The J. M. Kaplan Fund Inc.
Plan context: The J.M. Kaplan Fund Inc. Supplemental Retirement Plan
EIN 13-6090286 • New York, NY • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$3,121,586
2024 Contributions
$206,063
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $3,121,586 | $206,063 | $22,896iApproximate average salary by contribution assumption: employee only about $572,397 at 4% or $381,598 at 6%; with 50% employer match about $381,598 at 4% or $254,399 at 6%; with 100% employer match about $286,199 at 4% or $190,799 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 9 | $3,121,586 | $206,063 | $22,896iApproximate average salary by contribution assumption: employee only about $572,397 at 4% or $381,598 at 6%; with 50% employer match about $381,598 at 4% or $254,399 at 6%; with 100% employer match about $286,199 at 4% or $190,799 at 6%. |
| 2023 | 1 | 12 | $3,531,376 | $131,190 | $10,933iApproximate average salary by contribution assumption: employee only about $273,313 at 4% or $182,208 at 6%; with 50% employer match about $182,208 at 4% or $121,472 at 6%; with 100% employer match about $136,656 at 4% or $91,104 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 12 | $3,531,376 | $131,190 | $10,933iApproximate average salary by contribution assumption: employee only about $273,313 at 4% or $182,208 at 6%; with 50% employer match about $182,208 at 4% or $121,472 at 6%; with 100% employer match about $136,656 at 4% or $91,104 at 6%. |
| 2022 | 1 | 12 | $3,304,566 | $118,388 | $9,866iApproximate average salary by contribution assumption: employee only about $246,642 at 4% or $164,428 at 6%; with 50% employer match about $164,428 at 4% or $109,619 at 6%; with 100% employer match about $123,321 at 4% or $82,214 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 12 | $3,304,566 | $118,388 | $9,866iApproximate average salary by contribution assumption: employee only about $246,642 at 4% or $164,428 at 6%; with 50% employer match about $164,428 at 4% or $109,619 at 6%; with 100% employer match about $123,321 at 4% or $82,214 at 6%. |
| 2021 | 1 | 12 | $3,843,195 | $110,101 | $9,175iApproximate average salary by contribution assumption: employee only about $229,377 at 4% or $152,918 at 6%; with 50% employer match about $152,918 at 4% or $101,945 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 12 | $3,843,195 | $110,101 | $9,175iApproximate average salary by contribution assumption: employee only about $229,377 at 4% or $152,918 at 6%; with 50% employer match about $152,918 at 4% or $101,945 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%. |
| 2020 | 1 | 11 | $3,324,291 | $98,564 | $8,960iApproximate average salary by contribution assumption: employee only about $224,009 at 4% or $149,339 at 6%; with 50% employer match about $149,339 at 4% or $99,560 at 6%; with 100% employer match about $112,005 at 4% or $74,670 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 11 | $3,324,291 | $98,564 | $8,960iApproximate average salary by contribution assumption: employee only about $224,009 at 4% or $149,339 at 6%; with 50% employer match about $149,339 at 4% or $99,560 at 6%; with 100% employer match about $112,005 at 4% or $74,670 at 6%. |
| 2019 | 1 | 10 | $2,737,048 | $91,000 | $9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 10 | $2,737,048 | $91,000 | $9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%. |
| 2018 | 1 | 10 | $2,191,570 | $81,043 | $8,104iApproximate average salary by contribution assumption: employee only about $202,608 at 4% or $135,072 at 6%; with 50% employer match about $135,072 at 4% or $90,048 at 6%; with 100% employer match about $101,304 at 4% or $67,536 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 10 | $2,191,570 | $81,043 | $8,104iApproximate average salary by contribution assumption: employee only about $202,608 at 4% or $135,072 at 6%; with 50% employer match about $135,072 at 4% or $90,048 at 6%; with 100% employer match about $101,304 at 4% or $67,536 at 6%. |
| 2017 | 1 | 10 | $2,307,471 | $91,344 | $9,134iApproximate average salary by contribution assumption: employee only about $228,360 at 4% or $152,240 at 6%; with 50% employer match about $152,240 at 4% or $101,493 at 6%; with 100% employer match about $114,180 at 4% or $76,120 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 10 | $2,307,471 | $91,344 | $9,134iApproximate average salary by contribution assumption: employee only about $228,360 at 4% or $152,240 at 6%; with 50% employer match about $152,240 at 4% or $101,493 at 6%; with 100% employer match about $114,180 at 4% or $76,120 at 6%. |
| 2016 | 1 | 12 | $2,630,846 | $96,455 | $8,038iApproximate average salary by contribution assumption: employee only about $200,948 at 4% or $133,965 at 6%; with 50% employer match about $133,965 at 4% or $89,310 at 6%; with 100% employer match about $100,474 at 4% or $66,983 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 12 | $2,630,846 | $96,455 | $8,038iApproximate average salary by contribution assumption: employee only about $200,948 at 4% or $133,965 at 6%; with 50% employer match about $133,965 at 4% or $89,310 at 6%; with 100% employer match about $100,474 at 4% or $66,983 at 6%. |
| 2015 | 1 | 14 | $2,527,638 | $74,947 | $5,353iApproximate average salary by contribution assumption: employee only about $133,834 at 4% or $89,223 at 6%; with 50% employer match about $89,223 at 4% or $59,482 at 6%; with 100% employer match about $66,917 at 4% or $44,611 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 14 | $2,527,638 | $74,947 | $5,353iApproximate average salary by contribution assumption: employee only about $133,834 at 4% or $89,223 at 6%; with 50% employer match about $89,223 at 4% or $59,482 at 6%; with 100% employer match about $66,917 at 4% or $44,611 at 6%. |
| 2014 | 1 | 12 | $2,518,269 | $55,222 | $4,602iApproximate average salary by contribution assumption: employee only about $115,046 at 4% or $76,697 at 6%; with 50% employer match about $76,697 at 4% or $51,131 at 6%; with 100% employer match about $57,523 at 4% or $38,349 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 12 | $2,518,269 | $55,222 | $4,602iApproximate average salary by contribution assumption: employee only about $115,046 at 4% or $76,697 at 6%; with 50% employer match about $76,697 at 4% or $51,131 at 6%; with 100% employer match about $57,523 at 4% or $38,349 at 6%. |
| 2013 | 1 | 8 | $2,372,984 | $27,492 | $3,437iApproximate average salary by contribution assumption: employee only about $85,913 at 4% or $57,275 at 6%; with 50% employer match about $57,275 at 4% or $38,183 at 6%; with 100% employer match about $42,956 at 4% or $28,638 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 8 | $2,372,984 | $27,492 | $3,437iApproximate average salary by contribution assumption: employee only about $85,913 at 4% or $57,275 at 6%; with 50% employer match about $57,275 at 4% or $38,183 at 6%; with 100% employer match about $42,956 at 4% or $28,638 at 6%. |
| 2012 | 1 | 9 | $2,538,414 | $52,746 | $5,861iApproximate average salary by contribution assumption: employee only about $146,517 at 4% or $97,678 at 6%; with 50% employer match about $97,678 at 4% or $65,119 at 6%; with 100% employer match about $73,258 at 4% or $48,839 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 9 | $2,538,414 | $52,746 | $5,861iApproximate average salary by contribution assumption: employee only about $146,517 at 4% or $97,678 at 6%; with 50% employer match about $97,678 at 4% or $65,119 at 6%; with 100% employer match about $73,258 at 4% or $48,839 at 6%. |
| 2011 | 1 | 9 | $2,200,783 | $63,518 | $7,058iApproximate average salary by contribution assumption: employee only about $176,439 at 4% or $117,626 at 6%; with 50% employer match about $117,626 at 4% or $78,417 at 6%; with 100% employer match about $88,219 at 4% or $58,813 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 9 | $2,200,783 | $63,518 | $7,058iApproximate average salary by contribution assumption: employee only about $176,439 at 4% or $117,626 at 6%; with 50% employer match about $117,626 at 4% or $78,417 at 6%; with 100% employer match about $88,219 at 4% or $58,813 at 6%. |
| 2010 | 1 | 9 | $2,188,996 | $45,495 | $5,055iApproximate average salary by contribution assumption: employee only about $126,375 at 4% or $84,250 at 6%; with 50% employer match about $84,250 at 4% or $56,167 at 6%; with 100% employer match about $63,188 at 4% or $42,125 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 9 | $2,188,996 | $45,495 | $5,055iApproximate average salary by contribution assumption: employee only about $126,375 at 4% or $84,250 at 6%; with 50% employer match about $84,250 at 4% or $56,167 at 6%; with 100% employer match about $63,188 at 4% or $42,125 at 6%. |
| 2009 | 1 | 9 | $1,860,834 | $50,960 | $5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 9 | $1,860,834 | $50,960 | $5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%. |
| 2008 | 1 | 6 | $1,461,257 | $99,667 | $16,611iApproximate average salary by contribution assumption: employee only about $415,279 at 4% or $276,853 at 6%; with 50% employer match about $276,853 at 4% or $184,569 at 6%; with 100% employer match about $207,640 at 4% or $138,426 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 6 | $1,461,257 | $99,667 | $16,611iApproximate average salary by contribution assumption: employee only about $415,279 at 4% or $276,853 at 6%; with 50% employer match about $276,853 at 4% or $184,569 at 6%; with 100% employer match about $207,640 at 4% or $138,426 at 6%. |
| 2007 | 1 | 6 | $2,155,958 | $86,050 | $14,342iApproximate average salary by contribution assumption: employee only about $358,542 at 4% or $239,028 at 6%; with 50% employer match about $239,028 at 4% or $159,352 at 6%; with 100% employer match about $179,271 at 4% or $119,514 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 6 | $2,155,958 | $86,050 | $14,342iApproximate average salary by contribution assumption: employee only about $358,542 at 4% or $239,028 at 6%; with 50% employer match about $239,028 at 4% or $159,352 at 6%; with 100% employer match about $179,271 at 4% or $119,514 at 6%. |
| 2006 | 1 | 6 | $1,764,308 | $85,146 | $14,191iApproximate average salary by contribution assumption: employee only about $354,775 at 4% or $236,517 at 6%; with 50% employer match about $236,517 at 4% or $157,678 at 6%; with 100% employer match about $177,388 at 4% or $118,258 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 6 | $1,764,308 | $85,146 | $14,191iApproximate average salary by contribution assumption: employee only about $354,775 at 4% or $236,517 at 6%; with 50% employer match about $236,517 at 4% or $157,678 at 6%; with 100% employer match about $177,388 at 4% or $118,258 at 6%. |
| 2005 | 1 | 5 | $1,433,492 | $76,742 | $15,348iApproximate average salary by contribution assumption: employee only about $383,710 at 4% or $255,807 at 6%; with 50% employer match about $255,807 at 4% or $170,538 at 6%; with 100% employer match about $191,855 at 4% or $127,903 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 5 | $1,433,492 | $76,742 | $15,348iApproximate average salary by contribution assumption: employee only about $383,710 at 4% or $255,807 at 6%; with 50% employer match about $255,807 at 4% or $170,538 at 6%; with 100% employer match about $191,855 at 4% or $127,903 at 6%. |
| 2004 | 1 | 5 | $1,199,620 | $74,134 | $14,827iApproximate average salary by contribution assumption: employee only about $370,670 at 4% or $247,113 at 6%; with 50% employer match about $247,113 at 4% or $164,742 at 6%; with 100% employer match about $185,335 at 4% or $123,557 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 5 | $1,199,620 | $74,134 | $14,827iApproximate average salary by contribution assumption: employee only about $370,670 at 4% or $247,113 at 6%; with 50% employer match about $247,113 at 4% or $164,742 at 6%; with 100% employer match about $185,335 at 4% or $123,557 at 6%. |
| 2003 | 1 | 5 | $1,004,230 | $73,848 | $14,770iApproximate average salary by contribution assumption: employee only about $369,240 at 4% or $246,160 at 6%; with 50% employer match about $246,160 at 4% or $164,107 at 6%; with 100% employer match about $184,620 at 4% or $123,080 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 5 | $1,004,230 | $73,848 | $14,770iApproximate average salary by contribution assumption: employee only about $369,240 at 4% or $246,160 at 6%; with 50% employer match about $246,160 at 4% or $164,107 at 6%; with 100% employer match about $184,620 at 4% or $123,080 at 6%. |
| 2002 | 2 | 5 | $787,298 | $83,026 | $16,605iApproximate average salary by contribution assumption: employee only about $415,130 at 4% or $276,753 at 6%; with 50% employer match about $276,753 at 4% or $184,502 at 6%; with 100% employer match about $207,565 at 4% or $138,377 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 5 | $787,298 | $39,407 | $7,881iApproximate average salary by contribution assumption: employee only about $197,035 at 4% or $131,357 at 6%; with 50% employer match about $131,357 at 4% or $87,571 at 6%; with 100% employer match about $98,518 at 4% or $65,678 at 6%. |
| The J.M. Kaplan Fund Inc. Employees Pension Plan | - | 0 | - | $43,619 | - |
| 2001 | 2 | 5 | $820,008 | $83,647 | $16,729iApproximate average salary by contribution assumption: employee only about $418,235 at 4% or $278,823 at 6%; with 50% employer match about $278,823 at 4% or $185,882 at 6%; with 100% employer match about $209,118 at 4% or $139,412 at 6%. |
| The J.M. Kaplan Fund Inc. Employees Pension Plan | - | 5 | $576,665 | $74,527 | $14,905iApproximate average salary by contribution assumption: employee only about $372,635 at 4% or $248,423 at 6%; with 50% employer match about $248,423 at 4% or $165,616 at 6%; with 100% employer match about $186,318 at 4% or $124,212 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 5 | $243,343 | $9,120 | $1,824iApproximate average salary by contribution assumption: employee only about $45,600 at 4% or $30,400 at 6%; with 50% employer match about $30,400 at 4% or $20,267 at 6%; with 100% employer match about $22,800 at 4% or $15,200 at 6%. |
| 2000 | 2 | 5 | $883,797 | $45,717 | $9,143iApproximate average salary by contribution assumption: employee only about $228,585 at 4% or $152,390 at 6%; with 50% employer match about $152,390 at 4% or $101,593 at 6%; with 100% employer match about $114,293 at 4% or $76,195 at 6%. |
| The J.M. Kaplan Fund Inc. Employees Pension Plan | - | 5 | $602,920 | $45,717 | $9,143iApproximate average salary by contribution assumption: employee only about $228,585 at 4% or $152,390 at 6%; with 50% employer match about $152,390 at 4% or $101,593 at 6%; with 100% employer match about $114,293 at 4% or $76,195 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 5 | $280,877 | - | - |
| 1999 | 2 | 3 | $984,076 | $51,484 | $17,161iApproximate average salary by contribution assumption: employee only about $429,033 at 4% or $286,022 at 6%; with 50% employer match about $286,022 at 4% or $190,681 at 6%; with 100% employer match about $214,517 at 4% or $143,011 at 6%. |
| The J.M. Kaplan Fund Inc. Employees Pension Plan | - | 3 | $668,127 | $51,484 | $17,161iApproximate average salary by contribution assumption: employee only about $429,033 at 4% or $286,022 at 6%; with 50% employer match about $286,022 at 4% or $190,681 at 6%; with 100% employer match about $214,517 at 4% or $143,011 at 6%. |
| The J.M. Kaplan Fund Inc. Supplemental Retirement Plan | - | 3 | $315,949 | - | - |