401(k) · DOL Form 5500 · 2024
Diaz, Anselmo, & Associates, P.a.. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $39,071
- Avg per participant Low balance/head
Official DOL plan name: Diaz Anselmo & Associates 401(k) Plan · Sponsored by Diaz, Anselmo, & Associates, P.a.. · Florida · Professional & Technical Services
$6M in assets, 152 participants
Diaz, Anselmo, & Associates, P.a..'s Diaz Anselmo & Associates 401(k) Plan reported $6M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,663 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Diaz Anselmo & Associates 401(k) Plan covers 152 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $6M.
- #8,663
- in Professional & Technical Services (20,173 peers)
- +4.6%
- assets growth YoY
Diaz Anselmo & Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Diaz Anselmo & Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,938,862 45th percentile higher than 45% 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
Diaz Anselmo & Associates 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. Diaz Anselmo & Associates 401(k) Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Diaz Anselmo & Associates 401(k) Plan reported net income rose from $235K in the plan year 2023 filing to $250K in the plan year 2024 filing.
- Diaz Anselmo & Associates 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 650345496 · Diaz, Anselmo, & Associates, P.a.. PY 2024 · 401(k)
Diaz Anselmo & Associates 401(k) Plan · $6M · 152 · 45th
- PART $6M
- TYPE 152
- NET 45th
- BOOK 401(k)
- VS-ST near Spectrum Properties 401(k) Plan
- BOY ind #8663
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 →
Diaz Anselmo & Associates 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $250K |
| Employer EIN | 650345496 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Diaz, Anselmo, & Associates, P.a..)
Sponsor-wide plan assets over time
All Diaz, Anselmo, & Associates, P.a.. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.148006408252435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 200 | $5M |
| 2023 | 1 | 152 | $6M |
| 2024 | 1 | 152 | $6M |
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
Diaz Anselmo & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Spectrum Properties 401(k) Plan in TX ($6M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Spectrum Properties 401(k) Plan (TX) $6M · 62
- Amti 401(k) Plan (MA) $6M · 26
- Coast Sign, Inc. 401(k) Plan (CA) $6M · 179
- Mar-Mac Manufacturing Company 401(k) Profit Sharing Plan (SC) $6M · 132
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Astadia Incorporated 401(k) Plan (MA) 152 · 0 off
- Dome Printing 401(k) Profit Sharing Plan (CA) 152 · 0 off
- Loom 401(k) Plan (CA) 152 · 0 off
- Los Altos Food Products, LLC 401(k) Plan (CA) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.