401(k) · DOL Form 5500 · 2023
Lowndes, Drosdick, Doster, Kantor & Reed, PA 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $578,001
- Avg per participant High balance/head
Official DOL plan name: Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan · Sponsored by Lowndes, Drosdick, Doster, Kantor & Reed, PA · Florida · Professional & Technical Services
$80M in assets, 138 participants
Lowndes, Drosdick, Doster, Kantor & Reed, PA's Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan reported $80M in total assets and 138 participants in its 2023 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.
- #18,473 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan covers 138 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $80M.
- #18,473
- in Professional & Technical Services (20,321 peers)
- -0.9%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $756K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan's outsized position by total assets
Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,764,145 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to -$756K in the plan year 2023 filing.
- Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan reported participants fell from 155 in the plan year 2022 filing to 138 in the plan year 2023 filing.
- Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan end-of-year assets fell from $81M in the plan year 2022 filing to $80M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 591276118 · Lowndes, Drosdick, Doster, Kantor & Reed, PA PY 2023 · 401(k)
Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan · $80M · 138 · 90th
- EIN $80M
- EIN 138
- EIN 90th
- EIN 401(k)
- EIN near Mcgrath North Mullin & Kratz, PC Llo Profit Sharing / 401(k) Plan
- EIN ind #18473
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 →
Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | -$756K |
| Employer EIN | 591276118 |
| Plan Effective Date | 1990-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lowndes, Drosdick, Doster, Kantor & Reed, PA)
Sponsor-wide plan assets over time
All Lowndes, Drosdick, Doster, Kantor & Reed, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 13.594332704775052% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $81M |
| 2023 | 1 | 138 | $80M |
| 2024 | 1 | 153 | $91M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Lowndes, Drosdick, Doster, Kantor & Reed, P.a. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Mcgrath North Mullin & Kratz, PC Llo Profit Sharing / 401(k) Plan in NE ($80M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Pmt Group, Inc. Profit Sharing 401(k) Plan (CT) 138 · 0 off
- Continental Floral 401(k) Plan (WA) 138 · 0 off
- Shaw Electric, Inc. Retirement Savings Plan (IA) 138 · 0 off
- Warco Retirement Plan (NC) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.