401(k) · DOL Form 5500 · 2024

Health Planning Council of Sou 401(k) Plan

Data updated 2026-08-11

$11M
Total assets: 148
Participants: 59th
Percentile by assets: $77,527
Avg per participant

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.

59th percentile by assets (of 123,622 plans)
#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.

$11M
total plan assets (2024 EOY): 148
covered participants: 59th
percentile by assets (of 123,622 plans): $77,527
avg assets per participant

Where 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. sits by total assets

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. 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.

See the national 2023→2024 release diff →

State

Florida

Industry

Other Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. reports 148 participants - about 24% of that state average ($11M EOY assets).

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)

Total plan assets by year, all Health Planning Council of Sou plans on file

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.

401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants

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

Compare 401(k) Profit Sharing Plan for Employees… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. by total assets, not by location.

Innovatus Imaging Corporation 401(k) Plan (PA) $11M · 124
Shop Architects 401(k) Plan (NY) $11M · 109
Valor Hospitality Partners 401(k) Retirement Savings Plan (GA) $11M · 1,659
Intuvie Holdings LLC 401(k) Profit Sharing Plan & Trust (MA) $11M · 124

Frequently Asked Questions

How did 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. assets move in 2024? ▼

401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. grew sharply - up 16.7% during 2024, from $10M to $11M. Reported net income was $2M.

How have Health Planning Council of Sou plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Health Planning Council of Sou's sponsor-wide assets grew 43.1%, from $8M to $11M.

Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc.? ▼

Among 401(k) plans in other states, the closest by assets is Innovatus Imaging Corporation 401(k) Plan in PA ($11M, 124 participants).

Next read for 401(k) Profit Sharing Plan for Employees…

Filing takeaways

Ways to act on 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc.'s numbers.

By total assets, 401(k) Profit Sharing Plan for Employees of Health Planning Council of Southwest Florida, Inc. ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Health Planning Council of Sou's sponsor-wide assets have grown 43.1% since 2022 across 3 plan years on file. More Other Services plans

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 592269305.