401(k) · DOL Form 5500 · 2022

Heart of Florida United Way, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
135
Participants Small participant base
59th
Percentile by assets National rank
$54,560
Avg per participant Low balance/head
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Official DOL plan name: Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan · Sponsored by Heart of Florida United Way, Inc. · Florida · Other Services

$7M in assets, 135 participants

Heart of Florida United Way, Inc.'s Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan reported $7M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,323 in Other Services (8,398 peers)

Coverage in Florida

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan covers 135 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#6,323
in Other Services (8,398 peers)
-13.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,365,546 Top 41% higher than 59% 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

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing 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. Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

Plan-year Form 5500 strip

Filing strip 590808854 · Heart of Florida United Way, Inc. PY 2022 · 401(k)

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan · $7M · 135 · 59th

  • PHOTO $7M
  • PHOTO 135
  • PHOTO 59th
  • PHOTO 401(k)
  • PHOTO near Bestway Rental, Inc. 401(k) Plan
  • PHOTO ind #6323

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 →

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan in the asset neighbourhood

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing PlanHeart of Florida United Way,…$7MBestway Rental, Inc. 401(k) PlanBestway Rental, Inc. 401(k) …$7MSystem Automation 401(k) Plan$7MPolyquest Incorporated 401(k) Profit Sharing PlanPolyquest Incorporated 401(k…$7MWestport Capital Partners LLC Retirement PlanWestport Capital Partners LL…$7M
End-of-year total assets ($M) among Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN590808854
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart of Florida United Way, Inc.)

Sponsor-wide plan assets over time

All Heart of Florida United Way, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.893942146312032% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.37M $8.76M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 135 $7M
2023 1 137 $8M
2024 1 144 $9M

Nearby 401(k) Plans in Florida

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

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan, Total assets ($B): 0.007365546 · Participants: 135Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing 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
Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bestway Rental, Inc. 401(k) Plan in TX ($7M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan assets move in 2022? ▼
Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan pulled back noticeably - down 13.7% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Heart of Florida United Way, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart of Florida United Way, Inc.'s sponsor-wide assets grew 18.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bestway Rental, Inc. 401(k) Plan in TX ($7M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Heart of Florida United Way, Inc. Prototype 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A 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 590808854.

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.