401(k) · DOL Form 5500 · 2023
Fifer & Heligman, M.D., P.a. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $320,837
- Avg per participant High balance/head
Official DOL plan name: Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan · Sponsored by Fifer & Heligman, M.D., P.a. · Florida · Healthcare & Social Assistance
$14M in assets, 43 participants
Fifer & Heligman, M.D., P.a.'s Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan reported $14M in total assets and 43 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.
- #12,489 in Healthcare & Social Assistance (17,684 peers)
Fifer & Heligman, M.D., P.a. multi-year trail
Fifer & Heligman, M.D., P.a.'s plans moved +19.1% in assets from 2022 to 2023; this filing shows Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan at $14M / 43 participants.
- #12,489
- in Healthcare & Social Assistance (17,684 peers)
- +19.1%
- assets growth YoY
Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,796,012 Top 35% higher than 65% 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
Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing 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. Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan reported participants fell from 44 in the plan year 2022 filing to 43 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 592718825 · Fifer & Heligman, M.D., P.a. PY 2023 · 401(k)
Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan · $14M · 43 · 65th
- PCT $14M
- PCT 43
- PCT 65th
- PCT 401(k)
- PCT near The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates
- PCT ind #12489
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 →
Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan in the asset neighbourhood
Fifer & Heligman, M.D., P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Fifer & Heligman, M.D., P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 19.13249238324706% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $12M |
| 2023 | 1 | 43 | $14M |
Fifer & Heligman, M.D., P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 592718825 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Fifer & Heligman, M.D., P.a. Employee 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Timken Belts Savings and Investment Retirement Plan for Bargaining Associates in MO ($14M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 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 (43 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.