401(k) · DOL Form 5500 · 2023

Woodlands Medical Specialists PA 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
224
Participants Below avg headcount
82nd
Percentile by assets National rank
$160,129
Avg per participant Above avg balance/head
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Official DOL plan name: Woodlands 401(k) Profit Sharing Plan · Sponsored by Woodlands Medical Specialists PA · Florida · Healthcare & Social Assistance

$36M in assets, 224 participants

Woodlands Medical Specialists PA's Woodlands 401(k) Profit Sharing Plan reported $36M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,929 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Woodlands 401(k) Profit Sharing Plan covers 224 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $36M.

#14,929
in Healthcare & Social Assistance (17,684 peers)
+26.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Woodlands 401(k) Profit Sharing Plan's outsized position by total assets

Woodlands 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,868,794 Top 18% higher than 82% 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

Woodlands 401(k) Profit Sharing Plan 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. Woodlands 401(k) Profit Sharing Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodlands 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Woodlands 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Woodlands 401(k) Profit Sharing Plan reported participants rose from 205 in the plan year 2022 filing to 224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261802830 · Woodlands Medical Specialists PA PY 2023 · 401(k)

Woodlands 401(k) Profit Sharing Plan · $36M · 224 · 82nd

  • ASSETS $36M
  • PCT 224
  • EIN 82nd
  • RANK 401(k)
  • PHOTO near East West Resorts, LLC Savings and Retirement Plan
  • IND ind #14929

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 →

Woodlands 401(k) Profit Sharing Plan in the asset neighbourhood

Woodlands 401(k) Profit Sharing PlanWoodlands 401(k) Profit Shar…$36MEast West Resorts, LLC Savings and Retirement PlanEast West Resorts, LLC Savin…$36MPkl Services, Inc. Employee Stock Ownership PlanPkl Services, Inc. Employee …$36MVertexone 401(k) Plan$36MUrgent Cares of America Holdings, LLC 401(k) PlanUrgent Cares of America Hold…$36M
End-of-year total assets ($M) among Woodlands 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN261802830
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodlands Medical Specialists PA)

Sponsor-wide plan assets over time

All Woodlands Medical Specialists PA plans reported in each filing year

Latest sponsor-wide plan assets
$38M 32.4286906678534% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.5M $37.7M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 205 $28M
2023 1 224 $36M
2024 1 262 $38M

Nearby 401(k) Plans in Florida

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

Woodlands 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Woodlands 401(k) Profit Sharing Plan, Total assets ($B): 0.035868794 · Participants: 224Woodlands 401(k) Profit Sharing PlanL3harris 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
Woodlands 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Woodlands 401(k) Profit Sharing Plan side-by-side with 3 peers →

Woodlands 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is East West Resorts, LLC Savings and Retirement Plan in CO ($36M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Woodlands 401(k) Profit Sharing Plan assets move in 2023? ▼
Woodlands 401(k) Profit Sharing Plan grew sharply - up 26.0% during 2023, from $28M to $36M. Reported net income was $7M.
How have Woodlands Medical Specialists PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodlands Medical Specialists PA's sponsor-wide assets grew 32.4%, from $28M to $38M.
Where does Woodlands 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Woodlands 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Woodlands 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is East West Resorts, LLC Savings and Retirement Plan in CO ($36M, 1,110 participants).
Which 401(k) plans cover a similar participant headcount to Woodlands 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M 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 261802830.

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.