401(k) · DOL Form 5500 · 2023

Plymouth Harbor, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
260
Participants Below avg headcount
52nd
Percentile by assets National rank
$28,632
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plymouth Harbor, Inc. Retirement Savings Plan · Sponsored by Plymouth Harbor, Inc. · Florida · Healthcare & Social Assistance

$7M in assets, 260 participants

Plymouth Harbor, Inc.'s Plymouth Harbor, Inc. Retirement Savings Plan reported $7M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,190 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Plymouth Harbor, Inc. Retirement Savings Plan covers 260 participants in Florida, about 41% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#10,190
in Healthcare & Social Assistance (17,684 peers)
+14.6%
assets growth YoY

Plymouth Harbor, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Plymouth Harbor, Inc. Retirement Savings Plan vs every filed plan by assets

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

$7,444,270 Top 48% higher than 52% 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

Plymouth Harbor, Inc. Retirement Savings 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. Plymouth Harbor, Inc. Retirement Savings Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plymouth Harbor, Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $934K in the plan year 2023 filing.
  • Plymouth Harbor, Inc. Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Plymouth Harbor, Inc. Retirement Savings Plan reported participants rose from 242 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591031820 · Plymouth Harbor, Inc. PY 2023 · 401(k)

Plymouth Harbor, Inc. Retirement Savings Plan · $7M · 260 · 52nd

  • PCT $7M
  • PCT 260
  • PCT 52nd
  • PCT 401(k)
  • PCT near Jones - Mcleod, Inc. Profit Sharing Plan
  • PCT ind #10190

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 →

Plymouth Harbor, Inc. Retirement Savings Plan in the asset neighbourhood

Plymouth Harbor, Inc. Retirement Savings PlanPlymouth Harbor, Inc. Retire…$7MJones - Mcleod, Inc. Profit Sharing PlanJones - Mcleod, Inc. Profit …$7MBloom Advisors Employee 401(k) PlanBloom Advisors Employee 401(…$7MKeslow Camera, Inc. 401(k) Retirement Savings PlanKeslow Camera, Inc. 401(k) R…$7MMorrow Renewables, LLC 401(k) PlanMorrow Renewables, LLC 401(k…$7M
End-of-year total assets ($M) among Plymouth Harbor, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$934K
Employer EIN591031820
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plymouth Harbor, Inc.)

Sponsor-wide plan assets over time

All Plymouth Harbor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.07511745182336% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.5M $8.84M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 242 $6M
2023 1 260 $7M
2024 1 358 $9M

Nearby 401(k) Plans in Florida

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

Plymouth Harbor, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Plymouth Harbor, Inc. Retirement Savings Plan, Total assets ($B): 0.00744427 · Participants: 260Plymouth Harbor, Inc. Retirement Savings 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
Plymouth Harbor, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Plymouth Harbor, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Jones - Mcleod, Inc. Profit Sharing Plan in AL ($7M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Plymouth Harbor, Inc. Retirement Savings Plan assets move in 2023? ▼
Plymouth Harbor, Inc. Retirement Savings Plan grew at a solid clip - up 14.6% during 2023, from $6M to $7M. Reported net income was $934K.
How have Plymouth Harbor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plymouth Harbor, Inc.'s sponsor-wide assets grew 36.1%, from $6M to $9M.
Which 401(k) plans are similar in size to Plymouth Harbor, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jones - Mcleod, Inc. Profit Sharing Plan in AL ($7M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Plymouth Harbor, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 591031820.

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.