401(k) · DOL Form 5500 · 2024
Kapnick and Company, Inc. Dba Kapnick Insurance Group 401(k) Plan
Data updated 2026-08-11
- $41M
- Total assets
- 192
- Participants
- 82nd
- Percentile by assets
- $214,386
- Avg per participant
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.
- 82nd percentile by assets (of 123,622 plans)
- #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.
- $41M
- total plan assets (2024 EOY)
- 192
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $214,386
- avg assets per participant
Where Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust sits 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
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust reports 192 participants - about 30% of that state average ($41M EOY assets).
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)
| 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.
Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust assets move in 2024? ▼
How have Kapnick and Company, Inc. Dba Kapnick Insurance Group plan assets changed over time? ▼
Where does Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust? ▼
Next read for Kapnick and Company, Inc. Profit Sharing…
Filing takeaways
Ways to act on Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust's numbers.
- By total assets, Kapnick and Company, Inc. Profit Sharing and Thrift Savings Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
- Kapnick and Company, Inc. Dba Kapnick Insurance Group's sponsor-wide assets have grown 48.4% since 2022 across 3 plan years on file. More Finance & Insurance plans