401(k) · DOL Form 5500 · 2022

Pines of Sarasota 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
221
Participants Below avg headcount
49th
Percentile by assets National rank
$20,714
Avg per participant Low balance/head
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Official DOL plan name: Pines of Sarasota 401(k) Plan · Sponsored by Pines of Sarasota · Florida · Healthcare & Social Assistance

$5M in assets, 221 participants

Pines of Sarasota's Pines of Sarasota 401(k) Plan reported $5M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,861 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Pines of Sarasota 401(k) Plan covers 221 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#10,861
in Healthcare & Social Assistance (20,060 peers)
-16.5%
assets change YoY

The plan reported a net loss of $903K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pines of Sarasota 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pines of Sarasota 401(k) Plan vs every filed plan by assets

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

$4,577,742 49th percentile higher than 49% 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

Pines of Sarasota 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. Pines of Sarasota 401(k) Plan sits mid-pack in the medium band (221 participants).

DOL schedule card

Filing strip 590700567 · Pines of Sarasota PY 2022 · 401(k)

Pines of Sarasota 401(k) Plan · $5M · 221 · 49th

  • EOY $5M
  • EOY 221
  • EOY 49th
  • EOY 401(k)
  • EOY near Aperto Property Management, Inc. 401(k) Plan
  • EOY ind #10861

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 →

Pines of Sarasota 401(k) Plan in the asset neighbourhood

Pines of Sarasota 401(k) Plan$5MAperto Property Management, Inc. 401(k) PlanAperto Property Management, …$5MNu-Way Concessionaires, Inc. 401(k) PlanNu-Way Concessionaires, Inc.…$5MEast End Welding, LLC 401(k) PlanEast End Welding, LLC 401(k)…$5MDesigntechnica 401(k) Plan$5M
End-of-year total assets ($M) among Pines of Sarasota 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$903K
Employer EIN590700567
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pines of Sarasota)

Sponsor-wide plan assets over time

All Pines of Sarasota plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.10755389884358% vs 2022
2023 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 20222023 $4.58M $5.18M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 221 $5M
2023 1 122 $5M

Nearby 401(k) Plans in Florida

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

Pines of Sarasota 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Pines of Sarasota 401(k) Plan, Total assets ($B): 0.004577742 · Participants: 221Pines of Sarasota 401(k) 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
Pines of Sarasota 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Pines of Sarasota 401(k) Plan side-by-side with 3 peers →

Pines of Sarasota 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Aperto Property Management, Inc. 401(k) Plan in CA ($5M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Pines of Sarasota 401(k) Plan assets move in 2022? ▼
Pines of Sarasota 401(k) Plan declined sharply - down 16.5% during 2022, from $5M to $5M. Reported net income was -$903K.
How have Pines of Sarasota plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pines of Sarasota's sponsor-wide assets grew 13.1%, from $5M to $5M.
Which 401(k) plans are similar in size to Pines of Sarasota 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aperto Property Management, Inc. 401(k) Plan in CA ($5M, 381 participants).
Which 401(k) plans cover a similar participant headcount to Pines of Sarasota 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants, $67M 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 590700567.

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.