401(k) · DOL Form 5500 · 2022

Whole Family Health Center, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
75
Participants Small participant base
42nd
Percentile by assets National rank
$42,404
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Whole Family Health Center, Inc. · Sponsored by Whole Family Health Center, Inc. · Florida · Healthcare & Social Assistance

$3M in assets, 75 participants

Whole Family Health Center, Inc.'s Employee Benefit Plan of Whole Family Health Center, Inc. reported $3M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,122 in Healthcare & Social Assistance (20,060 peers)

Whole Family Health Center, Inc. multi-year trail

Whole Family Health Center, Inc.'s plans moved +113.0% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Whole Family Health Center, Inc. at $3M / 75 participants.

#9,122
in Healthcare & Social Assistance (20,060 peers)
+4.1%
assets growth YoY

Employee Benefit Plan of Whole Family Health Center, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Whole Family Health Center, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,180,328 42nd percentile higher than 42% of 139,123 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 2022

Employee Benefit Plan of Whole Family Health Center, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Whole Family Health Center, Inc. is a small filing (75 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 650715258 · Whole Family Health Center, Inc. PY 2022 · 401(k)

Employee Benefit Plan of Whole Family Health Center, Inc. · $3M · 75 · 42nd

  • IND $3M
  • IND 75
  • IND 42nd
  • IND 401(k)
  • IND near Semco Distributing, Inc. 401(k) Plan
  • IND ind #9122

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 →

Employee Benefit Plan of Whole Family Health Center, Inc. in the asset neighbourhood

Employee Benefit Plan of Whole Family Health Center, Inc.Employee Benefit Plan of Who…$3MSemco Distributing, Inc. 401(k) PlanSemco Distributing, Inc. 401…$3MBudget Maintenance Inc 401(k) PlanBudget Maintenance Inc 401(k…$3MPrime Foods, LLC 401(k) Plan$3MThe Santa Barbara Independent, Inc. 401(k) PlanThe Santa Barbara Independen…$3M
End-of-year total assets ($M) among Employee Benefit Plan of Whole Family Health Center, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Whole Family Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Whole Family Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 113.02180152487415% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.18M $6.77M ▲ +112.9%
Year Plans Participants Total Assets
2022 1 75 $3M
2023 1 98 $5M
2024 1 197 $7M

Whole Family Health Center, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$125K
Employer EIN650715258
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Employee Benefit Plan of Whole Family Health Center, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Employee Benefit Plan of Whole Family Health Center, Inc., Total assets ($B): 0.003180328 · Participants: 75Employee Benefit Plan of Whole Family Health Center, Inc.L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Employee Benefit Plan of Whole Family Health Center, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Employee Benefit Plan of Whole Family Health Center, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Whole Family Health Center, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Semco Distributing, Inc. 401(k) Plan in MO ($3M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Benefit Plan of Whole Family Health Center, Inc. assets move in 2022? ▼
Employee Benefit Plan of Whole Family Health Center, Inc. edged up modestly - up 4.1% during 2022, from $3M to $3M. Reported net income was $125K.
How have Whole Family Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whole Family Health Center, Inc.'s sponsor-wide assets grew 113.0%, from $3M to $7M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Whole Family Health Center, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Semco Distributing, Inc. 401(k) Plan in MO ($3M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Whole Family Health Center, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is The Miller Timber Services Inc Retirement Plan in OR (75 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650715258.

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.