401(k) · DOL Form 5500 · 2023
South Florida Orthopaedics & Sports Medicine 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 209
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $100,854
- Avg per participant Below avg balance/head
Official DOL plan name: South Florida Orthopaedics & Sports Medicine 401(k) Plan · Sponsored by South Florida Orthopaedics & Sports Medicine · Florida · Healthcare & Social Assistance
$21M in assets, 209 participants
South Florida Orthopaedics & Sports Medicine's South Florida Orthopaedics & Sports Medicine 401(k) Plan reported $21M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,757 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
South Florida Orthopaedics & Sports Medicine 401(k) Plan covers 209 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $21M.
- #13,757
- in Healthcare & Social Assistance (17,684 peers)
- +25.5%
- assets growth YoY
South Florida Orthopaedics & Sports Medicine 401(k) Plan's outsized position by total assets
South Florida Orthopaedics & Sports Medicine 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,078,553 Top 26% higher than 74% 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
South Florida Orthopaedics & Sports Medicine 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. South Florida Orthopaedics & Sports Medicine 401(k) Plan sits mid-pack in the medium band (209 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Florida Orthopaedics & Sports Medicine 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- South Florida Orthopaedics & Sports Medicine 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- South Florida Orthopaedics & Sports Medicine 401(k) Plan reported participants rose from 196 in the plan year 2022 filing to 209 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 650311858 · South Florida Orthopaedics & Sports Medicine PY 2023 · 401(k)
South Florida Orthopaedics & Sports Medicine 401(k) Plan · $21M · 209 · 74th
- 5500 $21M
- ASSETS 209
- PCT 74th
- EIN 401(k)
- RANK near Cnmri, P.a. 401(k) Plan
- PHOTO ind #13757
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 →
South Florida Orthopaedics & Sports Medicine 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 650311858 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Florida Orthopaedics & Sports Medicine)
Sponsor-wide plan assets over time
All South Florida Orthopaedics & Sports Medicine plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 34.64365911520516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $17M |
| 2023 | 1 | 209 | $21M |
| 2024 | 1 | 230 | $23M |
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
South Florida Orthopaedics & Sports Medicine 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Cnmri, P.a. 401(k) Plan in DE ($21M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Cnmri, P.a. 401(k) Plan (DE) $21M · 50
- Pennsylvania One Call System Inc. 401(k) Plan (PA) $21M · 77
- Pro Trans International, LLC 401(k) Plan (IN) $21M · 867
- Gar Bennett, LLC. 401(k) Profit Sharing Plan (CA) $21M · 259
Similar participant headcount
Nearest other-state filings by covered participants (209 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.