401(k) · DOL Form 5500 · 2022

Kaufman, Rossin & Co., P.a. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
438
Participants Below avg headcount
90th
Percentile by assets National rank
$142,821
Avg per participant Near avg balance/head
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Official DOL plan name: Kaufman Rossin 401(k) Plan · Sponsored by Kaufman, Rossin & Co., P.a. · Florida · Professional & Technical Services

$63M in assets, 438 participants

Kaufman, Rossin & Co., P.a.'s Kaufman Rossin 401(k) Plan reported $63M in total assets and 438 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,578 in Professional & Technical Services (21,562 peers)

Where Kaufman Rossin 401(k) Plan sits by assets

Kaufman Rossin 401(k) Plan sits in the top 10% of all filed plans by assets, $63M for 438 participants (~$142,821/participant), down 13.1% in 2022.

#19,578
in Professional & Technical Services (21,562 peers)
-13.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kaufman Rossin 401(k) Plan's outsized position by total assets

Kaufman Rossin 401(k) Plan vs every filed plan by assets

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

$62,555,408 Top 10% higher than 90% 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

Kaufman Rossin 401(k) 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. Kaufman Rossin 401(k) Plan sits mid-pack in the medium band (438 participants).

Plan-year Form 5500 strip

Filing strip 591818353 · Kaufman, Rossin & Co., P.a. PY 2022 · 401(k)

Kaufman Rossin 401(k) Plan · $63M · 438 · 90th

  • TYPE $63M
  • TYPE 438
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near The Deichmann U.S. Retirement Benefit Program
  • TYPE ind #19578

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 →

Kaufman Rossin 401(k) Plan in the asset neighbourhood

Kaufman Rossin 401(k) Plan$63MThe Deichmann U.S. Retirement Benefit ProgramThe Deichmann U.S. Retiremen…$63MFirst Business Financial Services 401(k) PlanFirst Business Financial Ser…$63MThe Habegger Corporation 401(k) Profit Sharing Plan and TrustThe Habegger Corporation 401…$63MPrecision Drilling (US) Corporation 401(k) PlanPrecision Drilling (US) Corp…$63M
End-of-year total assets ($M) among Kaufman Rossin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$63M
Net Income-$9M
Employer EIN591818353
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman, Rossin & Co., P.a.)

Sponsor-wide plan assets over time

All Kaufman, Rossin & Co., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 46.814094794170316% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.6M $91.8M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 438 $63M
2023 1 487 $76M
2024 1 550 $92M

Nearby 401(k) Plans in Florida

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

Kaufman Rossin 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Kaufman Rossin 401(k) Plan, Total assets ($B): 0.062555408 · Participants: 438Kaufman Rossin 401(k) 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
Kaufman Rossin 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kaufman Rossin 401(k) Plan side-by-side with 3 peers →

Kaufman Rossin 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Deichmann U.S. Retirement Benefit Program in NC ($63M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (438 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (438 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 Kaufman Rossin 401(k) Plan assets move in 2022? ▼
Kaufman Rossin 401(k) Plan pulled back noticeably - down 13.1% during 2022, from $72M to $63M. Reported net income was -$9M.
How have Kaufman, Rossin & Co., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman, Rossin & Co., P.a.'s sponsor-wide assets grew 46.8%, from $63M to $92M.
Where does Kaufman Rossin 401(k) Plan rank by assets among Form 5500 filers? ▼
Kaufman Rossin 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Kaufman Rossin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Deichmann U.S. Retirement Benefit Program in NC ($63M, 2,674 participants).
Which 401(k) plans cover a similar participant headcount to Kaufman Rossin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (438 participants, $358K 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 591818353.

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.