401(k) · DOL Form 5500 · 2023
West Florida Medical Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 145
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $185,294
- Avg per participant Above avg balance/head
Official DOL plan name: West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust · Sponsored by West Florida Medical Associates, P.a. · Florida · Healthcare & Social Assistance
$27M in assets, 145 participants
West Florida Medical Associates, P.a.'s West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust reported $27M in total assets and 145 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.
- #14,328 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust covers 145 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $27M.
- #14,328
- in Healthcare & Social Assistance (17,684 peers)
- +13.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,867,666 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
West Florida Medical Associates, P.a. 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. West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust reported participants rose from 129 in the plan year 2022 filing to 145 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 593411454 · West Florida Medical Associates, P.a. PY 2023 · 401(k)
West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust · $27M · 145 · 78th
- RANK $27M
- RANK 145
- RANK 78th
- RANK 401(k)
- RANK near Md2 International, LLC Retirement Trust
- RANK ind #14328
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 →
West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 593411454 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Florida Medical Associates, P.a.)
Sponsor-wide plan assets over time
All West Florida Medical Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 33.918991388040844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 230 | $30M |
| 2023 | 2 | 258 | $35M |
| 2024 | 2 | 248 | $41M |
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
West Florida Medical Associates, P.a. 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 Md2 International, LLC Retirement Trust in WA ($27M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Md2 International, LLC Retirement Trust (WA) $27M · 113
- Mobilityware, LLC 401(k) Plan (CA) $27M · 219
- Sor, Inc. Profit Sharing and 401(k) Plan (KS) $27M · 174
- Clayton H. Landis Company, Inc. 401(k) Retirement Plan (PA) $27M · 150
Similar participant headcount
Nearest other-state filings by covered participants (145 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.