401(k) · DOL Form 5500 · 2023

Kennedy, White & Riggs Orthopaedic Surgery 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
110
Participants Small participant base
65th
Percentile by assets National rank
$120,855
Avg per participant Near avg balance/head
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Official DOL plan name: Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan · Sponsored by Kennedy, White & Riggs Orthopaedic Surgery · Florida · Healthcare & Social Assistance

$13M in assets, 110 participants

Kennedy, White & Riggs Orthopaedic Surgery's Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan reported $13M in total assets and 110 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.

  • #12,364 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan covers 110 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#12,364
in Healthcare & Social Assistance (17,684 peers)
+10.1%
assets growth YoY

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan vs every filed plan by assets

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

$13,294,029 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

Kennedy, White & Riggs Orthopaedic Surgery, 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. Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan reported participants fell from 113 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592227075 · Kennedy, White & Riggs Orthopaedic Surgery PY 2023 · 401(k)

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan · $13M · 110 · 65th

  • EIN $13M
  • RANK 110
  • PHOTO 65th
  • IND 401(k)
  • EOY near Norm's 401(k) Plan
  • 5500 ind #12364

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 →

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan in the asset neighbourhood

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) PlanKennedy, White & Riggs Ortho…$13MNorm's 401(k) Plan$13MKleberg Bank, N.a. 401(k) PlanKleberg Bank, N.a. 401(k) Pl…$13MMartin Dealerships, Inc. 401(k) Savings PlanMartin Dealerships, Inc. 401…$13MRaining Rose, Inc. 401(k) PlanRaining Rose, Inc. 401(k) Pl…$13M
End-of-year total assets ($M) among Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN592227075
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kennedy, White & Riggs Orthopaedic Surgery)

Sponsor-wide plan assets over time

All Kennedy, White & Riggs Orthopaedic Surgery plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.821014153303043% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12.1M $15.6M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 113 $12M
2023 1 110 $13M
2024 1 115 $16M

Nearby 401(k) Plans in Florida

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

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan, Total assets ($B): 0.013294029 · Participants: 110Kennedy, White & Riggs Orthopaedic Surgery, 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
Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan side-by-side with 3 peers →

Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Norm's 401(k) Plan in CA ($13M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan assets move in 2023? ▼
Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan grew at a solid clip - up 10.1% during 2023, from $12M to $13M. Reported net income was $1M.
How have Kennedy, White & Riggs Orthopaedic Surgery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kennedy, White & Riggs Orthopaedic Surgery's sponsor-wide assets grew 28.8%, from $12M to $16M.
Which 401(k) plans are similar in size to Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norm's 401(k) Plan in CA ($13M, 1,118 participants).
Which 401(k) plans cover a similar participant headcount to Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A 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 592227075.

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.