401(k) · DOL Form 5500 · 2022
South Florida Orthopaedics & Sports Medicine 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $85,692
- Avg per participant Below avg balance/head
Official DOL plan name: South Florida Orthopaedics & Sports Medicine 401(k) Plan · Sponsored by South Florida Orthopaedics & Sports Medicine · Florida · Healthcare & Social Assistance
$17M in assets, 196 participants
South Florida Orthopaedics & Sports Medicine's South Florida Orthopaedics & Sports Medicine 401(k) Plan reported $17M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,789 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
South Florida Orthopaedics & Sports Medicine 401(k) Plan covers 196 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $17M.
- #15,789
- in Healthcare & Social Assistance (20,060 peers)
- -16.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
South Florida Orthopaedics & Sports Medicine 401(k) Plan's outsized position by total assets
South Florida Orthopaedics & Sports Medicine 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,795,645 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
South Florida Orthopaedics & Sports Medicine 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Florida Orthopaedics & Sports Medicine 401(k) Plan sits mid-pack in the medium band (196 participants).
DOL schedule card
Filing strip 650311858 · South Florida Orthopaedics & Sports Medicine PY 2022 · 401(k)
South Florida Orthopaedics & Sports Medicine 401(k) Plan · $17M · 196 · 74th
- IND $17M
- IND 196
- IND 74th
- IND 401(k)
- IND near Energy Recovery, Inc. 401(k) Plan
- IND ind #15789
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 →
South Florida Orthopaedics & Sports Medicine 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 650311858 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Florida Orthopaedics & Sports Medicine)
Sponsor-wide plan assets over time
All South Florida Orthopaedics & Sports Medicine plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 34.64365911520516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $17M |
| 2023 | 1 | 209 | $21M |
| 2024 | 1 | 230 | $23M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
South Florida Orthopaedics & Sports Medicine 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Energy Recovery, Inc. 401(k) Plan in CA ($17M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Energy Recovery, Inc. 401(k) Plan (CA) $17M · 206
- Gunvor USA, LLC 401(k) Plan (TX) $17M · 128
- Communities Foundation of Texas 401(k) Plan (TX) $17M · 126
- Superior Products Distributors, Inc. Profit Sharing Plan (CT) $17M · 135
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- G.D. Barri & Associates, Inc. 401(k) Plan (AZ) 196 · 0 off
- Jonti-Craft, Inc. 401(k) Retirement Savings Plan (MN) 196 · 0 off
- Bbp Retirement Savings Plan (MI) 196 · 0 off
- Retirement Plan of Lebanon Valley Brethren Home (PA) 196 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.