401(k) · DOL Form 5500 · 2024

First Coast Health Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 134
Participants Small participant base: 35th
Percentile by assets National rank: $23,812
Avg per participant Low balance/head

Official DOL plan name: First Coast Health Ventures, LLC Retirement Plan and Trust · Sponsored by First Coast Health Ventures, LLC · Florida · Healthcare & Social Assistance

$3M in assets, 134 participants

First Coast Health Ventures, LLC's First Coast Health Ventures, LLC Retirement Plan and Trust reported $3M in total assets and 134 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.

#5,982 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

First Coast Health Ventures, LLC Retirement Plan and Trust covers 134 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#5,982
in Healthcare & Social Assistance (16,916 peers): -3.6%
assets change YoY

The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Coast Health Ventures, LLC Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

First Coast Health Ventures, LLC Retirement Plan and Trust vs every filed plan by assets

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

$3,190,786 35th percentile higher than 35% 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

First Coast Health Ventures, LLC Retirement Plan and Trust 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. First Coast Health Ventures, LLC Retirement Plan and Trust sits mid-pack in the medium band (134 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 474187945 · First Coast Health Ventures, LLC PY 2024 · 401(k)

First Coast Health Ventures, LLC Retirement Plan and Trust · $3M · 134 · 35th

EIN $3M
EIN 134
EIN 35th
EIN 401(k)
EIN near Sedera 401(k) Plan
EIN ind #5982

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 →

End-of-year total assets ($M) among First Coast Health Ventures, LLC Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$119K
Employer EIN	474187945
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

First Coast Health Ventures, LLC Retirement Plan and Trust 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 First Coast Health Ventures, LLC Retirement Plan and Trust side-by-side with 3 peers →

First Coast Health Ventures, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sedera 401(k) Plan in TX ($3M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Sedera 401(k) Plan (TX) $3M · 69
Aip-Ecs Holdings, LLC 401(k) Plan (TX) $3M · 164
Blue Plate Catering, Ltd. 401(k) Plan and Trust (IL) $3M · 249
Becker & Scott, Dds, LLC 401(k) Profit Sharing Plan (MO) $3M · 13

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Whalar 401(k) Plan (NY) 134 · 0 off
Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off

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 First Coast Health Ventures, LLC Retirement Plan and Trust assets move in 2024? ▼

First Coast Health Ventures, LLC Retirement Plan and Trust edged down modestly - down 3.6% during 2024, from $3M to $3M. Reported net income was -$119K.

Which 401(k) plans are similar in size to First Coast Health Ventures, LLC Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Sedera 401(k) Plan in TX ($3M, 69 participants).

Which 401(k) plans cover a similar participant headcount to First Coast Health Ventures, LLC Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 474187945.