401(k) · DOL Form 5500 · 2022

Arboreta Healthcare Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,024
Participants Near avg headcount
37th
Percentile by assets National rank
$2,480
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Arboreta Healthcare Inc. 401(k) Retirement Savings Plan · Sponsored by Arboreta Healthcare Inc. · Florida · Healthcare & Social Assistance

$3M in assets, 1,024 participants

Arboreta Healthcare Inc.'s Arboreta Healthcare Inc. 401(k) Retirement Savings Plan reported $3M in total assets and 1,024 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #8,027 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Arboreta Healthcare Inc. 401(k) Retirement Savings Plan pulled back noticeably 14.9% in 2022 ($3M → $3M) for 1,024 participants.

#8,027
in Healthcare & Social Assistance (20,060 peers)
-14.9%
assets change YoY

The plan reported a net loss of $446K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Arboreta Healthcare Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Arboreta Healthcare Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$2,539,118 37th percentile higher than 37% 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

Arboreta Healthcare Inc. 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arboreta Healthcare Inc. 401(k) Retirement Savings Plan lands in the large band (1,024 participants).

EBSA filing schedule strip

Filing strip 821884480 · Arboreta Healthcare Inc. PY 2022 · 401(k)

Arboreta Healthcare Inc. 401(k) Retirement Savings Plan · $3M · 1,024 · 37th

  • EOY $3M
  • EOY 1,024
  • EOY 37th
  • EOY 401(k)
  • EOY near Whittington, Jones & Rudert, Cpas, LLC, 401(k)
  • EOY ind #8027

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 →

Arboreta Healthcare Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Arboreta Healthcare Inc. 401(k) Retirement Savings PlanArboreta Healthcare Inc. 401…$3MWhittington, Jones & Rudert, Cpas, LLC, 401(k)Whittington, Jones & Rudert,…$3MRegional Health Management Corporation Employees Savings TrustRegional Health Management C…$3MVapco,Inc. Dba South Valley Drywall, Inc 401(k) PlanVapco,Inc. Dba South Valley …$3MMedical Management & Rehab Services Inc. 401(k) Ps PlanMedical Management & Rehab S…$3M
End-of-year total assets ($M) among Arboreta Healthcare Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$446K
Employer EIN821884480
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Arboreta Healthcare Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Arboreta Healthcare Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.002539118 · Participants: 1024Arboreta Healthcare Inc. 401(k) Retirement Savings 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
Arboreta Healthcare Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Arboreta Healthcare Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Arboreta Healthcare Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Whittington, Jones & Rudert, Cpas, LLC, 401(k) in GA ($3M); by covered participants it is Scs Engineers 401(k) Plan in CA (1,024 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,024 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 Arboreta Healthcare Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
Arboreta Healthcare Inc. 401(k) Retirement Savings Plan pulled back noticeably - down 14.9% during 2022, from $3M to $3M. Reported net income was -$446K.
Which 401(k) plans are similar in size to Arboreta Healthcare Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whittington, Jones & Rudert, Cpas, LLC, 401(k) in GA ($3M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Arboreta Healthcare Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scs Engineers 401(k) Plan in CA (1,024 participants, $110M 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 821884480.

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.