401(k) · DOL Form 5500 · 2024

Jake Kaplan's Limited 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
249
Participants Below avg headcount
49th
Percentile by assets National rank
$29,373
Avg per participant Low balance/head
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Official DOL plan name: Jake Kaplan's Limited 401(k) Plan · Sponsored by Jake Kaplan's Limited · Rhode Island · Retail Trade

$7M in assets, 249 participants

Jake Kaplan's Limited's Jake Kaplan's Limited 401(k) Plan reported $7M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,770 in Retail Trade (8,048 peers)

Coverage in Rhode Island

Jake Kaplan's Limited 401(k) Plan covers 249 participants in Rhode Island, about 17% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $7M.

#4,770
in Retail Trade (8,048 peers)
+21.3%
assets growth YoY

Jake Kaplan's Limited 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Jake Kaplan's Limited 401(k) Plan vs every filed plan by assets

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

$7,313,972 49th percentile higher than 49% 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

Jake Kaplan's Limited 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. Jake Kaplan's Limited 401(k) Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jake Kaplan's Limited 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Jake Kaplan's Limited 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Jake Kaplan's Limited 401(k) Plan reported participants rose from 218 in the plan year 2023 filing to 249 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 050342304 · Jake Kaplan's Limited PY 2024 · 401(k)

Jake Kaplan's Limited 401(k) Plan · $7M · 249 · 49th

  • SCH $7M
  • EBSA 249
  • PART 49th
  • TYPE 401(k)
  • NET near Cps Technologies Corporation 401(k) Profit Sharing Plan & Trust
  • BOOK ind #4770

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 Retail Trade retirement plans → · Plans in Rhode Island →

Jake Kaplan's Limited 401(k) Plan in the asset neighbourhood

Depaula Auto Group 401(k) Profit Sharing PlanDepaula Auto Group 401(k) Pr…$7MJake Kaplan's Limited 401(k) PlanJake Kaplan's Limited 401(k)…$7MCps Technologies Corporation 401(k) Profit Sharing Plan & TrustCps Technologies Corporation…$7MNof Metal Coatings North America, Inc. Employee Savings and Profit Sharing PlanNof Metal Coatings North Ame…$7MKumho Tire Georgia, Inc. 401 (K) PlanKumho Tire Georgia, Inc. 401…$7M
End-of-year total assets ($M) among Jake Kaplan's Limited 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN050342304
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jake Kaplan's Limited)

Sponsor-wide plan assets over time

All Jake Kaplan's Limited plans reported in each filing year

Latest sponsor-wide plan assets
$7M 64.48740634257231% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.45M $7.31M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 134 $4M
2023 1 218 $6M
2024 1 249 $7M

Nearby 401(k) Plans in Rhode Island

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

Jake Kaplan's Limited 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Jake Kaplan's Limited 401(k) Plan, Total assets ($B): 0.007313972 · Participants: 249Jake Kaplan's Limited 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Jake Kaplan's Limited 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Jake Kaplan's Limited 401(k) Plan side-by-side with 3 peers →

Jake Kaplan's Limited 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Cps Technologies Corporation 401(k) Profit Sharing Plan & Trust in MA ($7M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Jake Kaplan's Limited 401(k) Plan assets move in 2024? ▼
Jake Kaplan's Limited 401(k) Plan grew sharply - up 21.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Jake Kaplan's Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jake Kaplan's Limited's sponsor-wide assets grew 64.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Jake Kaplan's Limited 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cps Technologies Corporation 401(k) Profit Sharing Plan & Trust in MA ($7M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Jake Kaplan's Limited 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Treeline Inc. 401(k) Plan in CA (249 participants, $29K 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 050342304.

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.