401(k) · DOL Form 5500 · 2023
Southwest Florida Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 468
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $23,857
- Avg per participant Low balance/head
Official DOL plan name: Southwest Florida Enterprises 401(k) Plan · Sponsored by Southwest Florida Enterprises, Inc. · Florida · Arts, Entertainment & Recreation
$11M in assets, 468 participants
Southwest Florida Enterprises, Inc.'s Southwest Florida Enterprises 401(k) Plan reported $11M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #2,233 in Arts, Entertainment & Recreation (2,945 peers)
Southwest Florida Enterprises, Inc. multi-year trail
Southwest Florida Enterprises, Inc.'s plans moved +11.5% in assets from 2022 to 2024; this filing shows Southwest Florida Enterprises 401(k) Plan at $11M / 468 participants.
- #2,233
- in Arts, Entertainment & Recreation (2,945 peers)
- +0.9%
- assets growth YoY
Southwest Florida Enterprises 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Southwest Florida Enterprises 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,164,890 Top 39% higher than 61% 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
Southwest Florida Enterprises 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. Southwest Florida Enterprises 401(k) Plan sits mid-pack in the medium band (468 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Florida Enterprises 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $103K in the plan year 2023 filing.
- Southwest Florida Enterprises 401(k) Plan reported participants rose from 452 in the plan year 2022 filing to 468 in the plan year 2023 filing.
- Southwest Florida Enterprises 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591263670 · Southwest Florida Enterprises, Inc. PY 2023 · 401(k)
Southwest Florida Enterprises 401(k) Plan · $11M · 468 · 61st
- NET $11M
- NET 468
- NET 61st
- NET 401(k)
- NET near Davis & Company 401(k) Plan
- NET ind #2233
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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →
Southwest Florida Enterprises 401(k) Plan in the asset neighbourhood
Southwest Florida Enterprises, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Southwest Florida Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 11.522398966988694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $11M |
| 2023 | 1 | 468 | $11M |
| 2024 | 1 | 225 | $12M |
Southwest Florida Enterprises, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $103K |
| Employer EIN | 591263670 |
| Plan Effective Date | 1999-09-01 |
| 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
Southwest Florida Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Davis & Company 401(k) Plan in NJ ($11M); by covered participants it is Banterra Corp. Profit Sharing Plan in IL (468 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Davis & Company 401(k) Plan (NJ) $11M · 29
- California Northstate University LLC 401(k) Profit Sharing Plan (CA) $11M · 260
- Summa Group Retirement Savings Plan (TX) $11M · 462
- Allies, Inc. 401(k) Plan (NJ) $11M · 842
Similar participant headcount
Nearest other-state filings by covered participants (468 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.