401(k) · DOL Form 5500 · 2023

Palm Garden Healthcare Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
2,279
Participants Above avg headcount
67th
Percentile by assets National rank
$6,625
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palm Garden 401(k) Plan · Sponsored by Palm Garden Healthcare Holdings, LLC · Florida · Healthcare & Social Assistance

$15M in assets, 2,279 participants

Palm Garden Healthcare Holdings, LLC's Palm Garden 401(k) Plan reported $15M in total assets and 2,279 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,777 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Palm Garden 401(k) Plan covers 2,279 participants in Florida, 3.6x the typical Florida plan (state average ~628 per filing). Assets: $15M.

#12,777
in Healthcare & Social Assistance (17,684 peers)
+21.9%
assets growth YoY

Palm Garden 401(k) Plan's outsized position by total assets

Palm Garden 401(k) Plan vs every filed plan by assets

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

$15,097,366 Top 33% higher than 67% 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

Palm Garden 401(k) 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. Palm Garden 401(k) Plan lands in the large band (2,279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palm Garden 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Palm Garden 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Palm Garden 401(k) Plan reported participants fell from 2,669 in the plan year 2022 filing to 2,279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320413510 · Palm Garden Healthcare Holdings, LLC PY 2023 · 401(k)

Palm Garden 401(k) Plan · $15M · 2,279 · 67th

  • PCT $15M
  • PCT 2,279
  • PCT 67th
  • PCT 401(k)
  • PCT near Appriss Retail 401(k) Savings Plan
  • PCT ind #12777

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 →

Palm Garden 401(k) Plan in the asset neighbourhood

Palm Garden 401(k) Plan$15MAppriss Retail 401(k) Savings PlanAppriss Retail 401(k) Saving…$15MMaryland Management Company 401(k) Profit Sharing PlanMaryland Management Company …$15MBaird, Hampton & Brown Savings & Retirement PlanBaird, Hampton & Brown Savin…$15MImperial Cars.Com 401(k) Retirement PlanImperial Cars.Com 401(k) Ret…$15M
End-of-year total assets ($M) among Palm Garden 401(k) Plan 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)$15M
Net Income$3M
Employer EIN320413510
Plan Effective Date2013-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palm Garden Healthcare Holdings, LLC)

Sponsor-wide plan assets over time

All Palm Garden Healthcare Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 32.15785103382909% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.4M $16.4M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 2,669 $12M
2023 1 2,279 $15M
2024 1 1,960 $16M

Nearby 401(k) Plans in Florida

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

Palm Garden 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Palm Garden 401(k) Plan, Total assets ($B): 0.015097366 · Participants: 2279Palm Garden 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
Palm Garden 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Palm Garden 401(k) Plan side-by-side with 3 peers →

Palm Garden 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Appriss Retail 401(k) Savings Plan in CA ($15M); by covered participants it is Mcmenamins Pubs & Breweries 401(k) Plan in OR (2,279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,279 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 Palm Garden 401(k) Plan assets move in 2023? ▼
Palm Garden 401(k) Plan grew sharply - up 21.9% during 2023, from $12M to $15M. Reported net income was $3M.
How have Palm Garden Healthcare Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palm Garden Healthcare Holdings, LLC's sponsor-wide assets grew 32.2%, from $12M to $16M.
Which 401(k) plans are similar in size to Palm Garden 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appriss Retail 401(k) Savings Plan in CA ($15M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Palm Garden 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmenamins Pubs & Breweries 401(k) Plan in OR (2,279 participants, $36M 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 320413510.

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.