401(k) · DOL Form 5500 · 2023

Ohi West Medical Group II LLC 401(k) Plan

Data updated 2026-08-25

$269M
Total assets Near avg plan size
1,796
Participants Near avg headcount
96th
Percentile by assets National rank
$149,954
Avg per participant Above avg balance/head
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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.

  • #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.

#17,013
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Florida Medical Clinic, LLC 401(k) Plan and Trust's outsized position by total assets

Florida Medical Clinic, LLC 401(k) Plan and Trust vs every filed plan by assets

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

$269,317,717 Top 4% higher than 96% 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 Medical Clinic, LLC 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Medical Clinic, LLC 401(k) Plan and Trust lands in the large band (1,796 participants).

EBSA filing schedule strip

Filing strip 923479126 · Ohi West Medical Group II LLC PY 2023 · 401(k)

Florida Medical Clinic, LLC 401(k) Plan and Trust · $269M · 1,796 · 96th

  • IND $269M
  • IND 1,796
  • IND 96th
  • IND 401(k)
  • IND near The Employee 401(k) Retirement Plan
  • IND ind #17013

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 Medical Clinic, LLC 401(k) Plan and Trust in the asset neighbourhood

E. & J. Gallo Winery Union Retirement PlanE. & J. Gallo Winery Union R…$270MThe Employee 401(k) Retirement PlanThe Employee 401(k) Retireme…$269MFlorida Medical Clinic, LLC 401(k) Plan and TrustFlorida Medical Clinic, LLC …$269MWeis Markets, Inc. Retirement Savings PlanWeis Markets, Inc. Retiremen…$269MPlatinum Equity 401(k) Plan$269M
End-of-year total assets ($M) among Florida Medical Clinic, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Ohi West Medical Group II LLC plans reported in each filing year

Latest sponsor-wide plan assets
$314M 16.59188132803012% vs 2023
2024 filing year
$260M$280M$300M$320M 20232024 $269M $314M ▲ +16.6%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Florida Medical Clinic, LLC 401(k) Plan and Trust, Total assets ($B): 0.269317717 · Participants: 1796Florida Medical Clinic, LLC 401(k) Plan and TrustL3harris 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 Medical Clinic, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Florida Medical Clinic, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Florida Medical Clinic, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Employee 401(k) Retirement Plan in TX ($269M); by covered participants it is Don Quijote (USA) Co., Ltd. Profit-Sharing Retirement/Individual Matched Savings Plan in HI (1,796 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($269M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,796 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 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).
Which 401(k) plans cover a similar participant headcount to Florida Medical Clinic, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Don Quijote (USA) Co., Ltd. Profit-Sharing Retirement/Individual Matched Savings Plan in HI (1,796 participants, $73M 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 923479126.

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.