401(k) · DOL Form 5500 · 2022

South Florida Surgical Specialists, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
144
Participants Small participant base
69th
Percentile by assets National rank
$84,844
Avg per participant Below avg balance/head
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Official DOL plan name: South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan · Sponsored by South Florida Surgical Specialists, LLC · Florida · Healthcare & Social Assistance

$12M in assets, 144 participants

South Florida Surgical Specialists, LLC's South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan reported $12M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,818 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan covers 144 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#14,818
in Healthcare & Social Assistance (20,060 peers)
-16.0%
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.

South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan's outsized position by total assets

South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

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

$12,217,571 Top 31% higher than 69% 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

South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing 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 Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan sits mid-pack in the medium band (144 participants).

EBSA filing schedule strip

Filing strip 201759480 · South Florida Surgical Specialists, LLC PY 2022 · 401(k)

South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan · $12M · 144 · 69th

  • PCT $12M
  • PCT 144
  • PCT 69th
  • PCT 401(k)
  • PCT near A. J. Letizio Sales & Marketing, Inc. 401(k) Plan
  • PCT ind #14818

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 Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan in the asset neighbourhood

South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing PlanSouth Florida Surgical Speci…$12MA. J. Letizio Sales & Marketing, Inc. 401(k) PlanA. J. Letizio Sales & Market…$12MSolar Industries, Inc. 401(k) PlanSolar Industries, Inc. 401(k…$12MComfort Window Co., Inc. 401(k) Salary Deferral PlanComfort Window Co., Inc. 401…$12MAwp, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN201759480
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Florida Surgical Specialists, LLC)

Sponsor-wide plan assets over time

All South Florida Surgical Specialists, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 42.76025897455394% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $17.4M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 144 $12M
2023 1 150 $14M
2024 1 174 $17M

Nearby 401(k) Plans in Florida

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

South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan, Total assets ($B): 0.012217571 · Participants: 144South Florida Surgical Specialists, LLC 401(k) Safe Harbor 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
South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is A. J. Letizio Sales & Marketing, Inc. 401(k) Plan in NH ($12M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan assets move in 2022?
South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan declined sharply - down 16.0% during 2022, from $15M to $12M. Reported net income was -$2M.
How have South Florida Surgical Specialists, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), South Florida Surgical Specialists, LLC's sponsor-wide assets grew 42.8%, from $12M to $17M.
Which 401(k) plans are similar in size to South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is A. J. Letizio Sales & Marketing, Inc. 401(k) Plan in NH ($12M, 77 participants).
Which 401(k) plans cover a similar participant headcount to South Florida Surgical Specialists, LLC 401(k) Safe Harbor Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K in assets).