401(k) · DOL Form 5500 · 2023

Kositzka, Wicks and Company 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
115
Participants Small participant base
75th
Percentile by assets National rank
$196,357
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust · Sponsored by Kositzka, Wicks and Company · Virginia · Professional & Technical Services

$23M in assets, 115 participants

Kositzka, Wicks and Company's Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust reported $23M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,212 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust covers 115 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $23M.

#15,212
in Professional & Technical Services (20,321 peers)
+15.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,581,039 Top 25% higher than 75% 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

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust 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. Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (115 participants).

Published 5500 schedule card

Filing strip 541342298 · Kositzka, Wicks and Company PY 2023 · 401(k)

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust · $23M · 115 · 75th

  • PCT $23M
  • PCT 115
  • PCT 75th
  • PCT 401(k)
  • PCT near Wilen Group 401(k) Employee Savings Plan
  • PCT ind #15212

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 Virginia →

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and TrustKositzka, Wicks and Company …$23MWilen Group 401(k) Employee Savings PlanWilen Group 401(k) Employee …$23MRevere Control Systems, Inc. 401(k) Profit Sharing PlanRevere Control Systems, Inc.…$23MCory Watson, P.C. 401(k) Profit Sharing PlanCory Watson, P.C. 401(k) Pro…$23MAshland Union Employee Savings PlanAshland Union Employee Savin…$23M
End-of-year total assets ($M) among Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN541342298
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kositzka, Wicks and Company)

Sponsor-wide plan assets over time

All Kositzka, Wicks and Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 18.749566837912106% vs 2023
2024 filing year
$22M$24M$26M$28M 20232024 $22.6M $26.8M ▲ +18.7%
Year Plans Participants Total Assets
2023 1 115 $23M
2024 1 120 $27M

Nearby 401(k) Plans in Virginia

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

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.022581039 · Participants: 115Kositzka, Wicks and Company 401(k) Profit Sharing Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Wilen Group 401(k) Employee Savings Plan in NY ($23M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust grew sharply - up 15.3% during 2023, from $20M to $23M. Reported net income was $3M.
How have Kositzka, Wicks and Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Kositzka, Wicks and Company's sponsor-wide assets grew 18.7%, from $23M to $27M.
Where does Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust ranks in the 75th 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 Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wilen Group 401(k) Employee Savings Plan in NY ($23M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 541342298.

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.