401(k) · DOL Form 5500 · 2024
Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 227
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $111,076
- Avg per participant Below avg balance/head
Official DOL plan name: Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan · Sponsored by Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a. · Florida · Healthcare & Social Assistance
$25M in assets, 227 participants
Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a.'s Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan reported $25M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,254 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan covers 227 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $25M.
- #13,254
- in Healthcare & Social Assistance (16,916 peers)
- +29.2%
- assets growth YoY
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan's outsized position by total assets
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,214,223 Top 26% higher than 74% 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
Coastal Orthopedics & Sports Medicine of Southwest Florida 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. Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan sits mid-pack in the medium band (227 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan reported participants rose from 206 in the plan year 2023 filing to 227 in the plan year 2024 filing.
DOL schedule card
Filing strip 591466615 · Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a. PY 2024 · 401(k)
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan · $25M · 227 · 74th
- NET $25M
- BOOK 227
- VS-ST 74th
- BOY 401(k)
- SCH near Earned Visibility, Inc. 401(k) Retirement Plan
- EBSA ind #13254
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 →
Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $6M |
| Employer EIN | 591466615 |
| Plan Effective Date | 1998-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a.)
Sponsor-wide plan assets over time
All Coastal Orthopedics & Sports Medicine of Southwest Florida, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 60.12613234859659% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $16M |
| 2023 | 1 | 206 | $20M |
| 2024 | 1 | 227 | $25M |
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
Coastal Orthopedics & Sports Medicine of Southwest Florida 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 Earned Visibility, Inc. 401(k) Retirement Plan in NY ($25M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.
- Its-Sprinturf Holdings, LLC Retirement Plan (SC) 227 · 0 off
- Marbridge Foundation 401(k) Plan (TX) 227 · 0 off
- Trion Industries, Inc. Employee's 401(k) Savings Plan (PA) 227 · 0 off
- Piper Shores 401(k) Plan (ME) 227 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.