401(k) · DOL Form 5500 · 2022

West Florida Medical Associates P.a. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
129
Participants Small participant base
80th
Percentile by assets National rank
$183,858
Avg per participant Above avg balance/head
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Official DOL plan name: West Florida Medical Associates P.a. 401(k) Ps Plan & Trust · Sponsored by West Florida Medical Associates P.a. · Florida · Healthcare & Social Assistance

$24M in assets, 129 participants

West Florida Medical Associates P.a.'s West Florida Medical Associates P.a. 401(k) Ps Plan & Trust reported $24M in total assets and 129 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.

  • #16,619 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

West Florida Medical Associates P.a. 401(k) Ps Plan & Trust covers 129 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#16,619
in Healthcare & Social Assistance (20,060 peers)
-21.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M 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. 401(k) Ps Plan & Trust's outsized position by total assets

West Florida Medical Associates P.a. 401(k) Ps Plan & Trust vs every filed plan by assets

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

$23,717,666 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

West Florida Medical Associates P.a. 401(k) Ps Plan & Trust 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. 401(k) Ps Plan & Trust sits mid-pack in the medium band (129 participants).

EBSA filing schedule strip

Filing strip 593411454 · West Florida Medical Associates P.a. PY 2022 · 401(k)

West Florida Medical Associates P.a. 401(k) Ps Plan & Trust · $24M · 129 · 80th

  • PHOTO $24M
  • IND 129
  • EOY 80th
  • 5500 401(k)
  • ASSETS near Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan
  • PCT ind #16619

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. 401(k) Ps Plan & Trust in the asset neighbourhood

West Florida Medical Associates P.a. 401(k) Ps Plan & TrustWest Florida Medical Associa…$24MMccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) PlanMccorriston Miller Mukai Mac…$24MIec Members Savings Plan$24MObi Seafoods 401(k) Plan$24MTioga Retirement Savings Plan$24M
End-of-year total assets ($M) among West Florida Medical Associates P.a. 401(k) Ps Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$24M
Net Income-$7M
Employer EIN593411454
Plan Effective Date2001-01-01
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 401(k) Plans in Florida

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

West Florida Medical Associates P.a. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants West Florida Medical Associates P.a. 401(k) Ps Plan & Trust, Total assets ($B): 0.023717666 · Participants: 129West Florida Medical Associates P.a. 401(k) Ps Plan & TrustL3harris 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
West Florida Medical Associates P.a. 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare West Florida Medical Associates P.a. 401(k) Ps Plan & Trust side-by-side with 3 peers →

West Florida Medical Associates P.a. 401(k) Ps Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan in HI ($24M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 West Florida Medical Associates P.a. 401(k) Ps Plan & Trust assets move in 2022? ▼
West Florida Medical Associates P.a. 401(k) Ps Plan & Trust declined sharply - down 21.9% during 2022, from $30M to $24M. Reported net income was -$7M.
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.
Where does West Florida Medical Associates P.a. 401(k) Ps Plan & Trust rank by assets among Form 5500 filers? ▼
West Florida Medical Associates P.a. 401(k) Ps Plan & Trust 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 West Florida Medical Associates P.a. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mccorriston Miller Mukai Mackinnon LLP Profit Sharing 401(k) Plan in HI ($24M, 50 participants).
Which 401(k) plans cover a similar participant headcount to West Florida Medical Associates P.a. 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K 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.