Profit Sharing · DOL Form 5500 · 2024
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 19
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan · Sponsored by Kaplan, Strangis & Kaplan, P.a. · Minnesota · Professional & Technical Services
$41M in assets, 19 participants
Kaplan, Strangis & Kaplan, P.a.'s Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan reported $41M in total assets and 19 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.
- #16,612 in Professional & Technical Services (20,173 peers)
Where Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan sits by assets
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 19 participants (~$2.2M/participant), down 0.6% in 2024.
- #16,612
- in Professional & Technical Services (20,173 peers)
- -0.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $236K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan's outsized position by total assets
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,255,168 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
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$236K in the plan year 2024 filing.
- Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.
- Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan end-of-year assets fell from $41M in the plan year 2023 filing to $41M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 411352003 · Kaplan, Strangis & Kaplan, P.a. PY 2024 · Profit Sharing
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan · $41M · 19 · 82nd
- EOY $41M
- EOY 19
- EOY 82nd
- EOY Profit Sharing
- EOY near Teamsters Local No. 469 Annuity Fund
- EOY ind #16612
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 Minnesota →
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$236K |
| Employer EIN | 411352003 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kaplan, Strangis & Kaplan, P.a.)
Sponsor-wide plan assets over time
All Kaplan, Strangis & Kaplan, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 6.0131857715286% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $39M |
| 2023 | 1 | 21 | $41M |
| 2024 | 1 | 19 | $41M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Teamsters Local No. 469 Annuity Fund in NJ ($41M); by covered participants it is V Dudziak Inc. Retirement Plan in CA (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Teamsters Local No. 469 Annuity Fund (NJ) $41M · 242
- Eah Inc. Retirement Plan (CA) $41M · 279
- Oregon Research Institute 403(b) Retirement Savings Plan (OR) $41M · 102
- Hirevue Retirement Trust (UT) $41M · 356
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- V Dudziak Inc. Retirement Plan (CA) 19 · 0 off
- Porter Auto Body Charleston, Inc. Profit Sharing (IL) 19 · 0 off
- Imperial Custom Cabinets, Inc. Profit Sharing Plan (CA) 19 · 0 off
- Bossert Logistics Inc Retirement Plan (SC) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.