Defined Benefit (Pension) · DOL Form 5500 · 2022

West Florida Medical Associates P.a. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
101
Participants Small participant base
56th
Percentile by assets National rank
$65,817
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: West Florida Medical Associates, P.a. Cash Balance Pension Plan · Sponsored by West Florida Medical Associates P.a. · Florida · Healthcare & Social Assistance

$7M in assets, 101 participants

West Florida Medical Associates P.a.'s West Florida Medical Associates, P.a. Cash Balance Pension Plan reported $7M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,511 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

West Florida Medical Associates, P.a. Cash Balance Pension Plan covers 101 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#12,511
in Healthcare & Social Assistance (20,060 peers)
-11.2%
assets change YoY

The plan reported a net loss of $837K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Florida Medical Associates, P.a. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

West Florida Medical Associates, P.a. Cash Balance Pension Plan vs every filed plan by assets

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

$6,647,550 Top 44% higher than 56% 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

West Florida Medical Associates, P.a. Cash Balance Pension 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. West Florida Medical Associates, P.a. Cash Balance Pension Plan sits mid-pack in the medium band (101 participants).

EBSA filing schedule strip

Filing strip 593411454 · West Florida Medical Associates P.a. PY 2022 · Defined Benefit (Pension)

West Florida Medical Associates, P.a. Cash Balance Pension Plan · $7M · 101 · 56th

  • PCT $7M
  • PCT 101
  • PCT 56th
  • PCT Defined Benefit (Pension)
  • PCT near Hourly Employees' Pension Plan of Rollex Corporation
  • PCT ind #12511

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 →

West Florida Medical Associates, P.a. Cash Balance Pension Plan in the asset neighbourhood

West Florida Medical Associates, P.a. Cash Balance Pension PlanWest Florida Medical Associa…$7MHourly Employees' Pension Plan of Rollex CorporationHourly Employees' Pension Pl…$7MLight Metals Corporation UAW Retirement Income PlanLight Metals Corporation UAW…$7MFormer Elant Employees Pension PlanFormer Elant Employees Pensi…$7MSouthern Connecticut Vascular Center Cash Balance PlanSouthern Connecticut Vascula…$7M
End-of-year total assets ($M) among West Florida Medical Associates, P.a. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$837K
Employer EIN593411454
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Florida Medical Associates P.a.)

Sponsor-wide plan assets over time

All West Florida Medical Associates P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 33.918991388040844% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.4M $40.7M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 230 $30M
2023 2 258 $35M
2024 2 248 $41M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

West Florida Medical Associates, P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants West Florida Medical Associates, P.a. Cash Balance Pension Plan, Total assets ($B): 0.00664755 · Participants: 101West Florida Medical Associates, P.a. Cash Balance Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
West Florida Medical Associates, P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare West Florida Medical Associates, P.a. Cash Balance Pension Plan side-by-side with 3 peers →

West Florida Medical Associates, P.a. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Hourly Employees' Pension Plan of Rollex Corporation in IL ($7M); by covered participants it is Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities in AZ (101 participants). Same-state nearby plans are listed separately above.

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 West Florida Medical Associates, P.a. Cash Balance Pension Plan assets move in 2022? ▼
West Florida Medical Associates, P.a. Cash Balance Pension Plan pulled back noticeably - down 11.2% during 2022, from $7M to $7M. Reported net income was -$837K.
How have West Florida Medical Associates P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Florida Medical Associates P.a.'s sponsor-wide assets grew 33.9%, from $30M to $41M.
Which Defined Benefit (Pension) plans are similar in size to West Florida Medical Associates, P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hourly Employees' Pension Plan of Rollex Corporation in IL ($7M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to West Florida Medical Associates, P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employee Benefit Plan of the Commission on Accreditation of Rehabilitation Facilities in AZ (101 participants, $23M 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 593411454.

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.