401(k) · DOL Form 5500 · 2023
Physicians Primary Care of Southwest Florida, P.L. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 215
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $126,664
- Avg per participant Near avg balance/head
Official DOL plan name: Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · Sponsored by Physicians Primary Care of Southwest Florida, P.L. · Florida · Healthcare & Social Assistance
$27M in assets, 215 participants
Physicians Primary Care of Southwest Florida, P.L.'s Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust reported $27M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,360 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust covers 215 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $27M.
- #14,360
- in Healthcare & Social Assistance (17,684 peers)
- +6.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,232,700 Top 22% higher than 78% 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
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust 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. Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust reported participants fell from 218 in the plan year 2022 filing to 215 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 650603006 · Physicians Primary Care of Southwest Florida, P.L. PY 2023 · 401(k)
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · $27M · 215 · 78th
- BOOK $27M
- VS-ST 215
- BOY 78th
- SCH 401(k)
- EBSA near Forbo Siegling, LLC 401(k) Savings Plan
- PART ind #14360
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 →
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 650603006 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Physicians Primary Care of Southwest Florida, P.L.)
Sponsor-wide plan assets over time
All Physicians Primary Care of Southwest Florida, P.L. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 16.645521027518917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $26M |
| 2023 | 1 | 215 | $27M |
| 2024 | 1 | 211 | $30M |
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
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Forbo Siegling, LLC 401(k) Savings Plan in NC ($27M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (215 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.