401(k) · DOL Form 5500 · 2024
Kapnick and Company, Inc. Dba Kapnick Insurance Group 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 192
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $214,386
- Avg per participant Above avg balance/head
Official DOL plan name: Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust · Sponsored by Kapnick and Company, Inc. Dba Kapnick Insurance Group · Michigan · Finance & Insurance
$41M in assets, 192 participants
Kapnick and Company, Inc. Dba Kapnick Insurance Group's Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust reported $41M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,139 in Finance & Insurance (8,549 peers)
Coverage in Michigan
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust covers 192 participants in Michigan, about 30% of the average Michigan filer (state average ~638 per filing). Assets: $41M.
- #6,139
- in Finance & Insurance (8,549 peers)
- +18.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust's outsized position by total assets
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,162,183 Top 18% higher than 82% 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
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust end-of-year assets rose from $35M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust reported participants rose from 172 in the plan year 2023 filing to 192 in the plan year 2024 filing.
- Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 381902430 · Kapnick and Company, Inc. Dba Kapnick Insurance Group PY 2024 · 401(k)
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust · $41M · 192 · 82nd
- EBSA $41M
- EBSA 192
- EBSA 82nd
- EBSA 401(k)
- EBSA near 401(k) Profit Sharing Plan for Employees of Welllife Network Inc.
- EBSA ind #6139
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 Michigan →
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $7M |
| Employer EIN | 381902430 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kapnick and Company, Inc. Dba Kapnick Insurance Group)
Sponsor-wide plan assets over time
All Kapnick and Company, Inc. Dba Kapnick Insurance Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 48.39320599929557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $28M |
| 2023 | 1 | 172 | $35M |
| 2024 | 1 | 192 | $41M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Welllife Network Inc. in NY ($41M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- 401(k) Profit Sharing Plan for Employees of Welllife Network Inc. (NY) $41M · 2,405
- Costa Farms, LLC 401(k) Plan (FL) $41M · 4,209
- Jazz Basketball Investors LLC 401(k) Plan (UT) $41M · 1,192
- Mars Hill University Defined Contribution Retirement Plan (NC) $41M · 251
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Lawley Motors, LLC 401(k) Plan (AZ) 192 · 0 off
- Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust (GA) 192 · 0 off
- Vertos Medical, Inc. 401(k) Plan (CA) 192 · 0 off
- Gridpoint, Inc. 401(k) Plan (VA) 192 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.