401(k) · DOL Form 5500 · 2024

Kositzka, Wicks and Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
120
Participants Small participant base
75th
Percentile by assets National rank
$223,457
Avg per participant Above avg balance/head
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Official DOL plan name: Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust · Sponsored by Kositzka, Wicks and Company · Virginia · Professional & Technical Services

$27M in assets, 120 participants

Kositzka, Wicks and Company's Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust reported $27M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,230 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust covers 120 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $27M.

#15,230
in Professional & Technical Services (20,173 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$26,814,886 Top 25% higher than 75% 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

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust 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. Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust reported participants rose from 115 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 541342298 · Kositzka, Wicks and Company PY 2024 · 401(k)

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust · $27M · 120 · 75th

  • EIN $27M
  • EIN 120
  • EIN 75th
  • EIN 401(k)
  • EIN near The Druker Company 401(k) Plan
  • EIN ind #15230

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 Virginia →

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

The Druker Company 401(k) PlanThe Druker Company 401(k) Pl…$27MSouthern Oregon Orthopedics, Inc. 401(k) Profit Sharing PlanSouthern Oregon Orthopedics,…$27MBecker Morgan Group, Inc. 401(k) Retirement Savings PlanBecker Morgan Group, Inc. 40…$27MMid-Am Holdings, LLC 401(k) Profit Sharing PlanMid-Am Holdings, LLC 401(k) …$27MKositzka, Wicks and Company 401(k) Profit Sharing Plan and TrustKositzka, Wicks and Company …$27M
End-of-year total assets ($M) among Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN541342298
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kositzka, Wicks and Company)

Sponsor-wide plan assets over time

All Kositzka, Wicks and Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 18.749566837912106% vs 2023
2024 filing year
$22M$24M$26M$28M 20232024 $22.6M $26.8M ▲ +18.7%
Year Plans Participants Total Assets
2023 1 115 $23M
2024 1 120 $27M

Nearby 401(k) Plans in Virginia

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

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.026814886 · Participants: 120Kositzka, Wicks and Company 401(k) Profit Sharing Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Druker Company 401(k) Plan in MA ($27M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust grew sharply - up 18.7% during 2024, from $23M to $27M. Reported net income was $4M.
How have Kositzka, Wicks and Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Kositzka, Wicks and Company's sponsor-wide assets grew 18.7%, from $23M to $27M.
Where does Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust ranks in the 75th 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 Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Druker Company 401(k) Plan in MA ($27M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Kositzka, Wicks and Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 541342298.

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.