401(k) · DOL Form 5500 · 2023

Ohi West Medical Group II LLC 401(k) Plan

Data updated 2026-08-11

$269M
Total assets
1,796
Participants
96th
Percentile by assets
$149,954
Avg per participant
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Official DOL plan name: Florida Medical Clinic, LLC 401(k) Plan and Trust · Sponsored by Ohi West Medical Group II LLC · Florida · Healthcare & Social Assistance

$269M in assets, 1,796 participants

Ohi West Medical Group II LLC's Florida Medical Clinic, LLC 401(k) Plan and Trust reported $269M in total assets and 1,796 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #17,013 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Florida Medical Clinic, LLC 401(k) Plan and Trust covers 1,796 participants in Florida, 2.9x the typical Florida plan (state average ~628 per filing). Assets: $269M.

$269M
total plan assets (2023 EOY)
1,796
covered participants
96th
percentile by assets (of 127,072 plans)
$149,954
avg assets per participant

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Florida Medical Clinic, LLC 401(k) Plan and Trust reports 1,796 participants - 2.9x that state average ($269M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$229M
Net Assets (End of Year)$269M
Net Income$41M
Employer EIN923479126
Plan Effective Date1993-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohi West Medical Group II LLC)

$260M$280M$300M$320M 20232024 $269M $314M ▲ +16.6%
Total plan assets by year, all Ohi West Medical Group II LLC plans on file
Year Plans Participants Total Assets
2023 1 1,796 $269M
2024 1 1,835 $314M

Nearby 401(k) Plans in Florida

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

Florida Medical Clinic, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Florida Medical Clinic, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Florida Medical Clin…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Trinet 401(k) PlanPublix Super Markets…
Florida Medical Clinic, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Florida Medical Clinic, LLC 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Florida Medical Clinic, LLC 401(k) Plan and Trust assets move in 2023?
Florida Medical Clinic, LLC 401(k) Plan and Trust grew sharply - up 17.8% during 2023, from $229M to $269M. Reported net income was $41M.
How have Ohi West Medical Group II LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Ohi West Medical Group II LLC's sponsor-wide assets grew 16.6%, from $269M to $314M.
Where does Florida Medical Clinic, LLC 401(k) Plan and Trust rank by assets among Form 5500 filers?
Florida Medical Clinic, LLC 401(k) Plan and Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Florida Medical Clinic, LLC 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is The Employee 401(k) Retirement Plan in TX ($269M, 1,054 participants).

Next read for Florida Medical Clinic, LLC 401(k) Plan …

Filing takeaways

Ways to act on Florida Medical Clinic, LLC 401(k) Plan and Trust's numbers.