401(k) · DOL Form 5500 · 2023

Steven T. Wittmer, PA 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
25th
Percentile by assets National rank
$151,513
Avg per participant Above avg balance/head
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Official DOL plan name: Steven T. Wittmer, PA 401(k) Profit Sharing Plan · Sponsored by Steven T. Wittmer, PA · Florida · Professional & Technical Services

$1M in assets, 8 participants

Steven T. Wittmer, PA's Steven T. Wittmer, PA 401(k) Profit Sharing Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,216 in Professional & Technical Services (20,321 peers)

Steven T. Wittmer, PA multi-year trail

Steven T. Wittmer, PA's plans moved -46.5% in assets from 2022 to 2024; this filing shows Steven T. Wittmer, PA 401(k) Profit Sharing Plan at $1M / 8 participants.

#4,216
in Professional & Technical Services (20,321 peers)
-47.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steven T. Wittmer, PA 401(k) Profit Sharing Plan among the smaller filed plans by assets

Steven T. Wittmer, PA 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,212,104 25th percentile higher than 25% 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

Steven T. Wittmer, PA 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven T. Wittmer, PA 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven T. Wittmer, PA 401(k) Profit Sharing Plan reported net income fell from -$50K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Steven T. Wittmer, PA 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Steven T. Wittmer, PA 401(k) Profit Sharing Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650842381 · Steven T. Wittmer, PA PY 2023 · 401(k)

Steven T. Wittmer, PA 401(k) Profit Sharing Plan · $1M · 8 · 25th

  • PART $1M
  • TYPE 8
  • NET 25th
  • BOOK 401(k)
  • VS-ST near John B Lee Md Inc Solo 401(k)
  • BOY ind #4216

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 →

Steven T. Wittmer, PA 401(k) Profit Sharing Plan in the asset neighbourhood

Steven T. Wittmer, PA 401(k) Profit Sharing PlanSteven T. Wittmer, PA 401(k)…$1MJohn B Lee Md Inc Solo 401(k)$1MThe Steren Group of Companies Profit Sharing & Savings PlanThe Steren Group of Companie…$1MValley Capital Inc. 401(k) PlanValley Capital Inc. 401(k) P…$1MDak Smith, Inc. 401(k) Plan$1M
End-of-year total assets ($M) among Steven T. Wittmer, PA 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steven T. Wittmer, PA multi-year asset trail

Sponsor-wide plan assets over time

All Steven T. Wittmer, PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.49755799172298% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.3M $1.23M ▼ -46.5%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 8 $1M
2024 1 2 $1M

Steven T. Wittmer, PA filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$1M
Employer EIN650842381
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Steven T. Wittmer, PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Steven T. Wittmer, PA 401(k) Profit Sharing Plan, Total assets ($B): 0.001212104 · Participants: 8Steven T. Wittmer, PA 401(k) Profit Sharing 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
Steven T. Wittmer, PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Steven T. Wittmer, PA 401(k) Profit Sharing Plan side-by-side with 3 peers →

Steven T. Wittmer, PA 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 John B Lee Md Inc Solo 401(k) in CA ($1M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Steven T. Wittmer, PA 401(k) Profit Sharing Plan assets move in 2023? ▼
Steven T. Wittmer, PA 401(k) Profit Sharing Plan contracted severely - down 47.3% during 2023, from $2M to $1M. Reported net income was -$1M.
How have Steven T. Wittmer, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven T. Wittmer, PA's sponsor-wide assets declined 46.5%, from $2M to $1M.
Where does Steven T. Wittmer, PA 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Steven T. Wittmer, PA 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Steven T. Wittmer, PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John B Lee Md Inc Solo 401(k) in CA ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Steven T. Wittmer, PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 650842381.

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.