401(k) · DOL Form 5500 · 2022

Southwest Florida Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
452
Participants Below avg headcount
67th
Percentile by assets National rank
$24,474
Avg per participant Low balance/head
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Official DOL plan name: Southwest Florida Enterprises 401(k) Plan · Sponsored by Southwest Florida Enterprises, Inc. · Florida · Arts, Entertainment & Recreation

$11M in assets, 452 participants

Southwest Florida Enterprises, Inc.'s Southwest Florida Enterprises 401(k) Plan reported $11M in total assets and 452 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.

  • #2,425 in Arts, Entertainment & Recreation (3,077 peers)

Southwest Florida Enterprises, Inc. multi-year trail

Southwest Florida Enterprises, Inc.'s plans moved +11.5% in assets from 2022 to 2024; this filing shows Southwest Florida Enterprises 401(k) Plan at $11M / 452 participants.

#2,425
in Arts, Entertainment & Recreation (3,077 peers)
-21.4%
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.

Southwest Florida Enterprises 401(k) Plan's outsized position by total assets

Southwest Florida Enterprises 401(k) Plan vs every filed plan by assets

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

$11,062,028 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

Southwest Florida Enterprises 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. Southwest Florida Enterprises 401(k) Plan sits mid-pack in the medium band (452 participants).

Published 5500 schedule card

Filing strip 591263670 · Southwest Florida Enterprises, Inc. PY 2022 · 401(k)

Southwest Florida Enterprises 401(k) Plan · $11M · 452 · 67th

  • EIN $11M
  • RANK 452
  • PHOTO 67th
  • IND 401(k)
  • EOY near Array Architects 401(k) Plan
  • 5500 ind #2425

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Southwest Florida Enterprises 401(k) Plan in the asset neighbourhood

Southwest Florida Enterprises 401(k) PlanSouthwest Florida Enterprise…$11MArray Architects 401(k) Plan$11MTheoris Group, Inc. 401(k) Profit Sharing PlanTheoris Group, Inc. 401(k) P…$11MNational Mortgage and Finance Company, Limited Profit Sharing 401(k) PlanNational Mortgage and Financ…$11MSany America, Inc. 401(k) PlanSany America, Inc. 401(k) Pl…$11M
End-of-year total assets ($M) among Southwest Florida Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southwest Florida Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Florida Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.522398966988694% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $11.1M $12.3M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 452 $11M
2023 1 468 $11M
2024 1 225 $12M

Southwest Florida Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN591263670
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southwest Florida Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Southwest Florida Enterprises 401(k) Plan, Total assets ($B): 0.011062028 · Participants: 452Southwest Florida Enterprises 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
Southwest Florida Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southwest Florida Enterprises 401(k) Plan side-by-side with 3 peers →

Southwest Florida Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Array Architects 401(k) Plan in PA ($11M); by covered participants it is Cst Industries, Inc. 401(k) Profit Sharing Plan in KS (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Southwest Florida Enterprises 401(k) Plan assets move in 2022? ▼
Southwest Florida Enterprises 401(k) Plan declined sharply - down 21.4% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Southwest Florida Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Florida Enterprises, Inc.'s sponsor-wide assets grew 11.5%, from $11M to $12M.
Which 401(k) plans are similar in size to Southwest Florida Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Array Architects 401(k) Plan in PA ($11M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Florida Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cst Industries, Inc. 401(k) Profit Sharing Plan in KS (452 participants, $48M 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 591263670.

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.