401(k) · DOL Form 5500 · 2023

South Florida Surgical Special 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
150
Participants Small participant base
65th
Percentile by assets National rank
$91,620
Avg per participant Below avg balance/head
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Official DOL plan name: South Florida Surgical Special 401(k) Profit Sharing Plan & Trust · Sponsored by South Florida Surgical Special · Florida · Healthcare & Social Assistance

$14M in assets, 150 participants

South Florida Surgical Special's South Florida Surgical Special 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 150 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.

  • #12,474 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

South Florida Surgical Special 401(k) Profit Sharing Plan & Trust covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $14M.

#12,474
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY

South Florida Surgical Special 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

South Florida Surgical Special 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,743,065 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

South Florida Surgical Special 401(k) Profit Sharing Plan & Trust 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. South Florida Surgical Special 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Florida Surgical Special 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • South Florida Surgical Special 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • South Florida Surgical Special 401(k) Profit Sharing Plan & Trust reported participants rose from 144 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201759480 · South Florida Surgical Special PY 2023 · 401(k)

South Florida Surgical Special 401(k) Profit Sharing Plan & Trust · $14M · 150 · 65th

  • SCH $14M
  • SCH 150
  • SCH 65th
  • SCH 401(k)
  • SCH near Windigo Logistics Fountain Union Employees 401(k) Plan
  • SCH ind #12474

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 →

South Florida Surgical Special 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

South Florida Surgical Special 401(k) Profit Sharing Plan & TrustSouth Florida Surgical Speci…$14MWindigo Logistics Fountain Union Employees 401(k) PlanWindigo Logistics Fountain U…$14MAccess Services, Inc. 401(k) PlanAccess Services, Inc. 401(k)…$14MCovaris LLC 401(k) Profit Sharing Plan & TrustCovaris LLC 401(k) Profit Sh…$14MSoderstrom Dermatology Center S.C. 401(k) Plan and TrustSoderstrom Dermatology Cente…$14M
End-of-year total assets ($M) among South Florida Surgical Special 401(k) Profit Sharing Plan & Trust 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)$14M
Net Income$2M
Employer EIN201759480
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Florida Surgical Special)

Sponsor-wide plan assets over time

All South Florida Surgical Special plans reported in each filing year

Latest sponsor-wide plan assets
$17M 42.76025897455394% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $17.4M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 144 $12M
2023 1 150 $14M
2024 1 174 $17M

Nearby 401(k) Plans in Florida

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

South Florida Surgical Special 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants South Florida Surgical Special 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.013743065 · Participants: 150South Florida Surgical Special 401(k) Profit Sharing Plan & TrustL3harris 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
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare South Florida Surgical Special 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

South Florida Surgical Special 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Windigo Logistics Fountain Union Employees 401(k) Plan in CO ($14M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 South Florida Surgical Special 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 12.5% during 2023, from $12M to $14M. Reported net income was $2M.
How have South Florida Surgical Special plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Florida Surgical Special's sponsor-wide assets grew 42.8%, from $12M to $17M.
Which 401(k) plans are similar in size to South Florida Surgical Special 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Windigo Logistics Fountain Union Employees 401(k) Plan in CO ($14M, 257 participants).
Which 401(k) plans cover a similar participant headcount to South Florida Surgical Special 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 201759480.

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.