401(k) · DOL Form 5500 · 2023

Community Legal Services of Mid-Florida, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
115
Participants Small participant base
46th
Percentile by assets National rank
$48,790
Avg per participant Low balance/head
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Official DOL plan name: Community Legal Services of Mid-Florida Retirement Plan · Sponsored by Community Legal Services of Mid-Florida, Inc. · Florida · Professional & Technical Services

$6M in assets, 115 participants

Community Legal Services of Mid-Florida, Inc.'s Community Legal Services of Mid-Florida Retirement Plan reported $6M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,068 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Community Legal Services of Mid-Florida Retirement Plan covers 115 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#9,068
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY

Community Legal Services of Mid-Florida Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Community Legal Services of Mid-Florida Retirement Plan vs every filed plan by assets

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

$5,610,851 46th percentile higher than 46% 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

Community Legal Services of Mid-Florida Retirement 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. Community Legal Services of Mid-Florida Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Legal Services of Mid-Florida Retirement Plan reported net income rose from -$627K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Community Legal Services of Mid-Florida Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Community Legal Services of Mid-Florida Retirement Plan reported participants rose from 112 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591156260 · Community Legal Services of Mid-Florida, Inc. PY 2023 · 401(k)

Community Legal Services of Mid-Florida Retirement Plan · $6M · 115 · 46th

  • RANK $6M
  • RANK 115
  • RANK 46th
  • RANK 401(k)
  • RANK near Villa Academy Retirement Plan
  • RANK ind #9068

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 →

Community Legal Services of Mid-Florida Retirement Plan in the asset neighbourhood

Community Legal Services of Mid-Florida Retirement PlanCommunity Legal Services of …$6MVilla Academy Retirement Plan$6MHarrogate Employees Annuity PlanHarrogate Employees Annuity …$6MNational Pest Management Association, Inc. 401(k) PlanNational Pest Management Ass…$6MCorra Technology, Inc. 401(k) PlanCorra Technology, Inc. 401(k…$6M
End-of-year total assets ($M) among Community Legal Services of Mid-Florida Retirement 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$1M
Employer EIN591156260
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Legal Services of Mid-Florida, Inc.)

Sponsor-wide plan assets over time

All Community Legal Services of Mid-Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 44.98610810369062% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.54M $6.58M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 112 $5M
2023 1 115 $6M
2024 1 147 $7M

Nearby 401(k) Plans in Florida

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

Community Legal Services of Mid-Florida Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Community Legal Services of Mid-Florida Retirement Plan, Total assets ($B): 0.005610851 · Participants: 115Community Legal Services of Mid-Florida 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
Community Legal Services of Mid-Florida Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Community Legal Services of Mid-Florida Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Villa Academy Retirement Plan in WA ($6M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 (115 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 Community Legal Services of Mid-Florida Retirement Plan assets move in 2023?
Community Legal Services of Mid-Florida Retirement Plan grew sharply - up 23.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have Community Legal Services of Mid-Florida, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Legal Services of Mid-Florida, Inc.'s sponsor-wide assets grew 45.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Community Legal Services of Mid-Florida Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Villa Academy Retirement Plan in WA ($6M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Community Legal Services of Mid-Florida Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A in assets).