401(k) · DOL Form 5500 · 2022

Surf Style Retail 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
206
Participants Below avg headcount
32nd
Percentile by assets National rank
$8,589
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surfstyle 401(k) · Sponsored by Surf Style Retail · Florida · Retail Trade

$2M in assets, 206 participants

Surf Style Retail's Surfstyle 401(k) reported $2M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,963 in Retail Trade (9,519 peers)

Coverage in Florida

Surfstyle 401(k) covers 206 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#3,963
in Retail Trade (9,519 peers)
+8.2%
assets growth YoY

Surfstyle 401(k) among the smaller filed plans by assets

Surfstyle 401(k) vs every filed plan by assets

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

$1,769,271 32nd percentile higher than 32% 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

Surfstyle 401(k) 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. Surfstyle 401(k) sits mid-pack in the medium band (206 participants).

Published 5500 schedule card

Filing strip 200495143 · Surf Style Retail PY 2022 · 401(k)

Surfstyle 401(k) · $2M · 206 · 32nd

  • BOOK $2M
  • VS-ST 206
  • BOY 32nd
  • SCH 401(k)
  • EBSA near 401(k) Profit Sharing Plan for Employees of Redwood Community Action Agency
  • PART ind #3963

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 Retail Trade retirement plans → · Plans in Florida →

Surfstyle 401(k) in the asset neighbourhood

Surfstyle 401(k)$2M401(k) Profit Sharing Plan for Employees of Redwood Community Action Agency401(k) Profit Sharing Plan f…$2MGreat American Holding Co., Inc. 401(k) Profit Sharing PlanGreat American Holding Co., …$2MHome Care Advantage 401(k) PlanHome Care Advantage 401(k) P…$2MMdm Services Corporation 401(k) PlanMdm Services Corporation 401…$2M
End-of-year total assets ($M) among Surfstyle 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$134K
Employer EIN200495143
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surf Style Retail)

Sponsor-wide plan assets over time

All Surf Style Retail plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.41316677885976% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.77M $3.12M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 206 $2M
2023 1 243 $2M
2024 1 272 $3M

Nearby 401(k) Plans in Florida

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

Surfstyle 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Surfstyle 401(k), Total assets ($B): 0.001769271 · Participants: 206Surfstyle 401(k)L3harris 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
Surfstyle 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Surfstyle 401(k) side-by-side with 3 peers →

Surfstyle 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Redwood Community Action Agency in CA ($2M); by covered participants it is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Surfstyle 401(k) assets move in 2022? ▼
Surfstyle 401(k) grew at a solid clip - up 8.2% during 2022, from $2M to $2M. Reported net income was $134K.
How have Surf Style Retail plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surf Style Retail's sponsor-wide assets grew 76.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Surfstyle 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Redwood Community Action Agency in CA ($2M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Surfstyle 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 participants, N/A 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 200495143.

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.