The Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees — Form 5500 plan (Graham Holdings Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Kaplan, Inc. Tax Deferred Savings Plan For Salaried Employees is a benefit plan reported by Graham Holdings Company under EIN 53-0182885 and plan number 023. The latest loaded filing year is 2023. The filing reports 3,933 participants and $310,002,741 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$310MPlan net assets, end of year$310,002,741
Participants3.9KCovered participants reported3,933
Assets / participant$78.8KComputed: assets ÷ participants$78,821 (computed)
Provider compensation$234.5K2 Schedule C provider row(s)$234,545
- Plan sponsor
- Graham Holdings Company
- EIN
- 53-0182885
- Plan number
- 023
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,933 | H, C | 20241007144810NAL0026460032001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$310M total assets
Net assets$310MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $310,002,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $310,002,741
- Net assets (BOY)
- $262,805,160
Income & contributions
- Employer contributions
- $1,271,107
- Participant contributions
- $12,183,186
- Total contributions
- $14,709,399
- Total income / additions
- $64,773,429
Expenses & distributions
- Benefits paid
- $17,340,085
- Administrative expenses
- $234,546
- Total expenses
- $17,575,848
- Net increase / (decrease)
- $47,197,581
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
91%
Employer 9%Participant 91%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $134,337 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $100,208 | not reported in the loaded dataset | 2023 |