TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

This Profit Sharing plan holds $20M in total assets and serves 624 participants as of 2023. It is sponsored by FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. in Florida. The plan reported positive net income of $3M for the year.

Total Assets (2023)

$20M

Participants

624

State

Florida

Industry

Healthcare & Social Assistance

What the Filing Says About TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.

TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. is a Profit Sharing retirement plan sponsored by FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 624 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 591741273, and the plan has been effective since 1992-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $20M at year-end — a gain of 18.2%. Net assets (after liabilities) closed the year at $20M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$17M
Total Assets (End of Year)	$20M
Net Assets (End of Year)	$20M
Net Income	$3M
Plan Type	Profit Sharing
Employer EIN	591741273
Plan Effective Date	1992-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.)

Year	Plans	Participants	Total Assets
2022	2	890	$36M
2023	2	1,227	$44M
2024	2	1,199	$53M

Nearby Profit Sharing Plans in Florida

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

BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN $2.3B · 25,214
UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN $1.7B · 12,683
ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B $1.6B · 26,087
CSX CORPORATION CAPITAL BUILDER PLAN $1.5B · 20,710
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN $1.5B · 11,978

Compare TAX DEFERRED ANNUITY PLAN OF FAMILY HEAL… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.? ▼

As of the 2023 Form 5500 filing, TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. holds $20M in total assets with 624 participants. It is sponsored by FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC..

What type of plan is TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.? ▼

TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. is a Profit Sharing plan. It has been effective since 1992-06-01. The plan is filed with the U.S. Department of Labor under EIN 591741273.

Who sponsors the TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.? ▼

TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. is sponsored by FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC., located in Florida. The sponsor's EIN is 591741273 and the plan operates in the Healthcare & Social Assistance industry.

How did TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. perform in 2023? ▼

TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. grew by 18.2% during 2023, moving from $17M to $20M in total assets. Net income was $3M.

Where can I find official filings for TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC.? ▼

Official Form 5500 filings for TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591741273 or plan name at efast.dol.gov.

How does TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. compare to other plans? ▼

You can compare TAX DEFERRED ANNUITY PLAN OF FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA, INC. against other Profit Sharing plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.