401(k) · DOL Form 5500 · 2023

Kona Ice of Ocoee, Inc. 401(k) Plan

Data updated 2026-08-25

$354K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$177,202
Avg per participant Above avg balance/head
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Official DOL plan name: Kona Ice of Ocoee, Inc. 401(k) Plan · Sponsored by Kona Ice of Ocoee, Inc. · Florida · Food Services & Accommodation

$354K in assets, 2 participants

Kona Ice of Ocoee, Inc.'s Kona Ice of Ocoee, Inc. 401(k) Plan reported $354K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,541 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Kona Ice of Ocoee, Inc. 401(k) Plan ranks #1,541 of 3,828 2023 filers by assets (5521% of the sector average)-$354K for 2 participants.

#1,541
in Food Services & Accommodation (3,828 peers)
+36.7%
assets growth YoY

Kona Ice of Ocoee, Inc. 401(k) Plan among the smaller filed plans by assets

Kona Ice of Ocoee, Inc. 401(k) Plan vs every filed plan by assets

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

$354,403 15th percentile higher than 15% 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

Kona Ice of Ocoee, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kona Ice of Ocoee, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kona Ice of Ocoee, Inc. 401(k) Plan reported net income fell from $200K in the plan year 2022 filing to $95K in the plan year 2023 filing.
  • Kona Ice of Ocoee, Inc. 401(k) Plan end-of-year assets rose from $259K in the plan year 2022 filing to $354K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 473554706 · Kona Ice of Ocoee, Inc. PY 2023 · 401(k)

Kona Ice of Ocoee, Inc. 401(k) Plan · $354K · 2 · 15th

  • ASSETS $354K
  • PCT 2
  • EIN 15th
  • RANK 401(k)
  • PHOTO near Guardian Title, LLC 401(k) Profit Sharing Plan
  • IND ind #1541

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Kona Ice of Ocoee, Inc. 401(k) Plan in the asset neighbourhood

Kona Ice of Ocoee, Inc. 401(k) PlanKona Ice of Ocoee, Inc. 401(…$354KGuardian Title, LLC 401(k) Profit Sharing PlanGuardian Title, LLC 401(k) P…$354KTri Star Repair & Construction 401(k) Profit Sharing PlanTri Star Repair & Constructi…$354KA a N & S Corp. 401(k) Plan$354KErth Holdings Inc. Retirement PlanErth Holdings Inc. Retiremen…$354K
End-of-year total assets ($M) among Kona Ice of Ocoee, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$259K
Net Assets (End of Year)$354K
Net Income$95K
Employer EIN473554706
Plan Effective Date2015-03-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Kona Ice of Ocoee, Inc.)

Sponsor-wide plan assets over time

All Kona Ice of Ocoee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.26M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $259K
2023 1 2 $354K
2024 1 2 N/A

Nearby 401(k) Plans in Florida

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

Kona Ice of Ocoee, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kona Ice of Ocoee, Inc. 401(k) Plan, Total assets ($B): 0.000354403 · Participants: 2Kona Ice of Ocoee, Inc. 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
Kona Ice of Ocoee, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kona Ice of Ocoee, Inc. 401(k) Plan side-by-side with 3 peers →

Kona Ice of Ocoee, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Guardian Title, LLC 401(k) Profit Sharing Plan in MS ($354K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Kona Ice of Ocoee, Inc. 401(k) Plan assets move in 2023? ▼
Kona Ice of Ocoee, Inc. 401(k) Plan surged - up 36.7% during 2023, from $259K to $354K. Reported net income was $95K.
Where does Kona Ice of Ocoee, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Kona Ice of Ocoee, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kona Ice of Ocoee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guardian Title, LLC 401(k) Profit Sharing Plan in MS ($354K, 20 participants).
Which 401(k) plans cover a similar participant headcount to Kona Ice of Ocoee, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 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 473554706.

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.