401(k) · DOL Form 5500 · 2023

Fowler White Burnett, P.a. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
116
Participants Small participant base
84th
Percentile by assets National rank
$368,679
Avg per participant High balance/head
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Official DOL plan name: Fowler White Burnett P.a. Profit Sharing 401(k) Plan · Sponsored by Fowler White Burnett, P.a. · Florida · Professional & Technical Services

$43M in assets, 116 participants

Fowler White Burnett, P.a.'s Fowler White Burnett P.a. Profit Sharing 401(k) Plan reported $43M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,236 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Fowler White Burnett P.a. Profit Sharing 401(k) Plan covers 116 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $43M.

#17,236
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fowler White Burnett P.a. Profit Sharing 401(k) Plan's outsized position by total assets

Fowler White Burnett P.a. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$42,766,789 Top 16% higher than 84% 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

Fowler White Burnett P.a. Profit Sharing 401(k) Plan 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. Fowler White Burnett P.a. Profit Sharing 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fowler White Burnett P.a. Profit Sharing 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Fowler White Burnett P.a. Profit Sharing 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Fowler White Burnett P.a. Profit Sharing 401(k) Plan reported participants fell from 124 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591303994 · Fowler White Burnett, P.a. PY 2023 · 401(k)

Fowler White Burnett P.a. Profit Sharing 401(k) Plan · $43M · 116 · 84th

  • TYPE $43M
  • NET 116
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Towne Retirement 401(k) Plan
  • SCH ind #17236

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 →

Fowler White Burnett P.a. Profit Sharing 401(k) Plan in the asset neighbourhood

Pzena Investment Management, LLC 401(k) PlanPzena Investment Management,…$43MFowler White Burnett P.a. Profit Sharing 401(k) PlanFowler White Burnett P.a. Pr…$43MTowne Retirement 401(k) Plan$43MIntevac, Inc. 401(k) Profit Sharing Plan and TrustIntevac, Inc. 401(k) Profit …$43MBonterra Organic Estates 401(k) PlanBonterra Organic Estates 401…$43M
End-of-year total assets ($M) among Fowler White Burnett P.a. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN591303994
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fowler White Burnett, P.a.)

Sponsor-wide plan assets over time

All Fowler White Burnett, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 19.2477188054065% vs 2022
2024 filing year
$35M$40M$45M 202220232024 $36.7M $43.8M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 124 $37M
2023 1 116 $43M
2024 1 114 $44M

Nearby 401(k) Plans in Florida

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

Fowler White Burnett P.a. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fowler White Burnett P.a. Profit Sharing 401(k) Plan, Total assets ($B): 0.042766789 · Participants: 116Fowler White Burnett P.a. Profit Sharing 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
Fowler White Burnett P.a. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fowler White Burnett P.a. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Fowler White Burnett P.a. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Towne Retirement 401(k) Plan in OH ($43M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Fowler White Burnett P.a. Profit Sharing 401(k) Plan assets move in 2023? ▼
Fowler White Burnett P.a. Profit Sharing 401(k) Plan grew sharply - up 16.5% during 2023, from $37M to $43M. Reported net income was $6M.
How have Fowler White Burnett, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fowler White Burnett, P.a.'s sponsor-wide assets grew 19.2%, from $37M to $44M.
Where does Fowler White Burnett P.a. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Fowler White Burnett P.a. Profit Sharing 401(k) Plan ranks in the 84th 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 Fowler White Burnett P.a. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Towne Retirement 401(k) Plan in OH ($43M, 641 participants).
Which 401(k) plans cover a similar participant headcount to Fowler White Burnett P.a. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 591303994.

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.