401(k) · DOL Form 5500 · 2023
Family Health Centers of South 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 603
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $39,567
- Avg per participant Low balance/head
Official DOL plan name: 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. · Sponsored by Family Health Centers of South · Florida · Healthcare & Social Assistance
$24M in assets, 603 participants
Family Health Centers of South's 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. reported $24M in total assets and 603 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #14,068 in Healthcare & Social Assistance (17,684 peers)
Where 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. sits by assets
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. sits in the top quartile of all filed plans by assets, $24M for 603 participants (~$39,567/participant), up 22.9% in 2023.
- #14,068
- in Healthcare & Social Assistance (17,684 peers)
- +22.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc.'s outsized position by total assets
401(a) Profit-Sharing Plan for Employees 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
$23,858,697 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
401(a) Profit-Sharing Plan for Employees 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. 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. sits mid-pack in the medium band (603 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. reported participants rose from 581 in the plan year 2022 filing to 603 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 591741273 · Family Health Centers of South PY 2023 · 401(k)
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. · $24M · 603 · 76th
- PHOTO $24M
- IND 603
- EOY 76th
- 5500 401(k)
- ASSETS near One Step Up, Ltd 401(k) Plan
- PCT ind #14068
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 →
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 591741273 |
| Plan Effective Date | 2011-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Health Centers of South)
Sponsor-wide plan assets over time
All Family Health Centers of South plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 45.13607802137674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 890 | $36M |
| 2023 | 2 | 1,227 | $44M |
| 2024 | 2 | 1,199 | $53M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
401(a) Profit-Sharing Plan for Employees 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 One Step Up, Ltd 401(k) Plan in NY ($24M); by covered participants it is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (603 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- One Step Up, Ltd 401(k) Plan (NY) $24M · 179
- Schlesinger Global, LLC 401(k) Profit Sharing Plan (NJ) $24M · 741
- Northwood Investments Corp 401(k) Profit Sharing Plan (OR) $24M · 496
- Toppan Interamerica 401(k) Plan (GA) $24M · 284
Similar participant headcount
Nearest other-state filings by covered participants (603 participants); asset peers above are excluded.
- Metrolina Greenhouses, Inc. Profit Sharing Plan (NC) 603 · 0 off
- Simpson Housing 401(k) Retirement Plan (CO) 603 · 0 off
- Bob Loquercio Auto Group 401(k) Plan (IL) 603 · 0 off
- Andis Company 401(k) (WI) 603 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.