401(k) · DOL Form 5500 · 2023

Pines of Sarasota 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
122
Participants Small participant base
45th
Percentile by assets National rank
$42,441
Avg per participant Low balance/head
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Official DOL plan name: Pines of Sarasota 401(k) Plan · Sponsored by Pines of Sarasota · Florida · Healthcare & Social Assistance

$5M in assets, 122 participants

Pines of Sarasota's Pines of Sarasota 401(k) Plan reported $5M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,694 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Pines of Sarasota 401(k) Plan covers 122 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#8,694
in Healthcare & Social Assistance (17,684 peers)
+13.1%
assets growth YoY

Pines of Sarasota 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pines of Sarasota 401(k) Plan vs every filed plan by assets

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

$5,177,772 45th percentile higher than 45% 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

Pines of Sarasota 401(k) 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. Pines of Sarasota 401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pines of Sarasota 401(k) Plan reported net income rose from -$903K in the plan year 2022 filing to $600K in the plan year 2023 filing.
  • Pines of Sarasota 401(k) Plan reported participants fell from 221 in the plan year 2022 filing to 122 in the plan year 2023 filing.
  • Pines of Sarasota 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 590700567 · Pines of Sarasota PY 2023 · 401(k)

Pines of Sarasota 401(k) Plan · $5M · 122 · 45th

  • EBSA $5M
  • PART 122
  • TYPE 45th
  • NET 401(k)
  • BOOK near Seda North America Inc. 401(k) Plan
  • VS-ST ind #8694

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 →

Pines of Sarasota 401(k) Plan in the asset neighbourhood

Pines of Sarasota 401(k) Plan$5MSeda North America Inc. 401(k) PlanSeda North America Inc. 401(…$5MM & J Management Group Employees 401(k) PlanM & J Management Group Emplo…$5MBear Robotics 401(k) Plan$5MDigitalspec, LLC Retirement TrustDigitalspec, LLC Retirement …$5M
End-of-year total assets ($M) among Pines of Sarasota 401(k) 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)$5M
Net Income$600K
Employer EIN590700567
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pines of Sarasota)

Sponsor-wide plan assets over time

All Pines of Sarasota plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.10755389884358% vs 2022
2023 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 20222023 $4.58M $5.18M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 221 $5M
2023 1 122 $5M

Nearby 401(k) Plans in Florida

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

Pines of Sarasota 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Pines of Sarasota 401(k) Plan, Total assets ($B): 0.005177772 · Participants: 122Pines of Sarasota 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
Pines of Sarasota 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Pines of Sarasota 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Seda North America Inc. 401(k) Plan in WI ($5M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Pines of Sarasota 401(k) Plan assets move in 2023? ▼
Pines of Sarasota 401(k) Plan grew at a solid clip - up 13.1% during 2023, from $5M to $5M. Reported net income was $600K.
How have Pines of Sarasota plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pines of Sarasota's sponsor-wide assets grew 13.1%, from $5M to $5M.
Which 401(k) plans are similar in size to Pines of Sarasota 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seda North America Inc. 401(k) Plan in WI ($5M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Pines of Sarasota 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 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 590700567.

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.