401(k) · DOL Form 5500 · 2022

Kelley Uustal, PLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
31
Participants Small participant base
52nd
Percentile by assets National rank
$173,617
Avg per participant Above avg balance/head
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Official DOL plan name: Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust · Sponsored by Kelley Uustal, PLC · Florida · Professional & Technical Services

$5M in assets, 31 participants

Kelley Uustal, PLC's Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,770 in Professional & Technical Services (21,562 peers)

Kelley Uustal, PLC multi-year trail

Kelley Uustal, PLC's plans moved +11.9% in assets from 2022 to 2024; this filing shows Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust at $5M / 31 participants.

#10,770
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY

The plan reported a net loss of $647K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,382,129 Top 48% higher than 52% 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

Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust is a small filing (31 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 203357705 · Kelley Uustal, PLC PY 2022 · 401(k)

Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust · $5M · 31 · 52nd

  • ASSETS $5M
  • PCT 31
  • EIN 52nd
  • RANK 401(k)
  • PHOTO near Insource Services 401(k) Profit Sharing Plan
  • IND ind #10770

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 →

Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Kelley Uustal, PLC 401(k) Profit Sharing Plan & TrustKelley Uustal, PLC 401(k) Pr…$5MInsource Services 401(k) Profit Sharing PlanInsource Services 401(k) Pro…$5MFriends of Children of Special Needs 401(k) PlanFriends of Children of Speci…$5MIroquoisystems, Inc. 401(k) PlanIroquoisystems, Inc. 401(k) …$5MThe Miller Group 401(k) Plan$5M
End-of-year total assets ($M) among Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kelley Uustal, PLC multi-year asset trail

Sponsor-wide plan assets over time

All Kelley Uustal, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 11.918480586399918% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.38M $6.02M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 31 $5M
2023 1 23 $5M
2024 1 24 $6M

Kelley Uustal, PLC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$647K
Employer EIN203357705
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005382129 · Participants: 31Kelley Uustal, PLC 401(k) Profit Sharing Plan & TrustL3harris 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
Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Insource Services 401(k) Profit Sharing Plan in MA ($5M); by covered participants it is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.7% during 2022, from $6M to $5M. Reported net income was -$647K.
How have Kelley Uustal, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelley Uustal, PLC's sponsor-wide assets grew 11.9%, from $5M to $6M.
Which 401(k) plans are similar in size to Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Insource Services 401(k) Profit Sharing Plan in MA ($5M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Kelley Uustal, PLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 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 203357705.

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.