401(k) · DOL Form 5500 · 2023

Surf Associates East, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 47
Participants Small participant base: 47th
Percentile by assets National rank: $120,044
Avg per participant Near avg balance/head

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Official DOL plan name: Bc 401(k) Plan · Sponsored by Surf Associates East, Inc. · Florida · Retail Trade

$6M in assets, 47 participants

Surf Associates East, Inc.'s Bc 401(k) Plan reported $6M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#4,803 in Retail Trade (8,414 peers)

Surf Associates East, Inc. multi-year trail

Surf Associates East, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Bc 401(k) Plan at $6M / 47 participants.

#4,803
in Retail Trade (8,414 peers): +11.4%
assets growth YoY

Bc 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Bc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,642,055 47th percentile higher than 47% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bc 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bc 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $576K in the plan year 2023 filing.
Bc 401(k) Plan reported participants fell from 56 in the plan year 2022 filing to 47 in the plan year 2023 filing.
Bc 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273007239 · Surf Associates East, Inc. PY 2023 · 401(k)

Bc 401(k) Plan · $6M · 47 · 47th

BOOK $6M
VS-ST 47
BOY 47th
SCH 401(k)
EBSA near Royal Industries, Inc. 401(k) Plan
PART ind #4803

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 Retail Trade retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Bc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Surf Associates East, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 34.44339316667697% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	56	$5M
2023	1	47	$6M
2024	1	48	$7M

Surf Associates East, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$576K
Employer EIN	273007239
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Bc 401(k) Plan side-by-side with 3 peers →

Bc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Royal Industries, Inc. 401(k) Plan in CA ($6M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Royal Industries, Inc. 401(k) Plan (CA) $6M · 154
Fca Employee Savings and Retirement Plan (CA) $6M · 24
Dunn Heat Exchangers, Inc. 401(k) Plan (TX) $6M · 51
Business Valuation Resources LLC 401(k) Plan (OR) $6M · 25

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

Divcon Ems 401(k) Profit Sharing Plan (TX) 47 · 0 off
Southern Tea, LLC Salaried Employees 401(k) Plan (GA) 47 · 0 off
Clos Lachance Wines, LLC 401-K Profit Sharing Plan (CA) 47 · 0 off
Ricetec, Inc. Retirement Savings Plan for Puerto Rico Employees (TX) 47 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bc 401(k) Plan assets move in 2023? ▼

Bc 401(k) Plan grew at a solid clip - up 11.4% during 2023, from $5M to $6M. Reported net income was $576K.

How have Surf Associates East, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Surf Associates East, Inc.'s sponsor-wide assets grew 34.4%, from $5M to $7M.

Which 401(k) plans are similar in size to Bc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Royal Industries, Inc. 401(k) Plan in CA ($6M, 154 participants).

Which 401(k) plans cover a similar participant headcount to Bc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273007239.