401(k) · DOL Form 5500 · 2024

Surf Style Retail 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
272
Participants Below avg headcount
35th
Percentile by assets National rank
$11,475
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Surfstyle 401(k) · Sponsored by Surf Style Retail · Florida · Retail Trade

$3M in assets, 272 participants

Surf Style Retail's Surfstyle 401(k) reported $3M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,725 in Retail Trade (8,048 peers)

Coverage in Florida

Surfstyle 401(k) covers 272 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#3,725
in Retail Trade (8,048 peers)
+31.6%
assets growth YoY

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

Surfstyle 401(k) vs every filed plan by assets

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

$3,121,227 35th percentile higher than 35% 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

Surfstyle 401(k) 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. Surfstyle 401(k) sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Surfstyle 401(k) end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Surfstyle 401(k) reported net income rose from $602K in the plan year 2023 filing to $750K in the plan year 2024 filing.
  • Surfstyle 401(k) reported participants rose from 243 in the plan year 2023 filing to 272 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200495143 · Surf Style Retail PY 2024 · 401(k)

Surfstyle 401(k) · $3M · 272 · 35th

  • RANK $3M
  • PHOTO 272
  • IND 35th
  • EOY 401(k)
  • 5500 near Savings Plan for Puerto Rico Employees of Kraft Foods Group, Inc.
  • ASSETS ind #3725

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 →

Surfstyle 401(k) in the asset neighbourhood

Surfstyle 401(k)$3MSavings Plan for Puerto Rico Employees of Kraft Foods Group, Inc.Savings Plan for Puerto Rico…$3MLa Tourangelle, Inc. 401(k) Retirement PlanLa Tourangelle, Inc. 401(k) …$3MBoren Enterprises, Inc. 401(k) Profit Sharing PlanBoren Enterprises, Inc. 401(…$3MBlueshift 401(k) Plan$3M
End-of-year total assets ($M) among Surfstyle 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$750K
Employer EIN200495143
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surf Style Retail)

Sponsor-wide plan assets over time

All Surf Style Retail plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.41316677885976% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.77M $3.12M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 206 $2M
2023 1 243 $2M
2024 1 272 $3M

Nearby 401(k) Plans in Florida

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

Surfstyle 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Surfstyle 401(k), Total assets ($B): 0.003121227 · Participants: 272Surfstyle 401(k)L3harris 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
Surfstyle 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Surfstyle 401(k) side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Savings Plan for Puerto Rico Employees of Kraft Foods Group, Inc. in PA ($3M); by covered participants it is Derry Medical Center 401(k) Plan in NH (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Surfstyle 401(k) assets move in 2024? ▼
Surfstyle 401(k) surged - up 31.6% during 2024, from $2M to $3M. Reported net income was $750K.
How have Surf Style Retail plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Surf Style Retail's sponsor-wide assets grew 76.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Surfstyle 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for Puerto Rico Employees of Kraft Foods Group, Inc. in PA ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Surfstyle 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (272 participants, $47M 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 200495143.

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.