401(k) · DOL Form 5500 · 2024

Coleman, Yovanovich & Koester, P.a. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
37
Participants Small participant base
63rd
Percentile by assets National rank
$374,419
Avg per participant High balance/head
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Official DOL plan name: Coleman, Yovanovich and Koester, P.a. 401(k) Plan · Sponsored by Coleman, Yovanovich & Koester, P.a. · Florida · Professional & Technical Services

$14M in assets, 37 participants

Coleman, Yovanovich & Koester, P.a.'s Coleman, Yovanovich and Koester, P.a. 401(k) Plan reported $14M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,459 in Professional & Technical Services (20,173 peers)

Coleman, Yovanovich & Koester, P.a. multi-year trail

Coleman, Yovanovich & Koester, P.a.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Coleman, Yovanovich and Koester, P.a. 401(k) Plan at $14M / 37 participants.

#12,459
in Professional & Technical Services (20,173 peers)
+17.8%
assets growth YoY

Coleman, Yovanovich and Koester, P.a. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Coleman, Yovanovich and Koester, P.a. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,853,496 Top 37% higher than 63% of 123,620 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 2024

Coleman, Yovanovich and Koester, P.a. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coleman, Yovanovich and Koester, P.a. 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coleman, Yovanovich and Koester, P.a. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Coleman, Yovanovich and Koester, P.a. 401(k) Plan reported participants fell from 39 in the plan year 2023 filing to 37 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 650636223 · Coleman, Yovanovich & Koester, P.a. PY 2024 · 401(k)

Coleman, Yovanovich and Koester, P.a. 401(k) Plan · $14M · 37 · 63rd

  • RANK $14M
  • RANK 37
  • RANK 63rd
  • RANK 401(k)
  • RANK near Skba Capital Management, LLC 401(k) Plan
  • RANK ind #12459

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 →

Coleman, Yovanovich and Koester, P.a. 401(k) Plan in the asset neighbourhood

Coleman, Yovanovich and Koester, P.a. 401(k) PlanColeman, Yovanovich and Koes…$14MSkba Capital Management, LLC 401(k) PlanSkba Capital Management, LLC…$14MDerby Industries, LLC 401(k) Retirement PlanDerby Industries, LLC 401(k)…$14MMondee 401(k) Plan$14MQuality Hearing Instruments Ll 401(k) Profit Sharing Plan & TrustQuality Hearing Instruments …$14M
End-of-year total assets ($M) among Coleman, Yovanovich and Koester, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coleman, Yovanovich & Koester, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Coleman, Yovanovich & Koester, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 44.10424314746601% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.61M $13.9M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 40 $10M
2023 1 39 $12M
2024 1 37 $14M

Coleman, Yovanovich & Koester, P.a. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN650636223
Plan Effective Date1996-04-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Coleman, Yovanovich and Koester, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Coleman, Yovanovich and Koester, P.a. 401(k) Plan, Total assets ($B): 0.013853496 · Participants: 37Coleman, Yovanovich and Koester, P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Coleman, Yovanovich and Koester, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Coleman, Yovanovich and Koester, P.a. 401(k) Plan side-by-side with 3 peers →

Coleman, Yovanovich and Koester, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Skba Capital Management, LLC 401(k) Plan in CA ($14M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coleman, Yovanovich and Koester, P.a. 401(k) Plan assets move in 2024? ▼
Coleman, Yovanovich and Koester, P.a. 401(k) Plan grew sharply - up 17.8% during 2024, from $12M to $14M. Reported net income was $2M.
How have Coleman, Yovanovich & Koester, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coleman, Yovanovich & Koester, P.a.'s sponsor-wide assets grew 44.1%, from $10M to $14M.
Which 401(k) plans are similar in size to Coleman, Yovanovich and Koester, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skba Capital Management, LLC 401(k) Plan in CA ($14M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Coleman, Yovanovich and Koester, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650636223.

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.