction Plan in IL ($1M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Kaizen Compounding Pharmacy, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).