Profit Sharing · DOL Form 5500 · 2023

Clearwater Orthopedic & Sports Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$407,756
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clearwater Orthopedic & Sports Medicine, Inc. Psp · Sponsored by Clearwater Orthopedic & Sports · Florida · Healthcare & Social Assistance

$1M in assets, 3 participants

Clearwater Orthopedic & Sports's Clearwater Orthopedic & Sports Medicine, Inc. Psp reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,836 in Healthcare & Social Assistance (17,684 peers)

Clearwater Orthopedic & Sports multi-year trail

Clearwater Orthopedic & Sports's plans moved +30.3% in assets from 2022 to 2024; this filing shows Clearwater Orthopedic & Sports Medicine, Inc. Psp at $1M / 3 participants.

#3,836
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY

Clearwater Orthopedic & Sports Medicine, Inc. Psp among the smaller filed plans by assets

Clearwater Orthopedic & Sports Medicine, Inc. Psp vs every filed plan by assets

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

$1,223,268 25th percentile higher than 25% 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

Clearwater Orthopedic & Sports Medicine, Inc. Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clearwater Orthopedic & Sports Medicine, Inc. Psp is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clearwater Orthopedic & Sports Medicine, Inc. Psp reported net income rose from -$193K in the plan year 2022 filing to $146K in the plan year 2023 filing.
  • Clearwater Orthopedic & Sports Medicine, Inc. Psp end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593389878 · Clearwater Orthopedic & Sports PY 2023 · Profit Sharing

Clearwater Orthopedic & Sports Medicine, Inc. Psp · $1M · 3 · 25th

  • EOY $1M
  • 5500 3
  • ASSETS 25th
  • PCT Profit Sharing
  • EIN near Pedro J. Vendrell Benito, Md Retirement Plan
  • RANK ind #3836

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 →

Clearwater Orthopedic & Sports Medicine, Inc. Psp in the asset neighbourhood

Bruce Hogan Profit Sharing PlanBruce Hogan Profit Sharing P…$1MClearwater Orthopedic & Sports Medicine, Inc. PspClearwater Orthopedic & Spor…$1MPedro J. Vendrell Benito, Md Retirement PlanPedro J. Vendrell Benito, Md…$1MMiguel a. Colon Perez Profit Sharing Retiremen TplanMiguel a. Colon Perez Profit…$1MMcg Hardware Company Profit Sharing PlanMcg Hardware Company Profit …$1M
End-of-year total assets ($M) among Clearwater Orthopedic & Sports Medicine, Inc. Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Clearwater Orthopedic & Sports multi-year asset trail

Sponsor-wide plan assets over time

All Clearwater Orthopedic & Sports plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.319875053012453% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.08M $1.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

Clearwater Orthopedic & Sports filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$146K
Employer EIN593389878
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Clearwater Orthopedic & Sports Medicine, Inc. Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Clearwater Orthopedic & Sports Medicine, Inc. Psp, Total assets ($B): 0.001223268 · Participants: 3Clearwater Orthopedic & Sports Medicine, Inc. PspRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Clearwater Orthopedic & Sports Medicine, Inc. Psp vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Clearwater Orthopedic & Sports Medicine, Inc. Psp side-by-side with 3 peers →

Clearwater Orthopedic & Sports Medicine, Inc. Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Pedro J. Vendrell Benito, Md Retirement Plan in PR ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Clearwater Orthopedic & Sports Medicine, Inc. Psp assets move in 2023? ▼
Clearwater Orthopedic & Sports Medicine, Inc. Psp grew at a solid clip - up 13.5% during 2023, from $1M to $1M. Reported net income was $146K.
How have Clearwater Orthopedic & Sports plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clearwater Orthopedic & Sports's sponsor-wide assets grew 30.3%, from $1M to $1M.
Where does Clearwater Orthopedic & Sports Medicine, Inc. Psp rank by assets among Form 5500 filers? ▼
Clearwater Orthopedic & Sports Medicine, Inc. Psp ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Clearwater Orthopedic & Sports Medicine, Inc. Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Pedro J. Vendrell Benito, Md Retirement Plan in PR ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Clearwater Orthopedic & Sports Medicine, Inc. Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 593389878.

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.