401(k) · DOL Form 5500 · 2024
Orthopaedic Clinic of Daytona Beach , P.a. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $158,020
- Avg per participant Above avg balance/head
Official DOL plan name: Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan · Sponsored by Orthopaedic Clinic of Daytona Beach , P.a. · Florida · Healthcare & Social Assistance
$23M in assets, 147 participants
Orthopaedic Clinic of Daytona Beach , P.a.'s Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan reported $23M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,050 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan covers 147 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $23M.
- #13,050
- in Healthcare & Social Assistance (16,916 peers)
- +18.4%
- assets growth YoY
Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan's outsized position by total assets
Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,228,946 Top 27% higher than 73% 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
Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan reported participants rose from 119 in the plan year 2023 filing to 147 in the plan year 2024 filing.
- Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 591281292 · Orthopaedic Clinic of Daytona Beach , P.a. PY 2024 · 401(k)
Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan · $23M · 147 · 73rd
- EOY $23M
- 5500 147
- ASSETS 73rd
- PCT 401(k)
- EIN near Utilities Employees Credit Union 401(k) Plan
- RANK ind #13050
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 →
Orthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 591281292 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orthopaedic Clinic of Daytona Beach , P.a.)
Sponsor-wide plan assets over time
All Orthopaedic Clinic of Daytona Beach , P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 47.67576533910958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $16M |
| 2023 | 1 | 119 | $20M |
| 2024 | 1 | 147 | $23M |
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
Orthopaedic Clinic of Daytona Beach, P.a. 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 Utilities Employees Credit Union 401(k) Plan in PA ($23M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Utilities Employees Credit Union 401(k) Plan (PA) $23M · 97
- The Detroit Institute of Arts 401(k) Plan (MI) $23M · 358
- Zerep Management Corporation 401(k) Plan (CA) $23M · N/A
- Carroll Enterprises, Inc 401(k) Plan (MA) $23M · 117
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Sabinal Administrative Services, LLC 401(k) Plan (TX) 147 · 0 off
- Ardmore Home Design, Inc. 401(k) Profit Sharing Plan (CA) 147 · 0 off
- Reed Oil Company 401(k) Profit Sharing Plan (PA) 147 · 0 off
- Gibson-Thomas 401 (K) Plan (PA) 147 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.