401(k) · DOL Form 5500 · 2023

Surf Style Retail 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
243
Participants Below avg headcount
32nd
Percentile by assets National rank
$9,760
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surfstyle 401(k) · Sponsored by Surf Style Retail · Florida · Retail Trade

$2M in assets, 243 participants

Surf Style Retail's Surfstyle 401(k) reported $2M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,727 in Retail Trade (8,414 peers)

Coverage in Florida

Surfstyle 401(k) covers 243 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#3,727
in Retail Trade (8,414 peers)
+34.0%
assets growth YoY

Surfstyle 401(k) among the smaller filed plans by assets

Surfstyle 401(k) vs every filed plan by assets

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

$2,371,638 32nd percentile higher than 32% of 127,068 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 2023

Surfstyle 401(k) among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Surfstyle 401(k) sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Surfstyle 401(k) reported net income rose from $134K in the plan year 2022 filing to $602K in the plan year 2023 filing.
  • Surfstyle 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Surfstyle 401(k) reported participants rose from 206 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200495143 · Surf Style Retail PY 2023 · 401(k)

Surfstyle 401(k) · $2M · 243 · 32nd

  • 5500 $2M
  • ASSETS 243
  • PCT 32nd
  • EIN 401(k)
  • RANK near Radiant Senior Living, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #3727

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 →

Surfstyle 401(k) in the asset neighbourhood

Surfstyle 401(k)$2MRadiant Senior Living, Inc. 401(k) Profit Sharing PlanRadiant Senior Living, Inc. …$2MAllied Trustee Services Retirement Savings PlanAllied Trustee Services Reti…$2MRivers Casino Portsmouth 401(k) PlanRivers Casino Portsmouth 401…$2MCenter for Family Life in Sunset Park 403(b) PlanCenter for Family Life in Su…$2M
End-of-year total assets ($M) among Surfstyle 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$602K
Employer EIN200495143
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surf Style Retail)

Sponsor-wide plan assets over time

All Surf Style Retail plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.41316677885976% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.77M $3.12M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 206 $2M
2023 1 243 $2M
2024 1 272 $3M

Nearby 401(k) Plans in Florida

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

Surfstyle 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Surfstyle 401(k), Total assets ($B): 0.002371638 · Participants: 243Surfstyle 401(k)L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Surfstyle 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Surfstyle 401(k) side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Radiant Senior Living, Inc. 401(k) Profit Sharing Plan in OR ($2M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

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 Surfstyle 401(k) assets move in 2023? ▼
Surfstyle 401(k) surged - up 34.0% during 2023, from $2M to $2M. Reported net income was $602K.
How have Surf Style Retail plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surf Style Retail's sponsor-wide assets grew 76.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Surfstyle 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Radiant Senior Living, Inc. 401(k) Profit Sharing Plan in OR ($2M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Surfstyle 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 200495143.

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.