401(k) · DOL Form 5500 · 2022

The Kolter Group LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
475
Participants Below avg headcount
85th
Percentile by assets National rank
$74,018
Avg per participant Below avg balance/head
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Official DOL plan name: The Kolter Group LLC 401(k) Plan · Sponsored by The Kolter Group LLC · Florida · Real Estate

$35M in assets, 475 participants

The Kolter Group LLC's The Kolter Group LLC 401(k) Plan reported $35M in total assets and 475 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,747 in Real Estate (5,057 peers)

Where The Kolter Group LLC 401(k) Plan sits by assets

The Kolter Group LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 475 participants (~$74,018/participant), down 10.4% in 2022.

#4,747
in Real Estate (5,057 peers)
-10.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Kolter Group LLC 401(k) Plan's outsized position by total assets

The Kolter Group LLC 401(k) Plan vs every filed plan by assets

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

$35,158,728 Top 15% higher than 85% 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

The Kolter Group LLC 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. The Kolter Group LLC 401(k) Plan sits mid-pack in the medium band (475 participants).

Plan-year Form 5500 strip

Filing strip 271556391 · The Kolter Group LLC PY 2022 · 401(k)

The Kolter Group LLC 401(k) Plan · $35M · 475 · 85th

  • EOY $35M
  • 5500 475
  • ASSETS 85th
  • PCT 401(k)
  • EIN near Acticall Sitel Group 401(k) Plan
  • RANK ind #4747

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 Real Estate retirement plans → · Plans in Florida →

The Kolter Group LLC 401(k) Plan in the asset neighbourhood

Carroll County Bancshares, Inc. Employee Stock Ownership PlanCarroll County Bancshares, I…$35MThe Kolter Group LLC 401(k) PlanThe Kolter Group LLC 401(k) …$35MActicall Sitel Group 401(k) PlanActicall Sitel Group 401(k) …$35MKidney Care Specialists, LLC 401(k) Profit Sharing PlanKidney Care Specialists, LLC…$35MCatic Financial, Inc. 401(k) PlanCatic Financial, Inc. 401(k)…$35M
End-of-year total assets ($M) among The Kolter Group LLC 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)$39M
Net Assets (End of Year)$35M
Net Income-$4M
Employer EIN271556391
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Kolter Group LLC)

Sponsor-wide plan assets over time

All The Kolter Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 62.51771110718226% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.2M $57.1M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 475 $35M
2023 1 553 $47M
2024 1 572 $57M

Nearby 401(k) Plans in Florida

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

The Kolter Group LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants The Kolter Group LLC 401(k) Plan, Total assets ($B): 0.035158728 · Participants: 475The Kolter Group LLC 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
The Kolter Group LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Kolter Group LLC 401(k) Plan side-by-side with 3 peers →

The Kolter Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Acticall Sitel Group 401(k) Plan in TN ($35M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 The Kolter Group LLC 401(k) Plan assets move in 2022? ▼
The Kolter Group LLC 401(k) Plan pulled back noticeably - down 10.4% during 2022, from $39M to $35M. Reported net income was -$4M.
How have The Kolter Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Kolter Group LLC's sponsor-wide assets grew 62.5%, from $35M to $57M.
Where does The Kolter Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Kolter Group LLC 401(k) Plan ranks in the 85th 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 The Kolter Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acticall Sitel Group 401(k) Plan in TN ($35M, 13,442 participants).
Which 401(k) plans cover a similar participant headcount to The Kolter Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genisys Credit Union 401(k) Plan in MI (475 participants, $52M 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 271556391.

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.