401(k) · DOL Form 5500 · 2023

Kitson & Partners Management Ser 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
174
Participants Small participant base
72nd
Percentile by assets National rank
$110,936
Avg per participant Below avg balance/head
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Official DOL plan name: Kitson & Partners Management Services, Inc. 401(k) Plan · Sponsored by Kitson & Partners Management Ser · Florida · Administrative & Support Services

$19M in assets, 174 participants

Kitson & Partners Management Ser's Kitson & Partners Management Services, Inc. 401(k) Plan reported $19M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,741 in Administrative & Support Services (4,372 peers)

Coverage in Florida

Kitson & Partners Management Services, Inc. 401(k) Plan covers 174 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#3,741
in Administrative & Support Services (4,372 peers)
+14.6%
assets growth YoY

Kitson & Partners Management Services, Inc. 401(k) Plan's outsized position by total assets

Kitson & Partners Management Services, Inc. 401(k) Plan vs every filed plan by assets

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

$19,302,850 Top 28% higher than 72% 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

Kitson & Partners Management Services, Inc. 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. Kitson & Partners Management Services, Inc. 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kitson & Partners Management Services, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kitson & Partners Management Services, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Kitson & Partners Management Services, Inc. 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261377793 · Kitson & Partners Management Ser PY 2023 · 401(k)

Kitson & Partners Management Services, Inc. 401(k) Plan · $19M · 174 · 72nd

  • VS-ST $19M
  • BOY 174
  • SCH 72nd
  • EBSA 401(k)
  • PART near Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan
  • TYPE ind #3741

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 Administrative & Support Services retirement plans → · Plans in Florida →

Kitson & Partners Management Services, Inc. 401(k) Plan in the asset neighbourhood

Dcs Pep 401(k) Profit Sharing PlanDcs Pep 401(k) Profit Sharin…$19MTwin City Motors, Inc. Asset Accumulation 401(k) Retirement PlanTwin City Motors, Inc. Asset…$19MKitson & Partners Management Services, Inc. 401(k) PlanKitson & Partners Management…$19MOral & Maxillofacial Surgery Associates, Ltd. 401(k) PlanOral & Maxillofacial Surgery…$19MMulticultural Radio Broadcasting 401(k) Savings PlanMulticultural Radio Broadcas…$19M
End-of-year total assets ($M) among Kitson & Partners Management Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN261377793
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kitson & Partners Management Ser)

Sponsor-wide plan assets over time

All Kitson & Partners Management Ser plans reported in each filing year

Latest sponsor-wide plan assets
$23M 34.179493383726744% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.8M $22.6M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 160 $17M
2023 1 174 $19M
2024 1 196 $23M

Nearby 401(k) Plans in Florida

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

Kitson & Partners Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kitson & Partners Management Services, Inc. 401(k) Plan, Total assets ($B): 0.01930285 · Participants: 174Kitson & Partners Management Services, Inc. 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
Kitson & Partners Management Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kitson & Partners Management Services, Inc. 401(k) Plan side-by-side with 3 peers →

Kitson & Partners Management Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan in WI ($19M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Kitson & Partners Management Services, Inc. 401(k) Plan assets move in 2023? ▼
Kitson & Partners Management Services, Inc. 401(k) Plan grew at a solid clip - up 14.6% during 2023, from $17M to $19M. Reported net income was $2M.
How have Kitson & Partners Management Ser plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kitson & Partners Management Ser's sponsor-wide assets grew 34.2%, from $17M to $23M.
Which 401(k) plans are similar in size to Kitson & Partners Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oral & Maxillofacial Surgery Associates, Ltd. 401(k) Plan in WI ($19M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Kitson & Partners Management Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 261377793.

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.