Other · DOL Form 5500 · 2022

Health Planning Council of South Florida, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
150
Participants Small participant base
60th
Percentile by assets National rank
$53,448
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. · Sponsored by Health Planning Council of South Florida, Inc. · Florida · Other Services

$8M in assets, 150 participants

Health Planning Council of South Florida, Inc.'s Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. reported $8M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,438 in Other Services (8,398 peers)

Coverage in Florida

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#6,438
in Other Services (8,398 peers)
-10.2%
assets change YoY

The plan reported a net loss of $915K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc.'s mid-pack asset rank among Other Services and all filers

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. vs every filed plan by assets

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

$8,017,146 Top 40% higher than 60% 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

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. 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. Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. sits mid-pack in the medium band (150 participants).

Published 5500 schedule card

Filing strip 592269305 · Health Planning Council of South Florida, Inc. PY 2022 · Other

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. · $8M · 150 · 60th

  • EIN $8M
  • RANK 150
  • PHOTO 60th
  • IND Other
  • EOY near Pennsylvania Institute of Technology Defined Contribution Plan
  • 5500 ind #6438

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 Other Services retirement plans → · Plans in Florida →

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. in the asset neighbourhood

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc.Employee Benefit Plan of Hea…$8MPennsylvania Institute of Technology Defined Contribution PlanPennsylvania Institute of Te…$8MCastle Family Health Centers, Inc. 403(b) PlanCastle Family Health Centers…$8MCesar Chavez Public Charter Schools for Public Policy 403(b) PlanCesar Chavez Public Charter …$8MPrinceton Child Development Institute, Inc. Defined Contribution Retirement PlanPrinceton Child Development …$8M
End-of-year total assets ($M) among Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$915K
Employer EIN592269305
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Planning Council of South Florida, Inc.)

Sponsor-wide plan assets over time

All Health Planning Council of South Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.11846135769512% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $8.02M $11.5M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 150 $8M
2023 1 144 $10M
2024 1 148 $11M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc., Total assets ($B): 0.008017146 · Participants: 150Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc.Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. vs. nearby Other plans in Florida, assets vs. participants
Compare Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc.'s out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Pennsylvania Institute of Technology Defined Contribution Plan in PA ($8M); by covered participants it is The Trevor Project, Inc. 403(b) Plan in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. assets move in 2022? ▼
Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc. pulled back noticeably - down 10.2% during 2022, from $9M to $8M. Reported net income was -$915K.
How have Health Planning Council of South Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Planning Council of South Florida, Inc.'s sponsor-wide assets grew 43.1%, from $8M to $11M.
Which Other plans are similar in size to Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc.? ▼
Among Other plans in other states, the closest by assets is Pennsylvania Institute of Technology Defined Contribution Plan in PA ($8M, 100 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Health Planning Council of Southwest Florida, Inc.? ▼
Among Other plans in other states, the closest by covered participants is The Trevor Project, Inc. 403(b) Plan in CA (150 participants, $5M 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 592269305.

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.