401(k) · DOL Form 5500 · 2023

Central Florida Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
5,499
Participants Above avg headcount
94th
Percentile by assets National rank
$29,399
Avg per participant Low balance/head
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Official DOL plan name: Central Florida Investments, Inc. 401(k) Savings and Retirement Plan · Sponsored by Central Florida Investments, Inc. · Florida · Real Estate

$162M in assets, 5,499 participants

Central Florida Investments, Inc.'s Central Florida Investments, Inc. 401(k) Savings and Retirement Plan reported $162M in total assets and 5,499 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #4,659 in Real Estate (4,727 peers)

Coverage in Florida

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan covers 5,499 participants in Florida, 8.8x the typical Florida plan (state average ~628 per filing). Assets: $162M.

#4,659
in Real Estate (4,727 peers)
+27.6%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan's outsized position by total assets

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$161,664,074 Top 6% higher than 94% 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

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Central Florida Investments, Inc. 401(k) Savings and Retirement Plan lands in the large band (5,499 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Central Florida Investments, Inc. 401(k) Savings and Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Central Florida Investments, Inc. 401(k) Savings and Retirement Plan end-of-year assets rose from $127M in the plan year 2022 filing to $162M in the plan year 2023 filing.
  • Central Florida Investments, Inc. 401(k) Savings and Retirement Plan reported participants rose from 5,232 in the plan year 2022 filing to 5,499 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591454503 · Central Florida Investments, Inc. PY 2023 · 401(k)

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan · $162M · 5,499 · 94th

  • EBSA $162M
  • EBSA 5,499
  • EBSA 94th
  • EBSA 401(k)
  • EBSA near Ballard Spahr LLP 401(k) Plan for Associates
  • EBSA ind #4659

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 Real Estate retirement plans → · Plans in Florida →

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan in the asset neighbourhood

Novanta Corporation 401(k) PlanNovanta Corporation 401(k) P…$162MPediatric Subspecialty Faculty, Inc. 401(k) Profit Sharing PlanPediatric Subspecialty Facul…$162MCentral Florida Investments, Inc. 401(k) Savings and Retirement PlanCentral Florida Investments,…$162MBallard Spahr LLP 401(k) Plan for AssociatesBallard Spahr LLP 401(k) Pla…$162MChemtrade 401(k) Plan$162M
End-of-year total assets ($M) among Central Florida Investments, Inc. 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$162M
Net Income$35M
Employer EIN591454503
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Central Florida Investments, Inc.)

Sponsor-wide plan assets over time

All Central Florida Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$177M 39.60092541742513% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $127M $177M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 5,232 $127M
2023 1 5,499 $162M
2024 1 6,018 $177M

Nearby 401(k) Plans in Florida

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

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Central Florida Investments, Inc. 401(k) Savings and Retirement Plan, Total assets ($B): 0.161664074 · Participants: 5499Central Florida Investments, Inc. 401(k) Savings and Retirement 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
Central Florida Investments, Inc. 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Central Florida Investments, Inc. 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Scale composition for Central Florida Investments, Inc. 401(k) Savings and Retirement Plan

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan reports $162M in end-of-year assets across 5,499 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $29,399 per participant (21% of the national average assets-per-participant) . Net income for plan year 2023 was $35M.

This plan identity (EIN 591454503, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $127M to $177M (+39.6%) while covered participants moved from 5,232 to 6,018 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,232 $127M Open filing
2023 5,499 $162M This page
2024 · index core 6,018 $177M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Central Florida Investments, Inc. 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ballard Spahr LLP 401(k) Plan for Associates in PA ($162M); by covered participants it is Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan in MI (5,498 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,499 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 Central Florida Investments, Inc. 401(k) Savings and Retirement Plan assets move in 2023? ▼
Central Florida Investments, Inc. 401(k) Savings and Retirement Plan grew sharply - up 27.6% during 2023, from $127M to $162M. Reported net income was $35M.
How have Central Florida Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Central Florida Investments, Inc.'s sponsor-wide assets grew 39.6%, from $127M to $177M.
Where does Central Florida Investments, Inc. 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Central Florida Investments, Inc. 401(k) Savings and Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Central Florida Investments, Inc. 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ballard Spahr LLP 401(k) Plan for Associates in PA ($162M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Central Florida Investments, Inc. 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yanfeng Automotive Interior Systems Savings and Investment 401(k) Plan in MI (5,498 participants, $399M 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 591454503.

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.