Profit Sharing · DOL Form 5500 · 2024
Kaw Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $595K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $148,764
- Avg per participant Above avg balance/head
Official DOL plan name: Kaw Investments, Inc. Retirement Plan · Sponsored by Kaw Investments, Inc. · Oklahoma · Retail Trade
$595K in assets, 4 participants
Kaw Investments, Inc.'s Kaw Investments, Inc. Retirement Plan reported $595K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,434 in Retail Trade (8,048 peers)
Kaw Investments, Inc. multi-year trail
Kaw Investments, Inc.'s plans moved +26.2% in assets from 2022 to 2024; this filing shows Kaw Investments, Inc. Retirement Plan at $595K / 4 participants.
- #2,434
- in Retail Trade (8,048 peers)
- +5.8%
- assets growth YoY
Kaw Investments, Inc. Retirement Plan among the smaller filed plans by assets
Kaw Investments, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$595,054 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kaw Investments, Inc. Retirement 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. Kaw Investments, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaw Investments, Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Kaw Investments, Inc. Retirement Plan reported net income fell from $91K in the plan year 2023 filing to $32K in the plan year 2024 filing.
- Kaw Investments, Inc. Retirement Plan end-of-year assets rose from $563K in the plan year 2023 filing to $595K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 815145312 · Kaw Investments, Inc. PY 2024 · Profit Sharing
Kaw Investments, Inc. Retirement Plan · $595K · 4 · 19th
- SCH $595K
- EBSA 4
- PART 19th
- TYPE Profit Sharing
- NET near Thr33 Suns Inc. Retirement Plan
- BOOK ind #2434
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 Oklahoma →
Kaw Investments, Inc. Retirement Plan in the asset neighbourhood
Kaw Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kaw Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $595K 26.20927204007788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $471K |
| 2023 | 1 | 2 | $563K |
| 2024 | 1 | 4 | $595K |
Kaw Investments, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $563K |
|---|---|
| Net Assets (End of Year) | $595K |
| Net Income | $32K |
| Employer EIN | 815145312 |
| Plan Effective Date | 2017-01-27 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $145M · 788
- Family & Children's Services 403(b) Plan $47M · 1,086
- Eskridge Auto Group Profit Sharing Plan $28M · 156
- Veenker Resources, Inc. Profit Sharing Plan $24M · 11
- Messer-Bowers Profit Sharing Plan $10M · 39
Kaw Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is Thr33 Suns Inc. Retirement Plan in AZ ($595K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($595K here).
- Thr33 Suns Inc. Retirement Plan (AZ) $595K · 2
- Renovation Real Estate, Inc. Profit Sharing Plan (NC) $595K · 1
- Scheflo Inc. Retirement Plan (IL) $595K · 5
- Cd Travel Ventures Inc. Retirement Plan (IN) $594K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.