401(k) · DOL Form 5500 · 2023
Key West Surgical Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $258,786
- Avg per participant Above avg balance/head
Official DOL plan name: Key West Surgical Group, Inc. Profit-Sharing Plan · Sponsored by Key West Surgical Group, Inc. · Florida · Healthcare & Social Assistance
$1M in assets, 5 participants
Key West Surgical Group, Inc.'s Key West Surgical Group, Inc. Profit-Sharing Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,959 in Healthcare & Social Assistance (17,684 peers)
Key West Surgical Group, Inc. multi-year trail
Key West Surgical Group, Inc.'s plans moved -69.0% in assets from 2022 to 2024; this filing shows Key West Surgical Group, Inc. Profit-Sharing Plan at $1M / 5 participants.
- #3,959
- in Healthcare & Social Assistance (17,684 peers)
- -46.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Key West Surgical Group, Inc. Profit-Sharing Plan among the smaller filed plans by assets
Key West Surgical Group, Inc. Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,293,928 26th percentile higher than 26% 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
Key West Surgical Group, Inc. Profit-Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Key West Surgical Group, Inc. Profit-Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Key West Surgical Group, Inc. Profit-Sharing Plan reported net income fell from -$252K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Key West Surgical Group, Inc. Profit-Sharing Plan reported participants fell from 11 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Key West Surgical Group, Inc. Profit-Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
DOL schedule card
Filing strip 592206188 · Key West Surgical Group, Inc. PY 2023 · 401(k)
Key West Surgical Group, Inc. Profit-Sharing Plan · $1M · 5 · 26th
- BOY $1M
- SCH 5
- EBSA 26th
- PART 401(k)
- TYPE near Jrrs Auto & Truck Parts Inc 401(k) Plan
- NET ind #3959
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 →
Key West Surgical Group, Inc. Profit-Sharing Plan in the asset neighbourhood
Key West Surgical Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Key West Surgical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $747K 68.97532761618504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $2M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 7 | $747K |
Key West Surgical Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1M |
| Employer EIN | 592206188 |
| Plan Effective Date | 1987-08-01 |
| 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
Key West Surgical Group, Inc. Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Jrrs Auto & Truck Parts Inc 401(k) Plan in AZ ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.