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
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
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.
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
Florida filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 592753805 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Falls Community Hospital 401(k) Plan (TX) 114 · 0 off
- Window World of Baton Rouge 401(k) Plan (LA) 114 · 0 off
- Mypoint Credit Union 401(k) Plan (CA) 114 · 0 off
- Big Horn Hospital Association 401(k) Plan (MT) 114 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.