401(k) · DOL Form 5500 · 2024
Health Planning Council of Sou 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $77,527
- Avg per participant Below avg balance/head
Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. · Sponsored by Health Planning Council of Sou · Florida · Other Services
$11M in assets, 148 participants
Health Planning Council of Sou's 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. reported $11M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,901 in Other Services (7,719 peers)
Coverage in Florida
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. covers 148 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $11M.
- #5,901
- in Other Services (7,719 peers)
- +16.7%
- assets growth YoY
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc.'s mid-pack asset rank among Other Services and all filers
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,474,016 Top 41% higher than 59% 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
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. 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. 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. reported participants rose from 144 in the plan year 2023 filing to 148 in the plan year 2024 filing.
DOL schedule card
Filing strip 592269305 · Health Planning Council of Sou PY 2024 · 401(k)
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. · $11M · 148 · 59th
- NET $11M
- BOOK 148
- VS-ST 59th
- BOY 401(k)
- SCH near Innovatus Imaging Corporation 401(k) Plan
- EBSA ind #5901
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 Other Services retirement plans → · Plans in Florida →
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 592269305 |
| Plan Effective Date | 2015-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Planning Council of Sou)
Sponsor-wide plan assets over time
All Health Planning Council of Sou plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 43.11846135769512% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $8M |
| 2023 | 1 | 144 | $10M |
| 2024 | 1 | 148 | $11M |
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
401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Innovatus Imaging Corporation 401(k) Plan in PA ($11M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Contentful 401(k) Plan (CO) 148 · 0 off
- 401(k) Savings Plan for Peter Marino Architects (NY) 148 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 148 · 0 off
- Dee King Trucking 401(k) Plan (TX) 148 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.