401(k) · DOL Form 5500 · 2022

Orthopedic Specialists of Sw Florida, P.a. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
128
Participants Small participant base
80th
Percentile by assets National rank
$194,202
Avg per participant Above avg balance/head
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Official DOL plan name: Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan · Sponsored by Orthopedic Specialists of Sw Florida, P.a. · Florida · Healthcare & Social Assistance

$25M in assets, 128 participants

Orthopedic Specialists of Sw Florida, P.a.'s Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan reported $25M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,730 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan covers 128 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $25M.

#16,730
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,857,896 Top 20% higher than 80% 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

Orthopedic Specialists of Sw Florida, P.a. 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. Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (128 participants).

EBSA filing schedule strip

Filing strip 651011457 · Orthopedic Specialists of Sw Florida, P.a. PY 2022 · 401(k)

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan · $25M · 128 · 80th

  • TYPE $25M
  • NET 128
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan
  • SCH ind #16730

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 →

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing PlanOrthopedic Specialists of Sw…$25MRobert D. Gilmore & Associates, Inc. 401(k) Profit Sharing PlanRobert D. Gilmore & Associat…$25MEngel Machinery, Inc 401(k) Savings PlanEngel Machinery, Inc 401(k) …$25MBryan Equipment Sales, Inc. Profit Sharing PlanBryan Equipment Sales, Inc. …$25MPax Machine Works, Inc. 401(k) Retirement PlanPax Machine Works, Inc. 401(…$25M
End-of-year total assets ($M) among Orthopedic Specialists of Sw Florida, P.a. 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)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN651011457
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Specialists of Sw Florida, P.a.)

Sponsor-wide plan assets over time

All Orthopedic Specialists of Sw Florida, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 39.79123172773754% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.9M $34.8M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 128 $25M
2023 1 107 $30M
2024 1 130 $35M

Nearby 401(k) Plans in Florida

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

Orthopedic Specialists of Sw Florida, P.a. 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 ($B) Participants Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.024857896 · Participants: 128Orthopedic Specialists of Sw Florida, P.a. 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
Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Specialists of Sw Florida, P.a. 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 Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan in PA ($25M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan assets move in 2022? ▼
Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan pulled back noticeably - down 10.1% during 2022, from $28M to $25M. Reported net income was -$3M.
How have Orthopedic Specialists of Sw Florida, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Specialists of Sw Florida, P.a.'s sponsor-wide assets grew 39.8%, from $25M to $35M.
Where does Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan ranks in the 80th 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 Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan in PA ($25M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 651011457.

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.