401(k) · DOL Form 5500 · 2023

North Florida Surgeons, P.a. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
585
Participants Below avg headcount
89th
Percentile by assets National rank
$119,148
Avg per participant Near avg balance/head
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Official DOL plan name: North Florida Surgeons, P.a. Profit Sharing Plan · Sponsored by North Florida Surgeons, P.a. · Florida · Healthcare & Social Assistance

$70M in assets, 585 participants

North Florida Surgeons, P.a.'s North Florida Surgeons, P.a. Profit Sharing Plan reported $70M in total assets and 585 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,970 in Healthcare & Social Assistance (17,684 peers)

Where North Florida Surgeons, P.a. Profit Sharing Plan sits by assets

North Florida Surgeons, P.a. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $70M for 585 participants (~$119,148/participant), up 34.1% in 2023.

#15,970
in Healthcare & Social Assistance (17,684 peers)
+34.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

North Florida Surgeons, P.a. Profit Sharing Plan's outsized position by total assets

North Florida Surgeons, P.a. Profit Sharing Plan vs every filed plan by assets

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

$69,701,394 Top 11% higher than 89% 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

North Florida Surgeons, P.a. Profit Sharing 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. North Florida Surgeons, P.a. Profit Sharing Plan sits mid-pack in the medium band (585 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Florida Surgeons, P.a. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • North Florida Surgeons, P.a. Profit Sharing Plan end-of-year assets rose from $52M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • North Florida Surgeons, P.a. Profit Sharing Plan reported participants rose from 454 in the plan year 2022 filing to 585 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593366100 · North Florida Surgeons, P.a. PY 2023 · 401(k)

North Florida Surgeons, P.a. Profit Sharing Plan · $70M · 585 · 89th

  • IND $70M
  • IND 585
  • IND 89th
  • IND 401(k)
  • IND near Southeasthealth 401a Plan
  • IND ind #15970

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 →

North Florida Surgeons, P.a. Profit Sharing Plan in the asset neighbourhood

Auction.Com 401(k) Plan$70MNorth Florida Surgeons, P.a. Profit Sharing PlanNorth Florida Surgeons, P.a.…$70MSoutheasthealth 401a Plan$70MSchnabel, Inc. 401(k) and Profit Sharing PlanSchnabel, Inc. 401(k) and Pr…$70MZidell Employees Profit Sharing / 401(k) PlanZidell Employees Profit Shar…$70M
End-of-year total assets ($M) among North Florida Surgeons, P.a. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$70M
Net Income$18M
Employer EIN593366100
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Florida Surgeons, P.a.)

Sponsor-wide plan assets over time

All North Florida Surgeons, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 67.20245332646455% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $52M $86.9M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 454 $52M
2023 1 585 $70M
2024 1 792 $87M

Nearby 401(k) Plans in Florida

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

North Florida Surgeons, P.a. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants North Florida Surgeons, P.a. Profit Sharing Plan, Total assets ($B): 0.069701394 · Participants: 585North Florida Surgeons, P.a. Profit Sharing 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
North Florida Surgeons, P.a. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

North Florida Surgeons, P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Southeasthealth 401a Plan in MO ($70M); by covered participants it is Sunnyside 401(k) and Retirement Plan in VA (585 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (585 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 North Florida Surgeons, P.a. Profit Sharing Plan assets move in 2023?
North Florida Surgeons, P.a. Profit Sharing Plan surged - up 34.1% during 2023, from $52M to $70M. Reported net income was $18M.
How have North Florida Surgeons, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), North Florida Surgeons, P.a.'s sponsor-wide assets grew 67.2%, from $52M to $87M.
Where does North Florida Surgeons, P.a. Profit Sharing Plan rank by assets among Form 5500 filers?
North Florida Surgeons, P.a. Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to North Florida Surgeons, P.a. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Southeasthealth 401a Plan in MO ($70M, 1,849 participants).
Which 401(k) plans cover a similar participant headcount to North Florida Surgeons, P.a. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Sunnyside 401(k) and Retirement Plan in VA (585 participants, $17M in assets).