401(k) · DOL Form 5500 · 2023

Florida Medical Specialists, LLC / Maxhealth 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
347
Participants Below avg headcount
65th
Percentile by assets National rank
$39,143
Avg per participant Low balance/head
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Official DOL plan name: Maxhealth 401(k) Plan · Sponsored by Florida Medical Specialists, LLC / Maxhealth · Florida · Healthcare & Social Assistance

$14M in assets, 347 participants

Florida Medical Specialists, LLC / Maxhealth's Maxhealth 401(k) Plan reported $14M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,439 in Healthcare & Social Assistance (17,684 peers)

Florida Medical Specialists, LLC / Maxhealth multi-year trail

Florida Medical Specialists, LLC / Maxhealth's plans moved +81.1% in assets from 2022 to 2024; this filing shows Maxhealth 401(k) Plan at $14M / 347 participants.

#12,439
in Healthcare & Social Assistance (17,684 peers)
+38.7%
assets growth YoY

Maxhealth 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$13,582,674 Top 35% higher than 65% 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

Maxhealth 401(k) Plan 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. Maxhealth 401(k) Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maxhealth 401(k) Plan reported net income rose from $329K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Maxhealth 401(k) Plan reported participants rose from 246 in the plan year 2022 filing to 347 in the plan year 2023 filing.
  • Maxhealth 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205283786 · Florida Medical Specialists, LLC / Maxhealth PY 2023 · 401(k)

Maxhealth 401(k) Plan · $14M · 347 · 65th

  • NET $14M
  • BOOK 347
  • VS-ST 65th
  • BOY 401(k)
  • SCH near Transhumance Inc. & Subsidiaries 401(k) Plan
  • EBSA ind #12439

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 →

Maxhealth 401(k) Plan in the asset neighbourhood

Maxhealth 401(k) Plan$14MTranshumance Inc. & Subsidiaries 401(k) PlanTranshumance Inc. & Subsidia…$14MBobcat Enterprises, Inc. 401(k) Retirement PlanBobcat Enterprises, Inc. 401…$14MHull Property Group 401(k) PlanHull Property Group 401(k) P…$14MDennis' 7 Dees Tax Deferred Savings PlanDennis' 7 Dees Tax Deferred …$14M
End-of-year total assets ($M) among Maxhealth 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida Medical Specialists, LLC / Maxhealth multi-year asset trail

Sponsor-wide plan assets over time

All Florida Medical Specialists, LLC / Maxhealth plans reported in each filing year

Latest sponsor-wide plan assets
$18M 81.09233749143252% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.79M $17.7M ▲ +81.2%
Year Plans Participants Total Assets
2022 1 246 $10M
2023 1 347 $14M
2024 1 398 $18M

Florida Medical Specialists, LLC / Maxhealth filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN205283786
Plan Effective Date2012-06-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Maxhealth 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Maxhealth 401(k) Plan, Total assets ($B): 0.013582674 · Participants: 347Maxhealth 401(k) PlanL3harris 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
Maxhealth 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Maxhealth 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Transhumance Inc. & Subsidiaries 401(k) Plan in CA ($14M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Maxhealth 401(k) Plan assets move in 2023? ▼
Maxhealth 401(k) Plan surged - up 38.7% during 2023, from $10M to $14M. Reported net income was $4M.
How have Florida Medical Specialists, LLC / Maxhealth plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florida Medical Specialists, LLC / Maxhealth's sponsor-wide assets grew 81.1%, from $10M to $18M.
Which 401(k) plans are similar in size to Maxhealth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transhumance Inc. & Subsidiaries 401(k) Plan in CA ($14M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Maxhealth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants, $16M 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 205283786.

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.