401(k) · DOL Form 5500 · 2024
Stockwell, Reisman, Paulk & Taylor, P.a. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $241,847
- Avg per participant Above avg balance/head
Official DOL plan name: Digestive Disease Clinic 401(k) Profit Sharing Plan · Sponsored by Stockwell, Reisman, Paulk & Taylor, P.a. · Florida · Healthcare & Social Assistance
$15M in assets, 62 participants
Stockwell, Reisman, Paulk & Taylor, P.a.'s Digestive Disease Clinic 401(k) Profit Sharing Plan reported $15M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,740 in Healthcare & Social Assistance (16,916 peers)
Stockwell, Reisman, Paulk & Taylor, P.a. multi-year trail
Stockwell, Reisman, Paulk & Taylor, P.a.'s plans moved +35.1% in assets from 2022 to 2024; this filing shows Digestive Disease Clinic 401(k) Profit Sharing Plan at $15M / 62 participants.
- #11,740
- in Healthcare & Social Assistance (16,916 peers)
- +11.5%
- assets growth YoY
Digestive Disease Clinic 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Digestive Disease Clinic 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,994,525 Top 36% higher than 64% 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
Digestive Disease Clinic 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Digestive Disease Clinic 401(k) Profit Sharing Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Digestive Disease Clinic 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Digestive Disease Clinic 401(k) Profit Sharing Plan reported participants rose from 52 in the plan year 2023 filing to 62 in the plan year 2024 filing.
- Digestive Disease Clinic 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 591641854 · Stockwell, Reisman, Paulk & Taylor, P.a. PY 2024 · 401(k)
Digestive Disease Clinic 401(k) Profit Sharing Plan · $15M · 62 · 64th
- ASSETS $15M
- ASSETS 62
- ASSETS 64th
- ASSETS 401(k)
- ASSETS near Hamilton Dental Associates, P.a. 401(k) Profit Sharing Plan
- ASSETS ind #11740
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 →
Digestive Disease Clinic 401(k) Profit Sharing Plan in the asset neighbourhood
Stockwell, Reisman, Paulk & Taylor, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Stockwell, Reisman, Paulk & Taylor, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 35.12274436093613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $11M |
| 2023 | 1 | 52 | $13M |
| 2024 | 1 | 62 | $15M |
Stockwell, Reisman, Paulk & Taylor, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 591641854 |
| Plan Effective Date | 1979-01-01 |
| 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
Digestive Disease Clinic 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 Hamilton Dental Associates, P.a. 401(k) Profit Sharing Plan in NJ ($15M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 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.