401(k) · DOL Form 5500 · 2023

Ketchum Wood & Burgert Chartered 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
73
Participants Small participant base
76th
Percentile by assets National rank
$330,504
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ketchum, Wood and Burgert Chartered Profit Sharing Plan · Sponsored by Ketchum Wood & Burgert Chartered · Florida · Healthcare & Social Assistance

$24M in assets, 73 participants

Ketchum Wood & Burgert Chartered's Ketchum, Wood and Burgert Chartered Profit Sharing Plan reported $24M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,083 in Healthcare & Social Assistance (17,684 peers)

Where Ketchum, Wood and Burgert Chartered Profit Sharing Plan sits by assets

Ketchum, Wood and Burgert Chartered Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for 73 participants (~$330,504/participant), up 16.9% in 2023.

#14,083
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ketchum, Wood and Burgert Chartered Profit Sharing Plan's outsized position by total assets

Ketchum, Wood and Burgert Chartered Profit Sharing Plan vs every filed plan by assets

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

$24,126,820 Top 24% higher than 76% 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

Ketchum, Wood and Burgert Chartered Profit Sharing 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. Ketchum, Wood and Burgert Chartered Profit Sharing Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ketchum, Wood and Burgert Chartered Profit Sharing Plan reported net income rose from -$13M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ketchum, Wood and Burgert Chartered Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Ketchum, Wood and Burgert Chartered Profit Sharing Plan reported participants fell from 78 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591228604 · Ketchum Wood & Burgert Chartered PY 2023 · 401(k)

Ketchum, Wood and Burgert Chartered Profit Sharing Plan · $24M · 73 · 76th

  • SCH $24M
  • EBSA 73
  • PART 76th
  • TYPE 401(k)
  • NET near Movable Ink 401(k) Plan
  • BOOK ind #14083

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Ketchum, Wood and Burgert Chartered Profit Sharing Plan in the asset neighbourhood

Ketchum, Wood and Burgert Chartered Profit Sharing PlanKetchum, Wood and Burgert Ch…$24MMovable Ink 401(k) Plan$24MHamrick Mills 401(k) Profit Sharing PlanHamrick Mills 401(k) Profit …$24MInstem Life Science Systems N America Ltd. 401(k) PlanInstem Life Science Systems …$24MPower Resources, Inc. 401(k) PlanPower Resources, Inc. 401(k)…$24M
End-of-year total assets ($M) among Ketchum, Wood and Burgert Chartered Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN591228604
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ketchum Wood & Burgert Chartered)

Sponsor-wide plan assets over time

All Ketchum Wood & Burgert Chartered plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.872031862595705% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.6M $25.8M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 78 $21M
2023 1 73 $24M
2024 1 72 $26M

Nearby 401(k) Plans in Florida

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

Ketchum, Wood and Burgert Chartered Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ketchum, Wood and Burgert Chartered Profit Sharing Plan, Total assets ($B): 0.02412682 · Participants: 73Ketchum, Wood and Burgert Chartered Profit Sharing 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
Ketchum, Wood and Burgert Chartered Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ketchum, Wood and Burgert Chartered Profit Sharing Plan side-by-side with 3 peers →

Ketchum, Wood and Burgert Chartered Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Movable Ink 401(k) Plan in NY ($24M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Ketchum, Wood and Burgert Chartered Profit Sharing Plan assets move in 2023? ▼
Ketchum, Wood and Burgert Chartered Profit Sharing Plan grew sharply - up 16.9% during 2023, from $21M to $24M. Reported net income was $3M.
How have Ketchum Wood & Burgert Chartered plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ketchum Wood & Burgert Chartered's sponsor-wide assets grew 24.9%, from $21M to $26M.
Where does Ketchum, Wood and Burgert Chartered Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ketchum, Wood and Burgert Chartered Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ketchum, Wood and Burgert Chartered Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Movable Ink 401(k) Plan in NY ($24M, 449 participants).
Which 401(k) plans cover a similar participant headcount to Ketchum, Wood and Burgert Chartered Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 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 591228604.

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.