Profit Sharing · DOL Form 5500 · 2024
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan
Data updated 2026-07-24
- $41M
- Total assets
- 19
- Participants
- 82nd
- Percentile by assets
- $2.2M
- Avg per participant
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.
- 82nd percentile by assets (of 116,472 plans)
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.
- $41M
- total plan assets (2024 EOY)
- 19
- covered participants
- 82nd
- percentile by assets (of 116,472 plans)
- $2.2M
- avg assets per participant
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.
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.
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs the 2024 asset distribution
By assets, Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan outranks 82% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).
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.)
| 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.
Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan assets move in 2024? ▼
How have Kaplan, Strangis & Kaplan, P.a. plan assets changed over time? ▼
Where does Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan? ▼
Next read for Kaplan, Strangis & Kaplan, P.a. Profit S…
Scale reading
Ways to act on Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan's numbers.
- By total assets, Kaplan, Strangis & Kaplan, P.a. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- Kaplan, Strangis & Kaplan, P.a.'s sponsor-wide assets have grown 6.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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 411352003.
Read our methodology - how this data is sourced, computed, and verified.