401(k) · DOL Form 5500 · 2022

Daytona Heart Group 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
81
Participants Small participant base
67th
Percentile by assets National rank
$138,887
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Daytona Heart Group 401(k) Profit Sharing Plan & Trust · Sponsored by Daytona Heart Group · Florida · Other Services

$11M in assets, 81 participants

Daytona Heart Group's Daytona Heart Group 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 81 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.

  • #6,808 in Other Services (8,398 peers)

2022 asset change

Daytona Heart Group 401(k) Profit Sharing Plan & Trust pulled back noticeably 14.8% in 2022 ($13M → $11M) for 81 participants.

#6,808
in Other Services (8,398 peers)
-14.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Daytona Heart Group 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Daytona Heart Group 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,249,845 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

Daytona Heart Group 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Daytona Heart Group 401(k) Profit Sharing Plan & Trust is a small filing (81 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 592385440 · Daytona Heart Group PY 2022 · 401(k)

Daytona Heart Group 401(k) Profit Sharing Plan & Trust · $11M · 81 · 67th

  • EBSA $11M
  • PART 81
  • TYPE 67th
  • NET 401(k)
  • BOOK near Hts Employees' 401(k) Plan
  • VS-ST ind #6808

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 →

Daytona Heart Group 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Daytona Heart Group 401(k) Profit Sharing Plan & TrustDaytona Heart Group 401(k) P…$11MHts Employees' 401(k) Plan$11MVirtium, LLC Profit Sharing 401(k) PlanVirtium, LLC Profit Sharing …$11MDocmagic 401(k) Retirement PlanDocmagic 401(k) Retirement P…$11MViking Pump, Inc. Savings Plan for Machinist Local 1728Viking Pump, Inc. Savings Pl…$11M
End-of-year total assets ($M) among Daytona Heart Group 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN592385440
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Daytona Heart Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Daytona Heart Group 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011249845 · Participants: 81Daytona Heart Group 401(k) Profit Sharing Plan & TrustL3harris 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
Daytona Heart Group 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Daytona Heart Group 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Daytona Heart Group 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hts Employees' 401(k) Plan in MI ($11M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Daytona Heart Group 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Daytona Heart Group 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 14.8% during 2022, from $13M to $11M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Daytona Heart Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hts Employees' 401(k) Plan in MI ($11M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Daytona Heart Group 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Express, LLC 401(k) Plan in MA (81 participants, $2M 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 592385440.

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.