401(k) · DOL Form 5500 · 2022
Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 209
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $75,342
- Avg per participant Below avg balance/head
Official DOL plan name: Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan · Sponsored by Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a. · Florida · Healthcare & Social Assistance
$16M in assets, 209 participants
Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a.'s Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan reported $16M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,595 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan covers 209 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $16M.
- #15,595
- in Healthcare & Social Assistance (20,060 peers)
- -20.5%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan's outsized position by total assets
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,746,476 Top 27% higher than 73% 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
Coastal Orthopedics & Sports Medicine of Southwest Florida 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. Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan sits mid-pack in the medium band (209 participants).
Form 5500 schedule snapshot
Filing strip 591466615 · Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a. PY 2022 · 401(k)
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan · $16M · 209 · 73rd
- NET $16M
- BOOK 209
- VS-ST 73rd
- BOY 401(k)
- SCH near The H. D. Chasen Co., Inc. Profit-Sharing Plan
- EBSA ind #15595
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 →
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 591466615 |
| Plan Effective Date | 1998-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a.)
Sponsor-wide plan assets over time
All Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 60.12613234859659% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $16M |
| 2023 | 1 | 206 | $20M |
| 2024 | 1 | 227 | $25M |
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
Coastal Orthopedics & Sports Medicine of Southwest Florida 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 The H. D. Chasen Co., Inc. Profit-Sharing Plan in MA ($16M); by covered participants it is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
- Com Av,LLC 401(k) Profit Sharing Plan (CA) 209 · 0 off
- Vali Cooper and Associates Profit Sharing Plan (CA) 209 · 0 off
- Creative Systems and Consulting (VA) 209 · 0 off
- Traction on Demand US Inc 401(k) Profit Sharing Plan & Trust (WA) 209 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.