401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$92M
Total assets Below avg plan size
550
Participants Below avg headcount
90th
Percentile by assets National rank
$166,982
Avg per participant Above avg balance/head
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Official DOL plan name: Kaufman Rossin 401(k) Plan · Sponsored by Kaufman, Rossin & Co., P.a. · Florida · Professional & Technical Services

$92M in assets, 550 participants

Kaufman, Rossin & Co., P.a.'s Kaufman Rossin 401(k) Plan reported $92M in total assets and 550 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,337 in Professional & Technical Services (20,173 peers)

Where Kaufman Rossin 401(k) Plan sits by assets

Kaufman Rossin 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 550 participants (~$166,982/participant), up 21.6% in 2024.

#18,337
in Professional & Technical Services (20,173 peers)
+21.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Kaufman Rossin 401(k) Plan's outsized position by total assets

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

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

$91,840,156 Top 10% higher than 90% 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

Kaufman Rossin 401(k) 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. Kaufman Rossin 401(k) Plan sits mid-pack in the medium band (550 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kaufman Rossin 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Kaufman Rossin 401(k) Plan end-of-year assets rose from $76M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Kaufman Rossin 401(k) Plan reported participants rose from 487 in the plan year 2023 filing to 550 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 591818353 · Kaufman, Rossin & Co., P.a. PY 2024 · 401(k)

Kaufman Rossin 401(k) Plan · $92M · 550 · 90th

  • EIN $92M
  • RANK 550
  • PHOTO 90th
  • IND 401(k)
  • EOY near Fox Plan/Thrift
  • 5500 ind #18337

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 →

Kaufman Rossin 401(k) Plan in the asset neighbourhood

General Beverage & General Beer Profit Sharing PlanGeneral Beverage & General B…$92MArvig Enterprises, Inc. 401(k) PlanArvig Enterprises, Inc. 401(…$92MKaufman Rossin 401(k) Plan$92MFox Plan/Thrift$92MIndiana Pipe Trades Defined Contribution Pension PlanIndiana Pipe Trades Defined …$92M
End-of-year total assets ($M) among Kaufman Rossin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$92M
Net Income$16M
Employer EIN591818353
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Kaufman, Rossin & Co., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 46.814094794170316% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.6M $91.8M ▲ +46.8%
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 ($B) Participants Kaufman Rossin 401(k) Plan, Total assets ($B): 0.091840156 · Participants: 550Kaufman Rossin 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
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 →

Kaufman Rossin 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Fox Plan/Thrift in IL ($92M); by covered participants it is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (550 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 Kaufman Rossin 401(k) Plan assets move in 2024? ▼
Kaufman Rossin 401(k) Plan grew sharply - up 21.6% during 2024, from $76M to $92M. Reported net income was $16M.
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 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% 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 Fox Plan/Thrift in IL ($92M, 528 participants).
Which 401(k) plans cover a similar participant headcount to Kaufman Rossin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA (550 participants, $45M 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 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.