401(k) · DOL Form 5500 · 2024

Whole Family Health Center, in 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
197
Participants Below avg headcount
48th
Percentile by assets National rank
$34,390
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, in · Florida · Healthcare & Social Assistance

$7M in assets, 197 participants

Whole Family Health Center, in's Employee Benefit Plan of Whole Family Health Center, Inc. reported $7M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,818 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Employee Benefit Plan of Whole Family Health Center, Inc. covers 197 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#8,818
in Healthcare & Social Assistance (16,916 peers)
+36.5%
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 2024 · DOL Form 5500

$6,774,792 48th percentile higher than 48% 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

Employee Benefit Plan of Whole Family Health Center, 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. Employee Benefit Plan of Whole Family Health Center, Inc. sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Benefit Plan of Whole Family Health Center, Inc. reported participants rose from 98 in the plan year 2023 filing to 197 in the plan year 2024 filing.
  • Employee Benefit Plan of Whole Family Health Center, Inc. end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650715258 · Whole Family Health Center, in PY 2024 · 401(k)

Employee Benefit Plan of Whole Family Health Center, Inc. · $7M · 197 · 48th

  • VS-ST $7M
  • VS-ST 197
  • VS-ST 48th
  • VS-ST 401(k)
  • VS-ST near The F B Heron Foundation 401(k) Savings Plan
  • VS-ST ind #8818

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

Briefing.Com, Inc. 401(k) PlanBriefing.Com, Inc. 401(k) Pl…$7MEmployee Benefit Plan of Whole Family Health Center, Inc.Employee Benefit Plan of Who…$7MThe F B Heron Foundation 401(k) Savings PlanThe F B Heron Foundation 401…$7MCc Engage 401(k) Plan$7MLugano Diamonds and Jewelry, Inc. 401(k) PlanLugano Diamonds and Jewelry,…$7M
End-of-year total assets ($M) among Employee Benefit Plan of Whole Family Health Center, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN650715258
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whole Family Health Center, in)

Sponsor-wide plan assets over time

All Whole Family Health Center, in 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

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): 0.006774792 · Participants: 197Employee Benefit Plan of Whole Family Health Center, Inc.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
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 The F B Heron Foundation 401(k) Savings Plan in CT ($7M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Employee Benefit Plan of Whole Family Health Center, Inc. assets move in 2024? ▼
Employee Benefit Plan of Whole Family Health Center, Inc. surged - up 36.5% during 2024, from $5M to $7M. Reported net income was $2M.
How have Whole Family Health Center, in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whole Family Health Center, in'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 The F B Heron Foundation 401(k) Savings Plan in CT ($7M, 7 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 Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants, $17M 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 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.