401(k) · DOL Form 5500 · 2022

Family Health Centers of Southwest Florida, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
309
Participants Below avg headcount
75th
Percentile by assets National rank
$54,803
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. · Sponsored by Family Health Centers of Southwest Florida, Inc. · Florida · Healthcare & Social Assistance

$17M in assets, 309 participants

Family Health Centers of Southwest Florida, Inc.'s Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. reported $17M in total assets and 309 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,819 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. covers 309 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#15,819
in Healthcare & Social Assistance (20,060 peers)
-9.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.'s outsized position by total assets

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. vs every filed plan by assets

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

$16,933,975 Top 25% higher than 75% 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

Tax Deferred Annuity Plan of Family Health Centers 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. Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. sits mid-pack in the medium band (309 participants).

EBSA filing schedule strip

Filing strip 591741273 · Family Health Centers of Southwest Florida, Inc. PY 2022 · 401(k)

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. · $17M · 309 · 75th

  • EIN $17M
  • RANK 309
  • PHOTO 75th
  • IND 401(k)
  • EOY near Fetzers' Inc. 401(k) Profit Sharing Plan
  • 5500 ind #15819

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 →

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. in the asset neighbourhood

Fetzers' Inc. 401(k) Profit Sharing PlanFetzers' Inc. 401(k) Profit …$17MRjn Group, Inc. 401(k) Plan$17MTax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.Tax Deferred Annuity Plan of…$17MBarnes Wendling Cpas, Inc. 401(k) Profit Sharing PlanBarnes Wendling Cpas, Inc. 4…$17MThe Bms Enterprises 401(k) PlanThe Bms Enterprises 401(k) P…$17M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN591741273
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Health Centers of Southwest Florida, Inc.)

Sponsor-wide plan assets over time

All Family Health Centers of Southwest Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 45.13607802137674% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.3M $52.8M ▲ +45.2%
Year Plans Participants Total Assets
2022 2 890 $36M
2023 2 1,227 $44M
2024 2 1,199 $53M

Nearby 401(k) Plans in Florida

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

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc., Total assets ($B): 0.016933975 · Participants: 309Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.L3harris 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
Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Fetzers' Inc. 401(k) Profit Sharing Plan in UT ($17M); by covered participants it is Pear Therapeutics (US) 401(k) Retirement Plan in MA (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. assets move in 2022? ▼
Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. pulled back noticeably - down 9.2% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Family Health Centers of Southwest Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Health Centers of Southwest Florida, Inc.'s sponsor-wide assets grew 45.1%, from $36M to $53M.
Where does Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Fetzers' Inc. 401(k) Profit Sharing Plan in UT ($17M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Pear Therapeutics (US) 401(k) Retirement Plan in MA (309 participants, $14M 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 591741273.

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.