401(k) · DOL Form 5500 · 2022

Ketchum Wood & Burgert Chartered 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
78
Participants Small participant base
78th
Percentile by assets National rank
$264,604
Avg per participant High balance/head
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Official DOL plan name: Ketchum, Wood and Burgert Chartered Profit Sharing Plan · Sponsored by Ketchum Wood & Burgert Chartered · Florida · Healthcare & Social Assistance

$21M in assets, 78 participants

Ketchum Wood & Burgert Chartered's Ketchum, Wood and Burgert Chartered Profit Sharing Plan reported $21M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,302 in Healthcare & Social Assistance (20,060 peers)

Where Ketchum, Wood and Burgert Chartered Profit Sharing Plan sits by assets

Ketchum, Wood and Burgert Chartered Profit Sharing Plan sits in the top quartile of all filed plans by assets, $21M for 78 participants (~$264,604/participant), down 38.6% in 2022.

#16,302
in Healthcare & Social Assistance (20,060 peers)
-38.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ketchum, Wood and Burgert Chartered Profit Sharing Plan's outsized position by total assets

Ketchum, Wood and Burgert Chartered Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,639,122 Top 22% higher than 78% of 139,123 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 2022

Ketchum, Wood and Burgert Chartered Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ketchum, Wood and Burgert Chartered Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 591228604 · Ketchum Wood & Burgert Chartered PY 2022 · 401(k)

Ketchum, Wood and Burgert Chartered Profit Sharing Plan · $21M · 78 · 78th

  • EOY $21M
  • EOY 78
  • EOY 78th
  • EOY 401(k)
  • EOY near Orthopaedic Associates, Inc. Profit Sharing Plan & Trust
  • EOY ind #16302

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Ketchum, Wood and Burgert Chartered Profit Sharing Plan in the asset neighbourhood

Ketchum, Wood and Burgert Chartered Profit Sharing PlanKetchum, Wood and Burgert Ch…$21MOrthopaedic Associates, Inc. Profit Sharing Plan & TrustOrthopaedic Associates, Inc.…$21MSemblex Corporation Employee Profit Sharing & 401(k) PlanSemblex Corporation Employee…$21MHarvey Nash, Inc. 401(k) Plan$21MOfs Represented 401(k) Plan$21M
End-of-year total assets ($M) among Ketchum, Wood and Burgert Chartered Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$21M
Net Income-$13M
Employer EIN591228604
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ketchum Wood & Burgert Chartered)

Sponsor-wide plan assets over time

All Ketchum Wood & Burgert Chartered plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.872031862595705% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.6M $25.8M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 78 $21M
2023 1 73 $24M
2024 1 72 $26M

Nearby 401(k) Plans in Florida

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

Ketchum, Wood and Burgert Chartered Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ketchum, Wood and Burgert Chartered Profit Sharing Plan, Total assets ($B): 0.020639122 · Participants: 78Ketchum, Wood and Burgert Chartered Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Ketchum, Wood and Burgert Chartered Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ketchum, Wood and Burgert Chartered Profit Sharing Plan side-by-side with 3 peers →

Ketchum, Wood and Burgert Chartered Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Orthopaedic Associates, Inc. Profit Sharing Plan & Trust in OH ($21M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ketchum, Wood and Burgert Chartered Profit Sharing Plan assets move in 2022? ▼
Ketchum, Wood and Burgert Chartered Profit Sharing Plan contracted severely - down 38.6% during 2022, from $34M to $21M. Reported net income was -$13M.
How have Ketchum Wood & Burgert Chartered plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ketchum Wood & Burgert Chartered's sponsor-wide assets grew 24.9%, from $21M to $26M.
Where does Ketchum, Wood and Burgert Chartered Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ketchum, Wood and Burgert Chartered Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ketchum, Wood and Burgert Chartered Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedic Associates, Inc. Profit Sharing Plan & Trust in OH ($21M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Ketchum, Wood and Burgert Chartered Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591228604.

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.