401(k) · DOL Form 5500 · 2023

Coleman, Yovanovich & Koester, P.a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
39
Participants Small participant base
62nd
Percentile by assets National rank
$301,446
Avg per participant High balance/head
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Official DOL plan name: Coleman, Yovanovich and Koester, P.a. 401(k) Plan · Sponsored by Coleman, Yovanovich & Koester, P.a. · Florida · Professional & Technical Services

$12M in assets, 39 participants

Coleman, Yovanovich & Koester, P.a.'s Coleman, Yovanovich and Koester, P.a. 401(k) Plan reported $12M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,417 in Professional & Technical Services (20,321 peers)

Coleman, Yovanovich & Koester, P.a. multi-year trail

Coleman, Yovanovich & Koester, P.a.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Coleman, Yovanovich and Koester, P.a. 401(k) Plan at $12M / 39 participants.

#12,417
in Professional & Technical Services (20,321 peers)
+22.3%
assets growth YoY

Coleman, Yovanovich and Koester, P.a. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Coleman, Yovanovich and Koester, P.a. 401(k) Plan vs every filed plan by assets

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

$11,756,409 Top 38% higher than 62% 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

Coleman, Yovanovich and Koester, P.a. 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. Coleman, Yovanovich and Koester, P.a. 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coleman, Yovanovich and Koester, P.a. 401(k) Plan reported net income rose from -$953K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coleman, Yovanovich and Koester, P.a. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Coleman, Yovanovich and Koester, P.a. 401(k) Plan reported participants fell from 40 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650636223 · Coleman, Yovanovich & Koester, P.a. PY 2023 · 401(k)

Coleman, Yovanovich and Koester, P.a. 401(k) Plan · $12M · 39 · 62nd

  • RANK $12M
  • RANK 39
  • RANK 62nd
  • RANK 401(k)
  • RANK near Citizens Bank and Trust 401(k) Plan
  • RANK ind #12417

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 →

Coleman, Yovanovich and Koester, P.a. 401(k) Plan in the asset neighbourhood

Coleman, Yovanovich and Koester, P.a. 401(k) PlanColeman, Yovanovich and Koes…$12MCitizens Bank and Trust 401(k) PlanCitizens Bank and Trust 401(…$12MReid Outpatient Surgery and Endoscopy 401(k) PlanReid Outpatient Surgery and …$12MHts Employees' 401(k) Plan$12MCornwell Quality Tools Company Profit Sharing 401(k) PlanCornwell Quality Tools Compa…$12M
End-of-year total assets ($M) among Coleman, Yovanovich and Koester, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coleman, Yovanovich & Koester, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Coleman, Yovanovich & Koester, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 44.10424314746601% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.61M $13.9M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 40 $10M
2023 1 39 $12M
2024 1 37 $14M

Coleman, Yovanovich & Koester, P.a. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN650636223
Plan Effective Date1996-04-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Coleman, Yovanovich and Koester, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Coleman, Yovanovich and Koester, P.a. 401(k) Plan, Total assets ($B): 0.011756409 · Participants: 39Coleman, Yovanovich and Koester, P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Coleman, Yovanovich and Koester, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Coleman, Yovanovich and Koester, P.a. 401(k) Plan side-by-side with 3 peers →

Coleman, Yovanovich and Koester, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Citizens Bank and Trust 401(k) Plan in AL ($12M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Coleman, Yovanovich and Koester, P.a. 401(k) Plan assets move in 2023? ▼
Coleman, Yovanovich and Koester, P.a. 401(k) Plan grew sharply - up 22.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Coleman, Yovanovich & Koester, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coleman, Yovanovich & Koester, P.a.'s sponsor-wide assets grew 44.1%, from $10M to $14M.
Which 401(k) plans are similar in size to Coleman, Yovanovich and Koester, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Bank and Trust 401(k) Plan in AL ($12M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Coleman, Yovanovich and Koester, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants, N/A 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 650636223.

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.