401(k) · DOL Form 5500 · 2023

The Witkoff Group, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
45
Participants Small participant base
59th
Percentile by assets National rank
$225,400
Avg per participant Above avg balance/head
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Official DOL plan name: The Witkoff Group, LLC 401(k) Plan · Sponsored by The Witkoff Group, LLC · New York · Real Estate

$10M in assets, 45 participants

The Witkoff Group, LLC's The Witkoff Group, LLC 401(k) Plan reported $10M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,602 in Real Estate (4,727 peers)

The Witkoff Group, LLC multi-year trail

The Witkoff Group, LLC's plans moved +37.2% in assets from 2022 to 2024; this filing shows The Witkoff Group, LLC 401(k) Plan at $10M / 45 participants.

#3,602
in Real Estate (4,727 peers)
+15.1%
assets growth YoY

The Witkoff Group, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,142,992 Top 41% higher than 59% of 127,068 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 2023

The Witkoff Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Witkoff Group, LLC 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Witkoff Group, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Witkoff Group, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Witkoff Group, LLC 401(k) Plan reported participants rose from 41 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133920766 · The Witkoff Group, LLC PY 2023 · 401(k)

The Witkoff Group, LLC 401(k) Plan · $10M · 45 · 59th

  • TYPE $10M
  • NET 45
  • BOOK 59th
  • VS-ST 401(k)
  • BOY near Allan Vigil Ford Lincoln 401(k) Profit Sharing Plan
  • SCH ind #3602

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 New York →

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

The Witkoff Group, LLC 401(k) PlanThe Witkoff Group, LLC 401(k…$10MAllan Vigil Ford Lincoln 401(k) Profit Sharing PlanAllan Vigil Ford Lincoln 401…$10MNewport Harbor Corporation Employees Retirement Savings Plan & TrustNewport Harbor Corporation E…$10MAamp Global 401(k) Plan$10MWest Alabama Bank & Trust 401(k) Profit Sharing PlanWest Alabama Bank & Trust 40…$10M
End-of-year total assets ($M) among The Witkoff Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Witkoff Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Witkoff Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.154174725736375% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.81M $12.1M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 41 $9M
2023 1 45 $10M
2024 1 50 $12M

The Witkoff Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN133920766
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Witkoff Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Witkoff Group, LLC 401(k) Plan, Total assets ($B): 0.010142992 · Participants: 45The Witkoff Group, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Witkoff Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Witkoff Group, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Allan Vigil Ford Lincoln 401(k) Profit Sharing Plan in GA ($10M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Witkoff Group, LLC 401(k) Plan assets move in 2023? ▼
The Witkoff Group, LLC 401(k) Plan grew sharply - up 15.1% during 2023, from $9M to $10M. Reported net income was $1M.
How have The Witkoff Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Witkoff Group, LLC's sponsor-wide assets grew 37.2%, from $9M to $12M.
Which 401(k) plans are similar in size to The Witkoff Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allan Vigil Ford Lincoln 401(k) Profit Sharing Plan in GA ($10M, 138 participants).
Which 401(k) plans cover a similar participant headcount to The Witkoff Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133920766.

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.