401(k) · DOL Form 5500 · 2023
Health Planning Council of Sou 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $68,255
- Avg per participant Below avg balance/head
Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. · Sponsored by Health Planning Council of Sou · Florida · Other Services
$10M in assets, 144 participants
Health Planning Council of Sou's 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. reported $10M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #5,974 in Other Services (7,857 peers)
Coverage in Florida
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. covers 144 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $10M.
- #5,974
- in Other Services (7,857 peers)
- +21.5%
- assets growth YoY
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc.'s mid-pack asset rank among Other Services and all filers
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,828,684 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. 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. 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. reported net income rose from -$915K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. reported participants fell from 150 in the plan year 2022 filing to 144 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 592269305 · Health Planning Council of Sou PY 2023 · 401(k)
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. · $10M · 144 · 58th
- BOY $10M
- SCH 144
- EBSA 58th
- PART 401(k)
- TYPE near Employee Benefit Plan of Sblm PC
- NET ind #5974
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 Other Services retirement plans → · Plans in Florida →
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 592269305 |
| Plan Effective Date | 2015-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Planning Council of Sou)
Sponsor-wide plan assets over time
All Health Planning Council of Sou plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 43.11846135769512% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $8M |
| 2023 | 1 | 144 | $10M |
| 2024 | 1 | 148 | $11M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Employee Benefit Plan of Sblm PC in NY ($10M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Employee Benefit Plan of Sblm PC (NY) $10M · 86
- Nelson & Nelson Profit Sharing Plan (IL) $10M · 17
- Syllogisteks Employee 401(k) Plan (MO) $10M · 142
- United Actuarial Services, Inc. 401(k) Plan (IN) $10M · 47
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Eagle Granite 401(k) Plan (GA) 144 · 0 off
- Potomac College LLC 401(k) Plan (DC) 144 · 0 off
- Anholt Technologies, Inc. 401(k) Salary Reduction Plan and Trust (PA) 144 · 0 off
- Dcs Contracting, Inc. 401(k) Plan (AZ) 144 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.