401(k) · DOL Form 5500 · 2023

Family Health Centers of Southwest Florida, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
624
Participants Below avg headcount
73rd
Percentile by assets National rank
$32,081
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. · Sponsored by Family Health Centers of Southwest Florida, Inc. · Florida · Healthcare & Social Assistance

$20M in assets, 624 participants

Family Health Centers of Southwest Florida, Inc.'s Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. reported $20M in total assets and 624 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,621 in Healthcare & Social Assistance (17,684 peers)

Family Health Centers of Southwest Florida, Inc. multi-year trail

Family Health Centers of Southwest Florida, Inc.'s plans moved +45.1% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. at $20M / 624 participants.

#13,621
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.'s outsized position by total assets

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. vs every filed plan by assets

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

$20,018,689 Top 27% higher than 73% 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

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. sits mid-pack in the medium band (624 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. reported participants rose from 309 in the plan year 2022 filing to 624 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591741273 · Family Health Centers of Southwest Florida, Inc. PY 2023 · 401(k)

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. · $20M · 624 · 73rd

  • ASSETS $20M
  • PCT 624
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Diagnostic Radiology Consultants, P.a. Profit Sharing Plan
  • IND ind #13621

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 →

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. in the asset neighbourhood

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.Tax Deferred Annuity Plan of…$20MDiagnostic Radiology Consultants, P.a. Profit Sharing PlanDiagnostic Radiology Consult…$20MThe Employee 401(k) Plan of Pamarco Global GraphicsThe Employee 401(k) Plan of …$20M401(k) Profit-Sharing Plan for Employees of Navajo Engineering and Construction Authority401(k) Profit-Sharing Plan f…$20MMarketing Architects, Inc. 401(k) PlanMarketing Architects, Inc. 4…$20M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Family Health Centers of Southwest Florida, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Family Health Centers of Southwest Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 45.13607802137674% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.3M $52.8M ▲ +45.2%
Year Plans Participants Total Assets
2022 2 890 $36M
2023 2 1,227 $44M
2024 2 1,199 $53M

Family Health Centers of Southwest Florida, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN591741273
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc., Total assets ($B): 0.020018689 · Participants: 624Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.L3harris 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
Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Diagnostic Radiology Consultants, P.a. Profit Sharing Plan in TN ($20M); by covered participants it is Radius Aerospace, Inc. 401(k) Plan in AR (624 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (624 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 Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. assets move in 2023? ▼
Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc. grew sharply - up 18.2% during 2023, from $17M to $20M. Reported net income was $3M.
How have Family Health Centers of Southwest Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Health Centers of Southwest Florida, Inc.'s sponsor-wide assets grew 45.1%, from $36M to $53M.
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Diagnostic Radiology Consultants, P.a. Profit Sharing Plan in TN ($20M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Radius Aerospace, Inc. 401(k) Plan in AR (624 participants, $28M 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 591741273.

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.