401(k) · DOL Form 5500 · 2024

Southwest Florida Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
225
Participants Below avg headcount
60th
Percentile by assets National rank
$54,830
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Florida Enterprises 401(k) Plan · Sponsored by Southwest Florida Enterprises, Inc. · Florida · Arts, Entertainment & Recreation

$12M in assets, 225 participants

Southwest Florida Enterprises, Inc.'s Southwest Florida Enterprises 401(k) Plan reported $12M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,201 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Florida

Southwest Florida Enterprises 401(k) Plan covers 225 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#2,201
in Arts, Entertainment & Recreation (2,921 peers)
+10.5%
assets growth YoY

Southwest Florida Enterprises 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Southwest Florida Enterprises 401(k) Plan vs every filed plan by assets

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

$12,336,639 Top 40% higher than 60% 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

Southwest Florida Enterprises 401(k) Plan 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. Southwest Florida Enterprises 401(k) Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Florida Enterprises 401(k) Plan reported net income rose from $103K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Southwest Florida Enterprises 401(k) Plan reported participants fell from 468 in the plan year 2023 filing to 225 in the plan year 2024 filing.
  • Southwest Florida Enterprises 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591263670 · Southwest Florida Enterprises, Inc. PY 2024 · 401(k)

Southwest Florida Enterprises 401(k) Plan · $12M · 225 · 60th

  • PCT $12M
  • PCT 225
  • PCT 60th
  • PCT 401(k)
  • PCT near Nation's Foodservice, Inc. Employees' 401(k) Plan
  • PCT ind #2201

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Southwest Florida Enterprises 401(k) Plan in the asset neighbourhood

Southwest Florida Enterprises 401(k) PlanSouthwest Florida Enterprise…$12MNation's Foodservice, Inc. Employees' 401(k) PlanNation's Foodservice, Inc. E…$12MEl Campo Memorial Hospital 401(k) PlanEl Campo Memorial Hospital 4…$12MRohlig USA, LLC 401(k) Plan$12MVision33 401(k) Plan$12M
End-of-year total assets ($M) among Southwest Florida Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN591263670
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Florida Enterprises, Inc.)

Sponsor-wide plan assets over time

All Southwest Florida Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.522398966988694% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $11.1M $12.3M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 452 $11M
2023 1 468 $11M
2024 1 225 $12M

Nearby 401(k) Plans in Florida

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

Southwest Florida Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southwest Florida Enterprises 401(k) Plan, Total assets ($B): 0.012336639 · Participants: 225Southwest Florida Enterprises 401(k) PlanL3harris 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
Southwest Florida Enterprises 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southwest Florida Enterprises 401(k) Plan side-by-side with 3 peers →

Southwest Florida Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Nation's Foodservice, Inc. Employees' 401(k) Plan in CA ($12M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Southwest Florida Enterprises 401(k) Plan assets move in 2024? ▼
Southwest Florida Enterprises 401(k) Plan grew at a solid clip - up 10.5% during 2024, from $11M to $12M. Reported net income was $1M.
How have Southwest Florida Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Florida Enterprises, Inc.'s sponsor-wide assets grew 11.5%, from $11M to $12M.
Which 401(k) plans are similar in size to Southwest Florida Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nation's Foodservice, Inc. Employees' 401(k) Plan in CA ($12M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Florida Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M 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 591263670.

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.