401(k) · DOL Form 5500 · 2024
Periodontal Specialists of North Florida, P.a. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $114,998
- Avg per participant Below avg balance/head
Official DOL plan name: Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust · Sponsored by Periodontal Specialists of North Florida, P.a. · Florida · Healthcare & Social Assistance
$2M in assets, 21 participants
Periodontal Specialists of North Florida, P.a.'s Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,150 in Healthcare & Social Assistance (16,916 peers)
Periodontal Specialists of North Florida, P.a. multi-year trail
Periodontal Specialists of North Florida, P.a.'s plans moved +55.5% in assets from 2022 to 2024; this filing shows Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust at $2M / 21 participants.
- #5,150
- in Healthcare & Social Assistance (16,916 peers)
- +18.1%
- assets growth YoY
Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,414,948 31st percentile higher than 31% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust reported net income fell from $492K in the plan year 2023 filing to $370K in the plan year 2024 filing.
- Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.
DOL schedule card
Filing strip 472446768 · Periodontal Specialists of North Florida, P.a. PY 2024 · 401(k)
Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust · $2M · 21 · 31st
- BOY $2M
- BOY 21
- BOY 31st
- BOY 401(k)
- BOY near Blvd Residential Inc. 401(k) Plan
- BOY ind #5150
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 →
Periodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Periodontal Specialists of North Florida, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Periodontal Specialists of North Florida, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 55.47269222697055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $2M |
| 2023 | 1 | 20 | $2M |
| 2024 | 1 | 21 | $2M |
Periodontal Specialists of North Florida, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $370K |
| Employer EIN | 472446768 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Periodontal Specialists of North Florida, 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 Blvd Residential Inc. 401(k) Plan in CA ($2M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.