401(k) · DOL Form 5500 · 2023

Cole, Scott & Kissane, P.a. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,141
Participants Near avg headcount
85th
Percentile by assets National rank
$41,232
Avg per participant Low balance/head
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Official DOL plan name: Cole, Scott & Kissane, PA 401(k) Plan · Sponsored by Cole, Scott & Kissane, P.a. · Florida · Professional & Technical Services

$47M in assets, 1,141 participants

Cole, Scott & Kissane, P.a.'s Cole, Scott & Kissane, PA 401(k) Plan reported $47M in total assets and 1,141 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,482 in Professional & Technical Services (20,321 peers)

Where Cole, Scott & Kissane, PA 401(k) Plan sits by assets

Cole, Scott & Kissane, PA 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 1,141 participants (~$41,232/participant), up 30.4% in 2023.

#17,482
in Professional & Technical Services (20,321 peers)
+30.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cole, Scott & Kissane, PA 401(k) Plan's outsized position by total assets

Cole, Scott & Kissane, PA 401(k) Plan vs every filed plan by assets

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

$47,045,485 Top 15% higher than 85% 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

Cole, Scott & Kissane, PA 401(k) Plan'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. Cole, Scott & Kissane, PA 401(k) Plan lands in the large band (1,141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cole, Scott & Kissane, PA 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Cole, Scott & Kissane, PA 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Cole, Scott & Kissane, PA 401(k) Plan reported participants rose from 1,102 in the plan year 2022 filing to 1,141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620792149 · Cole, Scott & Kissane, P.a. PY 2023 · 401(k)

Cole, Scott & Kissane, PA 401(k) Plan · $47M · 1,141 · 85th

  • IND $47M
  • EOY 1,141
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Fox Communities Credit Union Capital Accumulation Plan
  • EIN ind #17482

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 →

Cole, Scott & Kissane, PA 401(k) Plan in the asset neighbourhood

Cole, Scott & Kissane, PA 401(k) PlanCole, Scott & Kissane, PA 40…$47MFox Communities Credit Union Capital Accumulation PlanFox Communities Credit Union…$47MExoduspoint Capital Management LP 401(k) PlanExoduspoint Capital Manageme…$47MAndrews Mcmeel Universal Profit Sharing and 401(k) PlanAndrews Mcmeel Universal Pro…$47MGranicus, LLC 401(k)$47M
End-of-year total assets ($M) among Cole, Scott & Kissane, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$47M
Net Income$11M
Employer EIN620792149
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cole, Scott & Kissane, P.a.)

Sponsor-wide plan assets over time

All Cole, Scott & Kissane, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 64.46816766646191% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.1M $59.3M ▲ +64.4%
Year Plans Participants Total Assets
2022 1 1,102 $36M
2023 1 1,141 $47M
2024 1 1,223 $59M

Nearby 401(k) Plans in Florida

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

Cole, Scott & Kissane, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Cole, Scott & Kissane, PA 401(k) Plan, Total assets ($B): 0.047045485 · Participants: 1141Cole, Scott & Kissane, PA 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
Cole, Scott & Kissane, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Cole, Scott & Kissane, PA 401(k) Plan side-by-side with 3 peers →

Cole, Scott & Kissane, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Fox Communities Credit Union Capital Accumulation Plan in WI ($47M); by covered participants it is Pcs 401(k) Retirement Plan in CO (1,140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,141 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 Cole, Scott & Kissane, PA 401(k) Plan assets move in 2023? ▼
Cole, Scott & Kissane, PA 401(k) Plan surged - up 30.4% during 2023, from $36M to $47M. Reported net income was $11M.
How have Cole, Scott & Kissane, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cole, Scott & Kissane, P.a.'s sponsor-wide assets grew 64.5%, from $36M to $59M.
Where does Cole, Scott & Kissane, PA 401(k) Plan rank by assets among Form 5500 filers? ▼
Cole, Scott & Kissane, PA 401(k) Plan ranks in the 85th 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 Cole, Scott & Kissane, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fox Communities Credit Union Capital Accumulation Plan in WI ($47M, 448 participants).
Which 401(k) plans cover a similar participant headcount to Cole, Scott & Kissane, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pcs 401(k) Retirement Plan in CO (1,140 participants, $279M 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 620792149.

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.