401(k) · DOL Form 5500 · 2023

Diaz, Anselmo, & Associates, P.a.. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
152
Participants Small participant base
47th
Percentile by assets National rank
$37,345
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Diaz Anselmo & Associates 401(k) Plan · Sponsored by Diaz, Anselmo, & Associates, P.a.. · Florida · Professional & Technical Services

$6M in assets, 152 participants

Diaz, Anselmo, & Associates, P.a..'s Diaz Anselmo & Associates 401(k) Plan reported $6M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,127 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Diaz Anselmo & Associates 401(k) Plan covers 152 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#9,127
in Professional & Technical Services (20,321 peers)
+4.3%
assets growth YoY

Diaz Anselmo & Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Diaz Anselmo & Associates 401(k) Plan vs every filed plan by assets

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

$5,676,426 47th percentile higher than 47% 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

Diaz Anselmo & Associates 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. Diaz Anselmo & Associates 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Diaz Anselmo & Associates 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $235K in the plan year 2023 filing.
  • Diaz Anselmo & Associates 401(k) Plan reported participants fell from 200 in the plan year 2022 filing to 152 in the plan year 2023 filing.
  • Diaz Anselmo & Associates 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650345496 · Diaz, Anselmo, & Associates, P.a.. PY 2023 · 401(k)

Diaz Anselmo & Associates 401(k) Plan · $6M · 152 · 47th

  • TYPE $6M
  • NET 152
  • BOOK 47th
  • VS-ST 401(k)
  • BOY near Providertrust 401(k) Plan
  • SCH ind #9127

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 Professional & Technical Services retirement plans → · Plans in Florida →

Diaz Anselmo & Associates 401(k) Plan in the asset neighbourhood

Diaz Anselmo & Associates 401(k) PlanDiaz Anselmo & Associates 40…$6MProvidertrust 401(k) Plan$6MVikor Scientific LLC 401(k) PlanVikor Scientific LLC 401(k) …$6MEast Coast News Retirement PlanEast Coast News Retirement P…$6MTriangle Tech, Inc. 401(k) and Profit Sharing PlanTriangle Tech, Inc. 401(k) a…$6M
End-of-year total assets ($M) among Diaz Anselmo & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$235K
Employer EIN650345496
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diaz, Anselmo, & Associates, P.a..)

Sponsor-wide plan assets over time

All Diaz, Anselmo, & Associates, P.a.. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.148006408252435% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.44M $5.94M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 200 $5M
2023 1 152 $6M
2024 1 152 $6M

Nearby 401(k) Plans in Florida

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

Diaz Anselmo & Associates 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Diaz Anselmo & Associates 401(k) Plan, Total assets ($B): 0.005676426 · Participants: 152Diaz Anselmo & Associates 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
Diaz Anselmo & Associates 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Diaz Anselmo & Associates 401(k) Plan side-by-side with 3 peers →

Diaz Anselmo & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Providertrust 401(k) Plan in TN ($6M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Diaz Anselmo & Associates 401(k) Plan assets move in 2023? ▼
Diaz Anselmo & Associates 401(k) Plan edged up modestly - up 4.3% during 2023, from $5M to $6M. Reported net income was $235K.
How have Diaz, Anselmo, & Associates, P.a.. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diaz, Anselmo, & Associates, P.a..'s sponsor-wide assets grew 9.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Diaz Anselmo & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Providertrust 401(k) Plan in TN ($6M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Diaz Anselmo & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 650345496.

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.