401(k) · DOL Form 5500 · 2022

Aylstock, Witkin, Kreis & Overholtz, P.L.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
222
Participants Below avg headcount
70th
Percentile by assets National rank
$59,460
Avg per participant Low balance/head
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Official DOL plan name: Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan · Sponsored by Aylstock, Witkin, Kreis & Overholtz, P.L.C. · Florida · Professional & Technical Services

$13M in assets, 222 participants

Aylstock, Witkin, Kreis & Overholtz, P.L.C.'s Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan reported $13M in total assets and 222 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,020 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan covers 222 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#15,020
in Professional & Technical Services (21,562 peers)
-14.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan's outsized position by total assets

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,200,043 Top 30% higher than 70% 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

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (222 participants).

DOL schedule card

Filing strip 593727946 · Aylstock, Witkin, Kreis & Overholtz, P.L.C. PY 2022 · 401(k)

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan · $13M · 222 · 70th

  • RANK $13M
  • RANK 222
  • RANK 70th
  • RANK 401(k)
  • RANK near Lda Management Company, Inc. 401(k) Plan
  • RANK ind #15020

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 Florida →

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing PlanAylstock, Witkin, Kreis, & O…$13MLda Management Company, Inc. 401(k) PlanLda Management Company, Inc.…$13MHale Makua Health Services 401(k) PlanHale Makua Health Services 4…$13MSmith Seed Services 401(k) Retirement PlanSmith Seed Services 401(k) R…$13MDallas Theological Seminary Retirement Savings PlanDallas Theological Seminary …$13M
End-of-year total assets ($M) among Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN593727946
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aylstock, Witkin, Kreis & Overholtz, P.L.C.)

Sponsor-wide plan assets over time

All Aylstock, Witkin, Kreis & Overholtz, P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 56.852564798463156% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.2M $20.7M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 222 $13M
2023 1 228 $17M
2024 1 231 $21M

Nearby 401(k) Plans in Florida

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

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.013200043 · Participants: 222Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) 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
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lda Management Company, Inc. 401(k) Plan in TX ($13M); by covered participants it is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan pulled back noticeably - down 14.4% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Aylstock, Witkin, Kreis & Overholtz, P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aylstock, Witkin, Kreis & Overholtz, P.L.C.'s sponsor-wide assets grew 56.9%, from $13M to $21M.
Which 401(k) plans are similar in size to Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lda Management Company, Inc. 401(k) Plan in TX ($13M, 750 participants).
Which 401(k) plans cover a similar participant headcount to Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Products International - North America, Inc. Retirement Savings Plan in IL (222 participants, N/A 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 593727946.

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.