401(k) · DOL Form 5500 · 2023

Kaufman, Rossin & Co., P.a. 401(k) Plan

Data updated 2026-08-11

$76M
Total assets
487
Participants
89th
Percentile by assets
$155,112
Avg per participant
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Official DOL plan name: Kaufman Rossin 401(k) Plan · Sponsored by Kaufman, Rossin & Co., P.a. · Florida · Professional & Technical Services

$76M in assets, 487 participants

Kaufman, Rossin & Co., P.a.'s Kaufman Rossin 401(k) Plan reported $76M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #18,386 in Professional & Technical Services (20,321 peers)

Where Kaufman Rossin 401(k) Plan sits by assets

Kaufman Rossin 401(k) Plan sits in the top quartile of all filed plans by assets, $76M for 487 participants (~$155,112/participant), up 20.8% in 2023.

$76M
total plan assets (2023 EOY)
487
covered participants
89th
percentile by assets (of 127,072 plans)
$155,112
avg assets per participant

Where Kaufman Rossin 401(k) Plan sits by total assets

Kaufman Rossin 401(k) Plan vs every filed plan by assets

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

$75,539,484 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaufman Rossin 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kaufman Rossin 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Kaufman Rossin 401(k) Plan reported participants rose from 438 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Professional & Technical Services

Kaufman Rossin 401(k) Plan vs the 2023 asset distribution

By assets, Kaufman Rossin 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$76M
Net Income$13M
Employer EIN591818353
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman, Rossin & Co., P.a.)

$50M$60M$70M$80M$90M$100M 202220232024 $62.6M $91.8M ▲ +46.8%
Total plan assets by year, all Kaufman, Rossin & Co., P.a. plans on file
Year Plans Participants Total Assets
2022 1 438 $63M
2023 1 487 $76M
2024 1 550 $92M

Nearby 401(k) Plans in Florida

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

Kaufman Rossin 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kaufman Rossin 401(k…, Total assets ($B): 0.075539484 · Participants: 487Kaufman Rossin 401(k…L3harris Retirement …, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Reti…Trinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets…, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets…
Kaufman Rossin 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kaufman Rossin 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kaufman Rossin 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Kaufman Rossin 401(k) Plan assets move in 2023? ▼
Kaufman Rossin 401(k) Plan grew sharply - up 20.8% during 2023, from $63M to $76M. Reported net income was $13M.
How have Kaufman, Rossin & Co., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman, Rossin & Co., P.a.'s sponsor-wide assets grew 46.8%, from $63M to $92M.
Where does Kaufman Rossin 401(k) Plan rank by assets among Form 5500 filers? ▼
Kaufman Rossin 401(k) Plan ranks in the 89th 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 Kaufman Rossin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Physical Therapy, Inc. 401(k) Platinum Plan in TX ($76M, 2,182 participants).

Next read for Kaufman Rossin 401(k) Plan

Scale reading

Ways to act on Kaufman Rossin 401(k) Plan's numbers.

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 591818353.

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.