401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$19M
Total assets Small plan by assets
581
Participants Below avg headcount
77th
Percentile by assets National rank
$33,404
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. · Sponsored by Family Health Centers of Southwest Florida, Inc. · Florida · Healthcare & Social Assistance

$19M in assets, 581 participants

Family Health Centers of Southwest Florida, Inc.'s 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. reported $19M in total assets and 581 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,153 in Healthcare & Social Assistance (20,060 peers)

Where 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. sits by assets

401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. sits in the top quartile of all filed plans by assets, $19M for 581 participants (~$33,404/participant), down 5.9% in 2022.

#16,153
in Healthcare & Social Assistance (20,060 peers)
-5.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc.'s outsized position by total assets

401(a) Thrift 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

$19,407,860 Top 23% higher than 77% 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

401(a) Thrift 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. 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. sits mid-pack in the medium band (581 participants).

Published 5500 schedule card

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

401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. · $19M · 581 · 77th

  • PHOTO $19M
  • PHOTO 581
  • PHOTO 77th
  • PHOTO 401(k)
  • PHOTO near Sprague Retirement Plan
  • PHOTO ind #16153

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 →

401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. in the asset neighbourhood

401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc.401(a) Thrift Plan of Family…$19MSprague Retirement Plan$19MPratt Regional Medical Center 401(k) Profit Sharing PlanPratt Regional Medical Cente…$19MAlbright Stonebridge Group, LLC Profit Sharing PlanAlbright Stonebridge Group, …$19MGreat Circle Retirement Savings PlanGreat Circle Retirement Savi…$19M
End-of-year total assets ($M) among 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$1M
Employer EIN591741273
Plan Effective Date2011-02-01
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.

401(a) Thrift 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 ($B) Participants 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc., Total assets ($B): 0.01940786 · Participants: 581401(a) Thrift 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
401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. side-by-side with 3 peers →

401(a) Thrift 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 Sprague Retirement Plan in WA ($19M); by covered participants it is Air Canada U.S. Tax Incentive Savings Plan in (581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (581 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 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. assets move in 2022? ▼
401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. pulled back noticeably - down 5.9% during 2022, from $21M to $19M. Reported net income was -$1M.
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 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. rank by assets among Form 5500 filers? ▼
401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc. ranks in the 77th 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 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Sprague Retirement Plan in WA ($19M, 202 participants).
Which 401(k) plans cover a similar participant headcount to 401(a) Thrift Plan of Family Health Centers of Southwest Florida, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Canada U.S. Tax Incentive Savings Plan in (581 participants, $42M 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.