401(k) · DOL Form 5500 · 2022
Physicians Primary Care of Southwest Florida, P.L. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 218
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $117,313
- Avg per participant Below avg balance/head
Official DOL plan name: Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · Sponsored by Physicians Primary Care of Southwest Florida, P.L. · Florida · Healthcare & Social Assistance
$26M in assets, 218 participants
Physicians Primary Care of Southwest Florida, P.L.'s Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 218 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,786 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust covers 218 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $26M.
- #16,786
- in Healthcare & Social Assistance (20,060 peers)
- -17.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,574,225 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust 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. Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (218 participants).
DOL schedule card
Filing strip 650603006 · Physicians Primary Care of Southwest Florida, P.L. PY 2022 · 401(k)
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · $26M · 218 · 81st
- PART $26M
- PART 218
- PART 81st
- PART 401(k)
- PART near Kddi Group 401(k) Plan
- PART ind #16786
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 →
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$6M |
| Employer EIN | 650603006 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Physicians Primary Care of Southwest Florida, P.L.)
Sponsor-wide plan assets over time
All Physicians Primary Care of Southwest Florida, P.L. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 16.645521027518917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $26M |
| 2023 | 1 | 215 | $27M |
| 2024 | 1 | 211 | $30M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Kddi Group 401(k) Plan in NY ($26M); by covered participants it is Identity Management Services Organization, LLC 401(k) Plan in CA (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Kddi Group 401(k) Plan (NY) $26M · 220
- Technoserve, Inc. 401(k) Plan (VA) $26M · 90
- Vantage Point Solutions 401(k) Plan (SD) $26M · 303
- Marlette Funding, LLC 401(k) Plan (DE) $26M · 404
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Identity Management Services Organization, LLC 401(k) Plan (CA) 218 · 0 off
- Merfish United 401(k) Plan (MA) 218 · 0 off
- Care Partners Assisted Living Retirement Plan (WI) 218 · 0 off
- Attane, Inc. Retirement Savings Plan (MO) 218 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.