401(k) · DOL Form 5500 · 2024

Bush Ross, P.a. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
114
Participants Small participant base
80th
Percentile by assets National rank
$327,945
Avg per participant High balance/head
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Official DOL plan name: Bush Ross, P.a. 401(k) Profit Sharing Plan · Sponsored by Bush Ross, P.a. · Florida · Professional & Technical Services

$37M in assets, 114 participants

Bush Ross, P.a.'s Bush Ross, P.a. 401(k) Profit Sharing Plan reported $37M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,330 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Bush Ross, P.a. 401(k) Profit Sharing Plan covers 114 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $37M.

#16,330
in Professional & Technical Services (20,173 peers)
+11.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bush Ross, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Bush Ross, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,385,702 Top 20% higher than 80% 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

Bush Ross, P.a. 401(k) Profit Sharing 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. Bush Ross, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bush Ross, P.a. 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bush Ross, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Bush Ross, P.a. 401(k) Profit Sharing Plan reported participants rose from 109 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592753805 · Bush Ross, P.a. PY 2024 · 401(k)

Bush Ross, P.a. 401(k) Profit Sharing Plan · $37M · 114 · 80th

  • EBSA $37M
  • PART 114
  • TYPE 80th
  • NET 401(k)
  • BOOK near Premier Physicians Centers 401(k) Retirement Plan
  • VS-ST ind #16330

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 Professional & Technical Services retirement plans → · Plans in Florida →

Bush Ross, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Bush Ross, P.a. 401(k) Profit Sharing PlanBush Ross, P.a. 401(k) Profi…$37MPremier Physicians Centers 401(k) Retirement PlanPremier Physicians Centers 4…$37MThe Michael J. Fox Foundation for Parkinson's Research 401(k) PlanThe Michael J. Fox Foundatio…$37MCarco Group, Inc. Profit Sharing and 401(k) PlanCarco Group, Inc. Profit Sha…$37MNextcare Providers 401(k) PlanNextcare Providers 401(k) Pl…$37M
End-of-year total assets ($M) among Bush Ross, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN592753805
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bush Ross, P.a.)

Sponsor-wide plan assets over time

All Bush Ross, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 34.09080572911533% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.9M $37.4M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 103 $28M
2023 1 109 $33M
2024 1 114 $37M

Nearby 401(k) Plans in Florida

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

Bush Ross, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bush Ross, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.037385702 · Participants: 114Bush Ross, P.a. 401(k) Profit Sharing 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
Bush Ross, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Bush Ross, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Premier Physicians Centers 401(k) Retirement Plan in OH ($37M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Bush Ross, P.a. 401(k) Profit Sharing Plan assets move in 2024?
Bush Ross, P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 11.9% during 2024, from $33M to $37M. Reported net income was $4M.
How have Bush Ross, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bush Ross, P.a.'s sponsor-wide assets grew 34.1%, from $28M to $37M.
Where does Bush Ross, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Bush Ross, P.a. 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bush Ross, P.a. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Premier Physicians Centers 401(k) Retirement Plan in OH ($37M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Bush Ross, P.a. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M in assets).