401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$5M
Total assets Small plan by assets
98
Participants Small participant base
44th
Percentile by assets National rank
$50,662
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

$5M in assets, 98 participants

Whole Family Health Center, Inc.'s Employee Benefit Plan of Whole Family Health Center, Inc. reported $5M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,513 in Healthcare & Social Assistance (17,684 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 $5M / 98 participants.

#8,513
in Healthcare & Social Assistance (17,684 peers)
+56.1%
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 2023 · DOL Form 5500

$4,964,827 44th percentile higher than 44% of 127,068 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 2023

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

Plan-year 2023 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 (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Whole Family Health Center, Inc. reported net income rose from $125K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Employee Benefit Plan of Whole Family Health Center, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Employee Benefit Plan of Whole Family Health Center, Inc. reported participants rose from 75 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650715258 · Whole Family Health Center, Inc. PY 2023 · 401(k)

Employee Benefit Plan of Whole Family Health Center, Inc. · $5M · 98 · 44th

  • VS-ST $5M
  • VS-ST 98
  • VS-ST 44th
  • VS-ST 401(k)
  • VS-ST near Amer Cunningham Co., L.P.a. Profit Sharing Plan
  • VS-ST ind #8513

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

Awin Inc. 401(k) Plan$5MEmployee Benefit Plan of Whole Family Health Center, Inc.Employee Benefit Plan of Who…$5MAmer Cunningham Co., L.P.a. Profit Sharing PlanAmer Cunningham Co., L.P.a. …$5MThe Eye Group of Southern Indiana, LLC 401(k) Profit Sharing PlanThe Eye Group of Southern In…$5MZhealth, LLC 401(k) Profit Sharing PlanZhealth, LLC 401(k) Profit S…$5M
End-of-year total assets ($M) among Employee Benefit Plan of Whole Family Health Center, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
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 -505101520 Total assets ($B) Participants Employee Benefit Plan of Whole Family Health Center, Inc., Total assets ($B): 0.004964827 · Participants: 98Employee Benefit Plan of Whole Family Health Center, Inc.L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart 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 Amer Cunningham Co., L.P.a. Profit Sharing Plan in OH ($5M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Employee Benefit Plan of Whole Family Health Center, Inc. surged - up 56.1% during 2023, from $3M to $5M. Reported net income was $2M.
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 Amer Cunningham Co., L.P.a. Profit Sharing Plan in OH ($5M, 24 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 Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.