Profit Sharing · DOL Form 5500 · 2024

Kaplan, Kenegos & Kadin Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$186,072
Avg per participant Above avg balance/head
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Official DOL plan name: Kaplan, Kenegos & Kadin Profit Sharing Plan · Sponsored by Kaplan, Kenegos & Kadin · California · Professional & Technical Services

$1M in assets, 7 participants

Kaplan, Kenegos & Kadin's Kaplan, Kenegos & Kadin Profit Sharing Plan reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,160 in Professional & Technical Services (20,173 peers)

Kaplan, Kenegos & Kadin multi-year trail

Kaplan, Kenegos & Kadin's plans moved +21.7% in assets from 2022 to 2024; this filing shows Kaplan, Kenegos & Kadin Profit Sharing Plan at $1M / 7 participants.

#4,160
in Professional & Technical Services (20,173 peers)
+2.9%
assets growth YoY

Kaplan, Kenegos & Kadin Profit Sharing Plan among the smaller filed plans by assets

Kaplan, Kenegos & Kadin Profit Sharing Plan vs every filed plan by assets

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

$1,302,505 25th percentile higher than 25% 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

Kaplan, Kenegos & Kadin Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaplan, Kenegos & Kadin Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaplan, Kenegos & Kadin Profit Sharing Plan reported net income fell from $195K in the plan year 2023 filing to $37K in the plan year 2024 filing.
  • Kaplan, Kenegos & Kadin Profit Sharing Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Kaplan, Kenegos & Kadin Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953926318 · Kaplan, Kenegos & Kadin PY 2024 · Profit Sharing

Kaplan, Kenegos & Kadin Profit Sharing Plan · $1M · 7 · 25th

  • PART $1M
  • TYPE 7
  • NET 25th
  • BOOK Profit Sharing
  • VS-ST near Aaron Elkowitz, Dmd, P.C. 401(k) Plan
  • BOY ind #4160

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 California →

Kaplan, Kenegos & Kadin Profit Sharing Plan in the asset neighbourhood

Kaplan, Kenegos & Kadin Profit Sharing PlanKaplan, Kenegos & Kadin Prof…$1MAaron Elkowitz, Dmd, P.C. 401(k) PlanAaron Elkowitz, Dmd, P.C. 40…$1MNicolas Casellas Castillo Retirement PlanNicolas Casellas Castillo Re…$1MJose Ricardo Llado Diaz Retirement PlanJose Ricardo Llado Diaz Reti…$1MTwo Herons' Farm Inc Retirement PlanTwo Herons' Farm Inc Retirem…$1M
End-of-year total assets ($M) among Kaplan, Kenegos & Kadin Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kaplan, Kenegos & Kadin multi-year asset trail

Sponsor-wide plan assets over time

All Kaplan, Kenegos & Kadin plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.73137330219265% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.07M $1.3M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 8 $1M
2024 1 7 $1M

Kaplan, Kenegos & Kadin filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$37K
Employer EIN953926318
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Kaplan, Kenegos & Kadin Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Kaplan, Kenegos & Kadin Profit Sharing Plan, Total assets ($B): 0.001302505 · Participants: 7Kaplan, Kenegos & Kadin Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Kaplan, Kenegos & Kadin Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Kaplan, Kenegos & Kadin Profit Sharing Plan side-by-side with 3 peers →

Kaplan, Kenegos & Kadin Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Aaron Elkowitz, Dmd, P.C. 401(k) Plan in NY ($1M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Kaplan, Kenegos & Kadin Profit Sharing Plan assets move in 2024? ▼
Kaplan, Kenegos & Kadin Profit Sharing Plan edged up modestly - up 2.9% during 2024, from $1M to $1M. Reported net income was $37K.
How have Kaplan, Kenegos & Kadin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaplan, Kenegos & Kadin's sponsor-wide assets grew 21.7%, from $1M to $1M.
Where does Kaplan, Kenegos & Kadin Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kaplan, Kenegos & Kadin Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Kaplan, Kenegos & Kadin Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aaron Elkowitz, Dmd, P.C. 401(k) Plan in NY ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Kaplan, Kenegos & Kadin Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 953926318.

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.