401(k) · DOL Form 5500 · 2024

Kittelson & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
354
Participants Below avg headcount
88th
Percentile by assets National rank
$204,216
Avg per participant Above avg balance/head
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Official DOL plan name: Kittelson & Associates, Inc. 401(k) Retirement Plan · Sponsored by Kittelson & Associates, Inc. · Florida · Professional & Technical Services

$72M in assets, 354 participants

Kittelson & Associates, Inc.'s Kittelson & Associates, Inc. 401(k) Retirement Plan reported $72M in total assets and 354 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,936 in Professional & Technical Services (20,173 peers)

Where Kittelson & Associates, Inc. 401(k) Retirement Plan sits by assets

Kittelson & Associates, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $72M for 354 participants (~$204,216/participant), up 26.3% in 2024.

#17,936
in Professional & Technical Services (20,173 peers)
+26.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Kittelson & Associates, Inc. 401(k) Retirement Plan's outsized position by total assets

Kittelson & Associates, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$72,292,353 Top 12% higher than 88% 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

Kittelson & Associates, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kittelson & Associates, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kittelson & Associates, Inc. 401(k) Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Kittelson & Associates, Inc. 401(k) Retirement Plan reported participants rose from 340 in the plan year 2023 filing to 354 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930964447 · Kittelson & Associates, Inc. PY 2024 · 401(k)

Kittelson & Associates, Inc. 401(k) Retirement Plan · $72M · 354 · 88th

  • PCT $72M
  • PCT 354
  • PCT 88th
  • PCT 401(k)
  • PCT near Ls3p 401(k) Plan
  • PCT ind #17936

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 →

Kittelson & Associates, Inc. 401(k) Retirement Plan in the asset neighbourhood

Maslon Retirement and Savings PlanMaslon Retirement and Saving…$72MTriple S Profit Sharing 401(k) PlanTriple S Profit Sharing 401(…$72MRetirement and Savings Plan for Employees of Plastics Engineering CompanyRetirement and Savings Plan …$72MKittelson & Associates, Inc. 401(k) Retirement PlanKittelson & Associates, Inc.…$72MLs3p 401(k) Plan$72M
End-of-year total assets ($M) among Kittelson & Associates, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$72M
Net Income$15M
Employer EIN930964447
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kittelson & Associates, Inc.)

Sponsor-wide plan assets over time

All Kittelson & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 71.57068502320686% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $42.1M $72.3M ▲ +71.5%
Year Plans Participants Total Assets
2022 1 308 $42M
2023 1 340 $57M
2024 1 354 $72M

Nearby 401(k) Plans in Florida

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

Kittelson & Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kittelson & Associates, Inc. 401(k) Retirement Plan, Total assets ($B): 0.072292353 · Participants: 354Kittelson & Associates, Inc. 401(k) Retirement 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
Kittelson & Associates, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kittelson & Associates, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Kittelson & Associates, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ls3p 401(k) Plan in SC ($72M); by covered participants it is Harper Systems, Inc. 401(k) Plan in TX (354 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Kittelson & Associates, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Kittelson & Associates, Inc. 401(k) Retirement Plan grew sharply - up 26.3% during 2024, from $57M to $72M. Reported net income was $15M.
How have Kittelson & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kittelson & Associates, Inc.'s sponsor-wide assets grew 71.6%, from $42M to $72M.
Where does Kittelson & Associates, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Kittelson & Associates, Inc. 401(k) Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kittelson & Associates, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ls3p 401(k) Plan in SC ($72M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Kittelson & Associates, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harper Systems, Inc. 401(k) Plan in TX (354 participants, N/A 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 930964447.

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.