401(k) · DOL Form 5500 · 2024

Kagan Publishing, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
66
Participants Small participant base
62nd
Percentile by assets National rank
$204,832
Avg per participant Above avg balance/head
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Official DOL plan name: Kagan 401(k) and Profit Sharing Plan · Sponsored by Kagan Publishing, Inc. · California · Educational Services

$14M in assets, 66 participants

Kagan Publishing, Inc.'s Kagan 401(k) and Profit Sharing Plan reported $14M in total assets and 66 participants in its 2024 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.

  • #1,632 in Educational Services (3,638 peers)

Kagan Publishing, Inc. multi-year trail

Kagan Publishing, Inc.'s plans moved +28.8% in assets from 2022 to 2024; this filing shows Kagan 401(k) and Profit Sharing Plan at $14M / 66 participants.

#1,632
in Educational Services (3,638 peers)
+7.3%
assets growth YoY

Kagan 401(k) and Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Kagan 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$13,518,883 Top 38% higher than 62% 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

Kagan 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kagan 401(k) and Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kagan 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $919K in the plan year 2024 filing.
  • Kagan 401(k) and Profit Sharing Plan reported participants rose from 56 in the plan year 2023 filing to 66 in the plan year 2024 filing.
  • Kagan 401(k) and Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330378218 · Kagan Publishing, Inc. PY 2024 · 401(k)

Kagan 401(k) and Profit Sharing Plan · $14M · 66 · 62nd

  • PHOTO $14M
  • IND 66
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Dermatology Solutions Group, LLC 401(k) Plan
  • PCT ind #1632

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 Educational Services retirement plans → · Plans in California →

Kagan 401(k) and Profit Sharing Plan in the asset neighbourhood

Kagan 401(k) and Profit Sharing PlanKagan 401(k) and Profit Shar…$14MDermatology Solutions Group, LLC 401(k) PlanDermatology Solutions Group,…$14MAnderson Tackman & Company Retirement PlanAnderson Tackman & Company R…$14MLeiter's 401(k) Plan$14MGearheart Communications Company, Inc. 401(k) PlanGearheart Communications Com…$14M
End-of-year total assets ($M) among Kagan 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kagan Publishing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kagan Publishing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 28.79872593053574% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13.5M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 53 $10M
2023 1 56 $13M
2024 1 66 $14M

Kagan Publishing, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$919K
Employer EIN330378218
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kagan 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kagan 401(k) and Profit Sharing Plan, Total assets ($B): 0.013518883 · Participants: 66Kagan 401(k) and 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
Kagan 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kagan 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Kagan 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dermatology Solutions Group, LLC 401(k) Plan in FL ($14M); by covered participants it is Intrinsix Corp. 401(k) Plan in MA (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Kagan 401(k) and Profit Sharing Plan assets move in 2024? ▼
Kagan 401(k) and Profit Sharing Plan grew at a solid clip - up 7.3% during 2024, from $13M to $14M. Reported net income was $919K.
How have Kagan Publishing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kagan Publishing, Inc.'s sponsor-wide assets grew 28.8%, from $10M to $14M.
Which 401(k) plans are similar in size to Kagan 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dermatology Solutions Group, LLC 401(k) Plan in FL ($14M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Kagan 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intrinsix Corp. 401(k) Plan in MA (66 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330378218.

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.