401(k) · DOL Form 5500 · 2024

Surf Associates East, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
48
Participants Small participant base
48th
Percentile by assets National rank
$141,888
Avg per participant Near avg balance/head
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Official DOL plan name: Bc 401(k) Plan · Sponsored by Surf Associates East, Inc. · Florida · Retail Trade

$7M in assets, 48 participants

Surf Associates East, Inc.'s Bc 401(k) Plan reported $7M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,689 in Retail Trade (8,048 peers)

Surf Associates East, Inc. multi-year trail

Surf Associates East, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Bc 401(k) Plan at $7M / 48 participants.

#4,689
in Retail Trade (8,048 peers)
+20.7%
assets growth YoY

Bc 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Bc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,810,624 48th percentile higher than 48% of 123,620 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 2024

Bc 401(k) 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. Bc 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bc 401(k) Plan reported net income rose from $576K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bc 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Bc 401(k) Plan reported participants rose from 47 in the plan year 2023 filing to 48 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 273007239 · Surf Associates East, Inc. PY 2024 · 401(k)

Bc 401(k) Plan · $7M · 48 · 48th

  • PCT $7M
  • EIN 48
  • RANK 48th
  • PHOTO 401(k)
  • IND near Sunstates Security Retirement Savings Plan
  • EOY ind #4689

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 Retail Trade retirement plans → · Plans in Florida →

Bc 401(k) Plan in the asset neighbourhood

Bc 401(k) Plan$7MSunstates Security Retirement Savings PlanSunstates Security Retiremen…$7MWfti, Inc. Retirement Plan$7MHandy Truck Line, Inc. 401(k) Profit Sharing PlanHandy Truck Line, Inc. 401(k…$7MThe Bromley Companies 401(k) Employee Savings PlanThe Bromley Companies 401(k)…$7M
End-of-year total assets ($M) among Bc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Surf Associates East, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Surf Associates East, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.44339316667697% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $5.07M $6.81M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 56 $5M
2023 1 47 $6M
2024 1 48 $7M

Surf Associates East, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN273007239
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bc 401(k) Plan, Total assets ($B): 0.006810624 · Participants: 48Bc 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Bc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bc 401(k) Plan side-by-side with 3 peers →

Bc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sunstates Security Retirement Savings Plan in NC ($7M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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.

Frequently Asked Questions

How did Bc 401(k) Plan assets move in 2024? ▼
Bc 401(k) Plan grew sharply - up 20.7% during 2024, from $6M to $7M. Reported net income was $1M.
How have Surf Associates East, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surf Associates East, Inc.'s sponsor-wide assets grew 34.4%, from $5M to $7M.
Which 401(k) plans are similar in size to Bc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunstates Security Retirement Savings Plan in NC ($7M, 3,263 participants).
Which 401(k) plans cover a similar participant headcount to Bc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273007239.

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.