401(k) · DOL Form 5500 · 2024
South Florida Orthopaedics & Sports Medicine 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $98,323
- Avg per participant Below avg balance/head
Official DOL plan name: South Florida Orthopaedics & Sports Medicine 401(k) Plan · Sponsored by South Florida Orthopaedics & Sports Medicine · Florida · Healthcare & Social Assistance
$23M in assets, 230 participants
South Florida Orthopaedics & Sports Medicine's South Florida Orthopaedics & Sports Medicine 401(k) Plan reported $23M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #12,978 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
South Florida Orthopaedics & Sports Medicine 401(k) Plan covers 230 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $23M.
- #12,978
- in Healthcare & Social Assistance (16,916 peers)
- +7.3%
- assets growth YoY
South Florida Orthopaedics & Sports Medicine 401(k) Plan's outsized position by total assets
South Florida Orthopaedics & Sports Medicine 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,614,271 Top 27% higher than 73% 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
South Florida Orthopaedics & Sports Medicine 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. South Florida Orthopaedics & Sports Medicine 401(k) Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Florida Orthopaedics & Sports Medicine 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- South Florida Orthopaedics & Sports Medicine 401(k) Plan reported participants rose from 209 in the plan year 2023 filing to 230 in the plan year 2024 filing.
- South Florida Orthopaedics & Sports Medicine 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 650311858 · South Florida Orthopaedics & Sports Medicine PY 2024 · 401(k)
South Florida Orthopaedics & Sports Medicine 401(k) Plan · $23M · 230 · 73rd
- EOY $23M
- 5500 230
- ASSETS 73rd
- PCT 401(k)
- EIN near Great Lakes Veneer, Inc. Savings and Retirement Plan
- RANK ind #12978
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 →
South Florida Orthopaedics & Sports Medicine 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 650311858 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Florida Orthopaedics & Sports Medicine)
Sponsor-wide plan assets over time
All South Florida Orthopaedics & Sports Medicine plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 34.64365911520516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $17M |
| 2023 | 1 | 209 | $21M |
| 2024 | 1 | 230 | $23M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
South Florida Orthopaedics & Sports Medicine 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Great Lakes Veneer, Inc. Savings and Retirement Plan in WI ($23M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.
- Versa Press Inc Employees Retirement Plan and Trust (IL) 230 · 0 off
- Mark Miller Subaru, Inc. 401(k) Plan (UT) 230 · 0 off
- Decco, Inc. 401(k) Ps Plan (NH) 230 · 0 off
- Cic Innovation Services, LLC 401(k) Plan (MA) 230 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.