401(k) · DOL Form 5500 · 2022

Stockwell, Reisman, Paulk & Taylor, P.a. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
60
Participants Small participant base
67th
Percentile by assets National rank
$184,949
Avg per participant Above avg balance/head
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Official DOL plan name: Digestive Disease Clinic 401(k) Profit Sharing Plan · Sponsored by Stockwell, Reisman, Paulk & Taylor, P.a. · Florida · Healthcare & Social Assistance

$11M in assets, 60 participants

Stockwell, Reisman, Paulk & Taylor, P.a.'s Digestive Disease Clinic 401(k) Profit Sharing Plan reported $11M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,475 in Healthcare & Social Assistance (20,060 peers)

Stockwell, Reisman, Paulk & Taylor, P.a. multi-year trail

Stockwell, Reisman, Paulk & Taylor, P.a.'s plans moved +35.1% in assets from 2022 to 2024; this filing shows Digestive Disease Clinic 401(k) Profit Sharing Plan at $11M / 60 participants.

#14,475
in Healthcare & Social Assistance (20,060 peers)
-21.6%
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.

Digestive Disease Clinic 401(k) Profit Sharing Plan's outsized position by total assets

Digestive Disease Clinic 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,096,966 Top 33% higher than 67% 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

Digestive Disease Clinic 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. Digestive Disease Clinic 401(k) Profit Sharing Plan is a small filing (60 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 591641854 · Stockwell, Reisman, Paulk & Taylor, P.a. PY 2022 · 401(k)

Digestive Disease Clinic 401(k) Profit Sharing Plan · $11M · 60 · 67th

  • SCH $11M
  • SCH 60
  • SCH 67th
  • SCH 401(k)
  • SCH near Tzero Group, Inc. 401(k) Plan
  • SCH ind #14475

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 →

Digestive Disease Clinic 401(k) Profit Sharing Plan in the asset neighbourhood

Digestive Disease Clinic 401(k) Profit Sharing PlanDigestive Disease Clinic 401…$11MTzero Group, Inc. 401(k) Plan$11MCortec Corporation 401(k) PlanCortec Corporation 401(k) Pl…$11MCommunity Solutions, Inc. 401(k) Profit-Sharing PlanCommunity Solutions, Inc. 40…$11MNorman Equipment Company Tax-Deferred Savings and Profit Sharing PlanNorman Equipment Company Tax…$11M
End-of-year total assets ($M) among Digestive Disease Clinic 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stockwell, Reisman, Paulk & Taylor, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Stockwell, Reisman, Paulk & Taylor, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 35.12274436093613% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $15M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 60 $11M
2023 1 52 $13M
2024 1 62 $15M

Stockwell, Reisman, Paulk & Taylor, P.a. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN591641854
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Digestive Disease Clinic 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 ($B) Participants Digestive Disease Clinic 401(k) Profit Sharing Plan, Total assets ($B): 0.011096966 · Participants: 60Digestive Disease Clinic 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
Digestive Disease Clinic 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Digestive Disease Clinic 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 Tzero Group, Inc. 401(k) Plan in UT ($11M); by covered participants it is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Digestive Disease Clinic 401(k) Profit Sharing Plan assets move in 2022?
Digestive Disease Clinic 401(k) Profit Sharing Plan declined sharply - down 21.6% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Stockwell, Reisman, Paulk & Taylor, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Stockwell, Reisman, Paulk & Taylor, P.a.'s sponsor-wide assets grew 35.1%, from $11M to $15M.
Which 401(k) plans are similar in size to Digestive Disease Clinic 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Tzero Group, Inc. 401(k) Plan in UT ($11M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Digestive Disease Clinic 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Matson Money, Inc. Savings and Retirement Plan in OH (60 participants, $12M in assets).