401(k) · DOL Form 5500 · 2023

We Florida Financial 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
142
Participants Small participant base
64th
Percentile by assets National rank
$90,539
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: We Florida Financial Welfare Plan · Sponsored by We Florida Financial · Florida · Finance & Insurance

$13M in assets, 142 participants

We Florida Financial's We Florida Financial Welfare Plan reported $13M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,347 in Finance & Insurance (8,869 peers)

Coverage in Florida

We Florida Financial Welfare Plan covers 142 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#4,347
in Finance & Insurance (8,869 peers)
+1.2%
assets growth YoY

We Florida Financial Welfare Plan's mid-pack asset rank among Finance & Insurance and all filers

We Florida Financial Welfare Plan vs every filed plan by assets

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

$12,856,549 Top 36% higher than 64% 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

We Florida Financial Welfare 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. We Florida Financial Welfare Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • We Florida Financial Welfare Plan reported net income rose from -$2M in the plan year 2022 filing to $156K in the plan year 2023 filing.
  • We Florida Financial Welfare Plan reported participants fell from 144 in the plan year 2022 filing to 142 in the plan year 2023 filing.
  • We Florida Financial Welfare Plan end-of-year assets rose from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590709646 · We Florida Financial PY 2023 · 401(k)

We Florida Financial Welfare Plan · $13M · 142 · 64th

  • TYPE $13M
  • NET 142
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Business Interiors Northwest, Inc. Profit Sharing & Savings Plan
  • SCH ind #4347

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 Finance & Insurance retirement plans → · Plans in Florida →

We Florida Financial Welfare Plan in the asset neighbourhood

We Florida Financial Welfare PlanWe Florida Financial Welfare…$13MBusiness Interiors Northwest, Inc. Profit Sharing & Savings PlanBusiness Interiors Northwest…$13MWico Metal Products 401(k) PlanWico Metal Products 401(k) P…$13MEpimed International, Inc. Profit Sharing PlanEpimed International, Inc. P…$13MWayside Furniture Inc. 401(k) PlanWayside Furniture Inc. 401(k…$13M
End-of-year total assets ($M) among We Florida Financial Welfare Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$156K
Employer EIN590709646
Plan Effective Date2022-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (We Florida Financial)

Sponsor-wide plan assets over time

All We Florida Financial plans reported in each filing year

Latest sponsor-wide plan assets
$14M 11.26664834675962% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M$14.5M 202220232024 $12.7M $14.1M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 144 $13M
2023 1 142 $13M
2024 1 138 $14M

Nearby 401(k) Plans in Florida

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

We Florida Financial Welfare Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants We Florida Financial Welfare Plan, Total assets ($B): 0.012856549 · Participants: 142We Florida Financial Welfare 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
We Florida Financial Welfare Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare We Florida Financial Welfare Plan side-by-side with 3 peers →

We Florida Financial Welfare Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Business Interiors Northwest, Inc. Profit Sharing & Savings Plan in WA ($13M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 We Florida Financial Welfare Plan assets move in 2023? ▼
We Florida Financial Welfare Plan edged up modestly - up 1.2% during 2023, from $13M to $13M. Reported net income was $156K.
How have We Florida Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), We Florida Financial's sponsor-wide assets grew 11.3%, from $13M to $14M.
Which 401(k) plans are similar in size to We Florida Financial Welfare Plan? ▼
Among 401(k) plans in other states, the closest by assets is Business Interiors Northwest, Inc. Profit Sharing & Savings Plan in WA ($13M, 128 participants).
Which 401(k) plans cover a similar participant headcount to We Florida Financial Welfare Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 590709646.

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.