401(k) · DOL Form 5500 · 2023
Aylstock, Witkin, Kreis & Overholtz, P.L.C. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $73,932
- Avg per participant Below avg balance/head
Official DOL plan name: Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan · Sponsored by Aylstock, Witkin, Kreis & Overholtz, P.L.C. · Florida · Professional & Technical Services
$17M in assets, 228 participants
Aylstock, Witkin, Kreis & Overholtz, P.L.C.'s Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan reported $17M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,995 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan covers 228 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $17M.
- #13,995
- in Professional & Technical Services (20,321 peers)
- +27.7%
- assets growth YoY
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan's outsized position by total assets
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,856,506 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing 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. Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan reported participants rose from 222 in the plan year 2022 filing to 228 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 593727946 · Aylstock, Witkin, Kreis & Overholtz, P.L.C. PY 2023 · 401(k)
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan · $17M · 228 · 69th
- EOY $17M
- EOY 228
- EOY 69th
- EOY 401(k)
- EOY near Chiesa Shahinian & Giantomasi PC Salary Savings Plan (I)
- EOY ind #13995
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 →
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| Employer EIN | 593727946 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aylstock, Witkin, Kreis & Overholtz, P.L.C.)
Sponsor-wide plan assets over time
All Aylstock, Witkin, Kreis & Overholtz, P.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 56.852564798463156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $13M |
| 2023 | 1 | 228 | $17M |
| 2024 | 1 | 231 | $21M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Chiesa Shahinian & Giantomasi PC Salary Savings Plan (I) in NJ ($17M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Cam Properties 401(k) Plan (AZ) 228 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 228 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 228 · 0 off
- Avenir Global US Retirement Plan (MN) 228 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.