401(k) · DOL Form 5500 · 2024
Kumon North America, Inc. 401(k) Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 313
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $221,265
- Avg per participant Above avg balance/head
Official DOL plan name: Kumon North America, Inc. 401(k) Plan · Sponsored by Kumon North America, Inc. · New Jersey · Educational Services
$69M in assets, 313 participants
Kumon North America, Inc.'s Kumon North America, Inc. 401(k) Plan reported $69M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,823 in Educational Services (3,638 peers)
Coverage in New Jersey
Kumon North America, Inc. 401(k) Plan covers 313 participants in New Jersey, about 37% of the average New Jersey filer (state average ~844 per filing). Assets: $69M.
- #2,823
- in Educational Services (3,638 peers)
- +14.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Kumon North America, Inc. 401(k) Plan's outsized position by total assets
Kumon North America, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$69,255,865 Top 13% higher than 87% 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
Kumon North America, Inc. 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. Kumon North America, Inc. 401(k) Plan sits mid-pack in the medium band (313 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kumon North America, Inc. 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Kumon North America, Inc. 401(k) Plan end-of-year assets rose from $60M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- Kumon North America, Inc. 401(k) Plan reported participants rose from 289 in the plan year 2023 filing to 313 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954254899 · Kumon North America, Inc. PY 2024 · 401(k)
Kumon North America, Inc. 401(k) Plan · $69M · 313 · 87th
- IND $69M
- IND 313
- IND 87th
- IND 401(k)
- IND near Pyramid Healthcare, Inc. 401(k) Retirement Plan
- IND ind #2823
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 New Jersey →
Kumon North America, Inc. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $9M |
| Employer EIN | 954254899 |
| Plan Effective Date | 1992-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kumon North America, Inc.)
Sponsor-wide plan assets over time
All Kumon North America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 29.18117282579871% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 282 | $54M |
| 2023 | 1 | 289 | $60M |
| 2024 | 1 | 313 | $69M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Kumon North America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Pyramid Healthcare, Inc. 401(k) Retirement Plan in PA ($69M); by covered participants it is 403(b) Thrift Plan of Waypoint in NH (313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Pyramid Healthcare, Inc. 401(k) Retirement Plan (PA) $69M · 3,068
- The Randall Group, Inc. Retirement Plan (OR) $69M · 286
- Ua Local 190 Defined Contribution Plan (MI) $69M · 1,254
- Kelly Tractor Co. Savings & Profit Sharing Plan (FL) $69M · 472
Similar participant headcount
Nearest other-state filings by covered participants (313 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Waypoint (NH) 313 · 0 off
- Deciphera 401(k) Plan (MA) 313 · 0 off
- Rps Holdings 401(k) Plan (CA) 313 · 0 off
- Solar Atmospheres Inc. 401(k) Profit Sharing Plan (PA) 313 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.