Defined Benefit (Pension) · DOL Form 5500 · 2023

West Florida Medical Associates, P.a. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
113
Participants Small participant base
55th
Percentile by assets National rank
$75,662
Avg per participant Below avg balance/head
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Official DOL plan name: West Florida Medical Associates, P.a. Cash Balance Pension Plan · Sponsored by West Florida Medical Associates, P.a. · Florida · Healthcare & Social Assistance

$9M in assets, 113 participants

West Florida Medical Associates, P.a.'s West Florida Medical Associates, P.a. Cash Balance Pension Plan reported $9M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,748 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

West Florida Medical Associates, P.a. Cash Balance Pension Plan covers 113 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#10,748
in Healthcare & Social Assistance (17,684 peers)
+28.6%
assets growth YoY

West Florida Medical Associates, P.a. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

West Florida Medical Associates, P.a. Cash Balance Pension Plan vs every filed plan by assets

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

$8,549,750 Top 45% higher than 55% 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

West Florida Medical Associates, P.a. Cash Balance Pension 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. West Florida Medical Associates, P.a. Cash Balance Pension Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Florida Medical Associates, P.a. Cash Balance Pension Plan reported net income rose from -$837K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • West Florida Medical Associates, P.a. Cash Balance Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • West Florida Medical Associates, P.a. Cash Balance Pension Plan reported participants rose from 101 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593411454 · West Florida Medical Associates, P.a. PY 2023 · Defined Benefit (Pension)

West Florida Medical Associates, P.a. Cash Balance Pension Plan · $9M · 113 · 55th

  • RANK $9M
  • RANK 113
  • RANK 55th
  • RANK Defined Benefit (Pension)
  • RANK near Coca-Cola Consolidated, Inc. Employees Pension Plan
  • RANK ind #10748

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. Cash Balance Pension Plan in the asset neighbourhood

Coca-Cola Consolidated, Inc. Employees Pension PlanCoca-Cola Consolidated, Inc.…$9MWest Florida Medical Associates, P.a. Cash Balance Pension PlanWest Florida Medical Associa…$9MPension Plan for Hourly Employees of Transdigm Inc. Wiggins Connectors DivisionPension Plan for Hourly Empl…$9MCarnes Company Pension Plan$9MImtt-Illinois Union Pension PlanImtt-Illinois Union Pension …$9M
End-of-year total assets ($M) among West Florida Medical Associates, P.a. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN593411454
Plan Effective Date2015-01-01
Filing StatusFILING 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
$25M$30M$35M$40M$45M 202220232024 $30.4M $40.7M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 230 $30M
2023 2 258 $35M
2024 2 248 $41M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

West Florida Medical Associates, P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants West Florida Medical Associates, P.a. Cash Balance Pension Plan, Total assets ($B): 0.00854975 · Participants: 113West Florida Medical Associates, P.a. Cash Balance Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
West Florida Medical Associates, P.a. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare West Florida Medical Associates, P.a. Cash Balance Pension Plan side-by-side with 3 peers →

West Florida Medical Associates, P.a. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Coca-Cola Consolidated, Inc. Employees Pension Plan in NC ($9M); by covered participants it is Itw Bargaining Retirement Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 West Florida Medical Associates, P.a. Cash Balance Pension Plan assets move in 2023? ▼
West Florida Medical Associates, P.a. Cash Balance Pension Plan grew sharply - up 28.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have West Florida Medical Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Florida Medical Associates, P.a.'s sponsor-wide assets grew 33.9%, from $30M to $41M.
Which Defined Benefit (Pension) plans are similar in size to West Florida Medical Associates, P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Coca-Cola Consolidated, Inc. Employees Pension Plan in NC ($9M, 1,250 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to West Florida Medical Associates, P.a. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Itw Bargaining Retirement Plan in IL (113 participants, $98M 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 593411454.

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.