401(k) · DOL Form 5500 · 2024
Kane Financial Services, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $47,272
- Avg per participant Low balance/head
Official DOL plan name: Company 401(k) Plan · Sponsored by Kane Financial Services, LLC · Florida · Healthcare & Social Assistance
$5M in assets, 103 participants
Kane Financial Services, LLC's Company 401(k) Plan reported $5M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,525 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Company 401(k) Plan covers 103 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $5M.
- #7,525
- in Healthcare & Social Assistance (16,916 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $475K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Company 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,868,971 42nd percentile higher than 42% 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
Company 401(k) Plan 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. Company 401(k) Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Company 401(k) Plan reported net income fell from $276K in the plan year 2023 filing to -$475K in the plan year 2024 filing.
- Company 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Company 401(k) Plan reported participants rose from 101 in the plan year 2023 filing to 103 in the plan year 2024 filing.
DOL schedule card
Filing strip 800183269 · Kane Financial Services, LLC PY 2024 · 401(k)
Company 401(k) Plan · $5M · 103 · 42nd
- EBSA $5M
- PART 103
- TYPE 42nd
- NET 401(k)
- BOOK near Shingle Springs Nissan Subaru Inc. Retirement Savings Plan
- VS-ST ind #7525
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Company 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$475K |
| Employer EIN | 800183269 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kane Financial Services, LLC)
Sponsor-wide plan assets over time
All Kane Financial Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 3.92790978917092% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $5M |
| 2023 | 1 | 101 | $5M |
| 2024 | 1 | 103 | $5M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Shingle Springs Nissan Subaru Inc. Retirement Savings Plan in CA ($5M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Chrysalis House Inc 401(k) Profit Sharing Plan & Trust (MD) 103 · 0 off
- North Valley Endodontics P. a. (AZ) 103 · 0 off
- Servicetec International, Inc. 401(k) Plan (VA) 103 · 0 off
- Casto Technical Services, Inc. Employee Savings Plan (WV) 103 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.