401(k) · DOL Form 5500 · 2024

Kaplan Levenson P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
37th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Kaplan Levenson P.C. 401(k) Profit Sharing Plan · Sponsored by Kaplan Levenson P.C. · New Jersey · Professional & Technical Services

$4M in assets, 3 participants

Kaplan Levenson P.C.'s Kaplan Levenson P.C. 401(k) Profit Sharing Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,779 in Professional & Technical Services (20,173 peers)

Kaplan Levenson P.C. multi-year trail

Kaplan Levenson P.C.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows Kaplan Levenson P.C. 401(k) Profit Sharing Plan at $4M / 3 participants.

#6,779
in Professional & Technical Services (20,173 peers)
-2.2%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaplan Levenson P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kaplan Levenson P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,628,382 37th percentile higher than 37% 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

Kaplan Levenson P.C. 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. Kaplan Levenson P.C. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaplan Levenson P.C. 401(k) Profit Sharing Plan reported net income fell from $843K in the plan year 2023 filing to -$80K in the plan year 2024 filing.
  • Kaplan Levenson P.C. 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 821842952 · Kaplan Levenson P.C. PY 2024 · 401(k)

Kaplan Levenson P.C. 401(k) Profit Sharing Plan · $4M · 3 · 37th

  • BOOK $4M
  • VS-ST 3
  • BOY 37th
  • SCH 401(k)
  • EBSA near Mcwhirter Realty Partners, LLC Savings Plan
  • PART ind #6779

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Kaplan Levenson P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Kaplan Levenson P.C. 401(k) Profit Sharing PlanKaplan Levenson P.C. 401(k) …$4MMcwhirter Realty Partners, LLC Savings PlanMcwhirter Realty Partners, L…$4MGoauto Management Services, LLC 401(k) PlanGoauto Management Services, …$4MQuality Harvest Foods Corp 401(KQuality Harvest Foods Corp 4…$4MRoscoe Brown, Inc. 401(k) PlanRoscoe Brown, Inc. 401(k) Pl…$4M
End-of-year total assets ($M) among Kaplan Levenson P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kaplan Levenson P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Kaplan Levenson P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.626356169278964% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.87M $3.63M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 3 $4M

Kaplan Levenson P.C. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$80K
Employer EIN821842952
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Kaplan Levenson P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Kaplan Levenson P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.003628382 · Participants: 3Kaplan Levenson P.C. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Kaplan Levenson P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Kaplan Levenson P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kaplan Levenson P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Mcwhirter Realty Partners, LLC Savings Plan in GA ($4M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kaplan Levenson P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Kaplan Levenson P.C. 401(k) Profit Sharing Plan edged down modestly - down 2.2% during 2024, from $4M to $4M. Reported net income was -$80K.
How have Kaplan Levenson P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaplan Levenson P.C.'s sponsor-wide assets grew 26.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Kaplan Levenson P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcwhirter Realty Partners, LLC Savings Plan in GA ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Kaplan Levenson P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 821842952.

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.