401(k) · DOL Form 5500 · 2023

Florida Heart Associates, P.L. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
93
Participants Small participant base
77th
Percentile by assets National rank
$278,580
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Florida Heart Associates Retirement Plan · Sponsored by Florida Heart Associates, P.L. · Florida · Healthcare & Social Assistance

$26M in assets, 93 participants

Florida Heart Associates, P.L.'s Florida Heart Associates Retirement Plan reported $26M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,250 in Healthcare & Social Assistance (17,684 peers)

Where Florida Heart Associates Retirement Plan sits by assets

Florida Heart Associates Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 93 participants (~$278,580/participant), up 18.2% in 2023.

#14,250
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Florida Heart Associates Retirement Plan's outsized position by total assets

Florida Heart Associates Retirement Plan vs every filed plan by assets

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

$25,907,947 Top 23% higher than 77% 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

Florida Heart Associates Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Heart Associates Retirement Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Florida Heart Associates Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Florida Heart Associates Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Florida Heart Associates Retirement Plan reported participants rose from 90 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650690931 · Florida Heart Associates, P.L. PY 2023 · 401(k)

Florida Heart Associates Retirement Plan · $26M · 93 · 77th

  • TYPE $26M
  • TYPE 93
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near Post Glover Resistors Inc. 401(k) Retirement Plan
  • TYPE ind #14250

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 →

Florida Heart Associates Retirement Plan in the asset neighbourhood

Florida Heart Associates Retirement PlanFlorida Heart Associates Ret…$26MPost Glover Resistors Inc. 401(k) Retirement PlanPost Glover Resistors Inc. 4…$26MSecurity First Bank 401(k) PlanSecurity First Bank 401(k) P…$26MRichards Industrials, Inc. Profit Sharing Retirement PlanRichards Industrials, Inc. P…$26MInspirus Credit Union 401(k) PlanInspirus Credit Union 401(k)…$26M
End-of-year total assets ($M) among Florida Heart Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN650690931
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florida Heart Associates, P.L.)

Sponsor-wide plan assets over time

All Florida Heart Associates, P.L. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 40.61111456955893% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.9M $30.8M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 90 $22M
2023 1 93 $26M
2024 1 88 $31M

Nearby 401(k) Plans in Florida

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

Florida Heart Associates Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Florida Heart Associates Retirement Plan, Total assets ($B): 0.025907947 · Participants: 93Florida Heart Associates 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
Florida Heart Associates Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Florida Heart Associates Retirement Plan side-by-side with 3 peers →

Florida Heart Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Post Glover Resistors Inc. 401(k) Retirement Plan in KY ($26M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Florida Heart Associates Retirement Plan assets move in 2023? ▼
Florida Heart Associates Retirement Plan grew sharply - up 18.2% during 2023, from $22M to $26M. Reported net income was $4M.
How have Florida Heart Associates, P.L. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florida Heart Associates, P.L.'s sponsor-wide assets grew 40.6%, from $22M to $31M.
Where does Florida Heart Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Florida Heart Associates Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Florida Heart Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Post Glover Resistors Inc. 401(k) Retirement Plan in KY ($26M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Florida Heart Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants, N/A 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 650690931.

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.