401(k) · DOL Form 5500 · 2022

Fifer & Heligman, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
44
Participants Small participant base
68th
Percentile by assets National rank
$263,191
Avg per participant High balance/head
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Official DOL plan name: Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan · Sponsored by Fifer & Heligman, M.D., P.a. · Florida · Healthcare & Social Assistance

$12M in assets, 44 participants

Fifer & Heligman, M.D., P.a.'s Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan reported $12M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,633 in Healthcare & Social Assistance (20,060 peers)

Fifer & Heligman, M.D., P.a. multi-year trail

Fifer & Heligman, M.D., P.a.'s plans moved +19.1% in assets from 2022 to 2023; this filing shows Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan at $12M / 44 participants.

#14,633
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan's outsized position by total assets

Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,580,394 Top 32% higher than 68% of 139,123 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 2022

Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 592718825 · Fifer & Heligman, M.D., P.a. PY 2022 · 401(k)

Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan · $12M · 44 · 68th

  • ASSETS $12M
  • ASSETS 44
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near C2 Educational Systems 401(k) Profit Sharing Plan
  • ASSETS ind #14633

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan in the asset neighbourhood

Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing PlanFifer & Heligman, M.D., P.a.…$12MC2 Educational Systems 401(k) Profit Sharing PlanC2 Educational Systems 401(k…$12MLee Aerospace, Inc. 401(k) PlanLee Aerospace, Inc. 401(k) P…$12MNorth Bridge Venture Management 401(k) PlanNorth Bridge Venture Managem…$12MKeiser Corporation 401(k) Profit Sharing PlanKeiser Corporation 401(k) Pr…$12M
End-of-year total assets ($M) among Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fifer & Heligman, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Fifer & Heligman, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 19.13249238324706% vs 2022
2023 filing year
$11M$12M$13M$14M$15M 20222023 $11.6M $13.8M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 44 $12M
2023 1 43 $14M

Fifer & Heligman, M.D., P.a. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN592718825
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan, Total assets ($B): 0.011580394 · Participants: 44Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fifer & Heligman, M.D., P.a. Employee 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 C2 Educational Systems 401(k) Profit Sharing Plan in GA ($12M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan assets move in 2022? ▼
Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan declined sharply - down 15.0% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Fifer & Heligman, M.D., P.a. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fifer & Heligman, M.D., P.a.'s sponsor-wide assets grew 19.1%, from $12M to $14M.
Which 401(k) plans are similar in size to Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C2 Educational Systems 401(k) Profit Sharing Plan in GA ($12M, 925 participants).
Which 401(k) plans cover a similar participant headcount to Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592718825.

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.