401(k) · DOL Form 5500 · 2023

Kw Property Management LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1,502
Participants Near avg headcount
71st
Percentile by assets National rank
$12,345
Avg per participant Low balance/head
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Official DOL plan name: Kw Property Management LLC 401(k) Profit Sharing Plan & Tru · Sponsored by Kw Property Management LLC · Florida · Real Estate

$19M in assets, 1,502 participants

Kw Property Management LLC's Kw Property Management LLC 401(k) Profit Sharing Plan & Tru reported $19M in total assets and 1,502 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,041 in Real Estate (4,727 peers)

Coverage in Florida

Kw Property Management LLC 401(k) Profit Sharing Plan & Tru covers 1,502 participants in Florida, 2.4x the typical Florida plan (state average ~628 per filing). Assets: $19M.

#4,041
in Real Estate (4,727 peers)
+37.8%
assets growth YoY

Kw Property Management LLC 401(k) Profit Sharing Plan & Tru's outsized position by total assets

Kw Property Management LLC 401(k) Profit Sharing Plan & Tru vs every filed plan by assets

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

$18,542,562 Top 29% higher than 71% 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

Kw Property Management LLC 401(k) Profit Sharing Plan & Tru's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kw Property Management LLC 401(k) Profit Sharing Plan & Tru lands in the large band (1,502 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kw Property Management LLC 401(k) Profit Sharing Plan & Tru reported net income rose from -$207K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kw Property Management LLC 401(k) Profit Sharing Plan & Tru end-of-year assets rose from $13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Kw Property Management LLC 401(k) Profit Sharing Plan & Tru reported participants rose from 1,154 in the plan year 2022 filing to 1,502 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770632154 · Kw Property Management LLC PY 2023 · 401(k)

Kw Property Management LLC 401(k) Profit Sharing Plan & Tru · $19M · 1,502 · 71st

  • EBSA $19M
  • PART 1,502
  • TYPE 71st
  • NET 401(k)
  • BOOK near Linn-Mathes Inc. Profit Sharing Plan
  • VS-ST ind #4041

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 Florida →

Kw Property Management LLC 401(k) Profit Sharing Plan & Tru in the asset neighbourhood

Kw Property Management LLC 401(k) Profit Sharing Plan & TruKw Property Management LLC 4…$19MLinn-Mathes Inc. Profit Sharing PlanLinn-Mathes Inc. Profit Shar…$19MSpecialty Promotions, Inc. Retirement PlanSpecialty Promotions, Inc. R…$19MInhance Technologies Retirement Savings PlanInhance Technologies Retirem…$19MHolophane Division of Acuity Brands Lighting 401(k) Plan for Hourly Employees Covered by a Collective Bargaining AgreementHolophane Division of Acuity…$19M
End-of-year total assets ($M) among Kw Property Management LLC 401(k) Profit Sharing Plan & Tru and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN770632154
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kw Property Management LLC)

Sponsor-wide plan assets over time

All Kw Property Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 88.06516149381922% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.5M $25.3M ▲ +88.0%
Year Plans Participants Total Assets
2022 1 1,154 $13M
2023 1 1,502 $19M
2024 1 1,735 $25M

Nearby 401(k) Plans in Florida

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

Kw Property Management LLC 401(k) Profit Sharing Plan & Tru vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kw Property Management LLC 401(k) Profit Sharing Plan & Tru, Total assets ($B): 0.018542562 · Participants: 1502Kw Property Management LLC 401(k) Profit Sharing Plan & TruL3harris 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
Kw Property Management LLC 401(k) Profit Sharing Plan & Tru vs. nearby 401(k) plans in Florida, assets vs. participants

Kw Property Management LLC 401(k) Profit Sharing Plan & Tru's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Linn-Mathes Inc. Profit Sharing Plan in IL ($19M); by covered participants it is Pace Supply Corp. 401(k) Plan in CA (1,502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,502 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 Kw Property Management LLC 401(k) Profit Sharing Plan & Tru assets move in 2023?
Kw Property Management LLC 401(k) Profit Sharing Plan & Tru surged - up 37.8% during 2023, from $13M to $19M. Reported net income was $5M.
How have Kw Property Management LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Kw Property Management LLC's sponsor-wide assets grew 88.1%, from $13M to $25M.
Which 401(k) plans are similar in size to Kw Property Management LLC 401(k) Profit Sharing Plan & Tru?
Among 401(k) plans in other states, the closest by assets is Linn-Mathes Inc. Profit Sharing Plan in IL ($19M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Kw Property Management LLC 401(k) Profit Sharing Plan & Tru?
Among 401(k) plans in other states, the closest by covered participants is Pace Supply Corp. 401(k) Plan in CA (1,502 participants, $81M in assets).