401(k) · DOL Form 5500 · 2024
Aylstock, Witkin, Kreis & Overholtz, P.L.C. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $89,630
- Avg per participant Below avg balance/head
Official DOL plan name: Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan · Sponsored by Aylstock, Witkin, Kreis & Overholtz, P.L.C. · Florida · Professional & Technical Services
$21M in assets, 231 participants
Aylstock, Witkin, Kreis & Overholtz, P.L.C.'s Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan reported $21M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,166 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan covers 231 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $21M.
- #14,166
- in Professional & Technical Services (20,173 peers)
- +22.8%
- assets growth YoY
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan's outsized position by total assets
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,704,606 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing 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. Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan reported participants rose from 228 in the plan year 2023 filing to 231 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 593727946 · Aylstock, Witkin, Kreis & Overholtz, P.L.C. PY 2024 · 401(k)
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan · $21M · 231 · 71st
- IND $21M
- IND 231
- IND 71st
- IND 401(k)
- IND near Gregory Industries, Inc. Retirement and Savings Plan
- IND ind #14166
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 →
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 593727946 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aylstock, Witkin, Kreis & Overholtz, P.L.C.)
Sponsor-wide plan assets over time
All Aylstock, Witkin, Kreis & Overholtz, P.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 56.852564798463156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 222 | $13M |
| 2023 | 1 | 228 | $17M |
| 2024 | 1 | 231 | $21M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Aylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Gregory Industries, Inc. Retirement and Savings Plan in OH ($21M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Unitek College Utah, LLC 401(k) Plan (CA) 231 · 0 off
- Bob Barker Company, Inc. 401(k) Plan (NC) 231 · 0 off
- Littleton Coin Company, Inc. Employee Retirement Plan (NH) 231 · 0 off
- Hartfiel Automation, Inc. 401(k) Profit Sharing Plan (MN) 231 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.