401(k) · DOL Form 5500 · 2022

Kennedy, White & Riggs Orthopaedic Surgery 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
113
Participants Small participant base
69th
Percentile by assets National rank
$106,850
Avg per participant Below avg balance/head
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Official DOL plan name: Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan · Sponsored by Kennedy, White & Riggs Orthopaedic Surgery · Florida · Healthcare & Social Assistance

$12M in assets, 113 participants

Kennedy, White & Riggs Orthopaedic Surgery's Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan reported $12M in total assets and 113 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.

  • #14,786 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan covers 113 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#14,786
in Healthcare & Social Assistance (20,060 peers)
-22.2%
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.

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan's outsized position by total assets

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan vs every filed plan by assets

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

$12,074,072 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

Kennedy, White & Riggs Orthopaedic Surgery, 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. Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

Filing strip 592227075 · Kennedy, White & Riggs Orthopaedic Surgery PY 2022 · 401(k)

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan · $12M · 113 · 69th

  • SCH $12M
  • SCH 113
  • SCH 69th
  • SCH 401(k)
  • SCH near Wisetech Global (US), Inc 401(k) Plan
  • SCH ind #14786

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 →

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan in the asset neighbourhood

Falcon Plastics, Inc. 401(k) Salary Savings PlanFalcon Plastics, Inc. 401(k)…$12MKennedy, White & Riggs Orthopaedic Surgery, 401(k) PlanKennedy, White & Riggs Ortho…$12MWisetech Global (US), Inc 401(k) PlanWisetech Global (US), Inc 40…$12MCurology 401(k) Plan$12MHallmark Home Mortgage 401(k) PlanHallmark Home Mortgage 401(k…$12M
End-of-year total assets ($M) among Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN592227075
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kennedy, White & Riggs Orthopaedic Surgery)

Sponsor-wide plan assets over time

All Kennedy, White & Riggs Orthopaedic Surgery plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.821014153303043% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12.1M $15.6M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 113 $12M
2023 1 110 $13M
2024 1 115 $16M

Nearby 401(k) Plans in Florida

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

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan, Total assets ($B): 0.012074072 · Participants: 113Kennedy, White & Riggs Orthopaedic Surgery, 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
Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wisetech Global (US), Inc 401(k) Plan in IL ($12M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 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 (113 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 Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan assets move in 2022?
Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan declined sharply - down 22.2% during 2022, from $16M to $12M. Reported net income was -$3M.
How have Kennedy, White & Riggs Orthopaedic Surgery plan assets changed over time?
Across 3 plan years on file (2022-2024), Kennedy, White & Riggs Orthopaedic Surgery's sponsor-wide assets grew 28.8%, from $12M to $16M.
Which 401(k) plans are similar in size to Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Wisetech Global (US), Inc 401(k) Plan in IL ($12M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants, N/A in assets).