401(k) · DOL Form 5500 · 2024

Woodlands Medical Specialists PA 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
262
Participants Below avg headcount
81st
Percentile by assets National rank
$143,938
Avg per participant Near avg balance/head
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Official DOL plan name: Woodlands 401(k) Profit Sharing Plan · Sponsored by Woodlands Medical Specialists PA · Florida · Healthcare & Social Assistance

$38M in assets, 262 participants

Woodlands Medical Specialists PA's Woodlands 401(k) Profit Sharing Plan reported $38M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,114 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Woodlands 401(k) Profit Sharing Plan covers 262 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $38M.

#14,114
in Healthcare & Social Assistance (16,916 peers)
+7.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Woodlands 401(k) Profit Sharing Plan's outsized position by total assets

Woodlands 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,711,656 Top 19% higher than 81% 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

Woodlands 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. Woodlands 401(k) Profit Sharing Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Woodlands 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Woodlands 401(k) Profit Sharing Plan reported participants rose from 224 in the plan year 2023 filing to 262 in the plan year 2024 filing.
  • Woodlands 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261802830 · Woodlands Medical Specialists PA PY 2024 · 401(k)

Woodlands 401(k) Profit Sharing Plan · $38M · 262 · 81st

  • TYPE $38M
  • TYPE 262
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near Employee Owned Holdings, Inc. 401(k) Ps Plan
  • TYPE ind #14114

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 →

Woodlands 401(k) Profit Sharing Plan in the asset neighbourhood

Woodlands 401(k) Profit Sharing PlanWoodlands 401(k) Profit Shar…$38MEmployee Owned Holdings, Inc. 401(k) Ps PlanEmployee Owned Holdings, Inc…$38MPats Aircraft, LLC 401(k) PlanPats Aircraft, LLC 401(k) Pl…$38MNephrology Associates, P.C. Retirement PlanNephrology Associates, P.C. …$38MSafe Federal Credit Union 401(k) PlanSafe Federal Credit Union 40…$38M
End-of-year total assets ($M) among Woodlands 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)$35M
Net Assets (End of Year)$38M
Net Income$3M
Employer EIN261802830
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodlands Medical Specialists PA)

Sponsor-wide plan assets over time

All Woodlands Medical Specialists PA plans reported in each filing year

Latest sponsor-wide plan assets
$38M 32.4286906678534% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.5M $37.7M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 205 $28M
2023 1 224 $36M
2024 1 262 $38M

Nearby 401(k) Plans in Florida

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

Woodlands 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 ($B) Participants Woodlands 401(k) Profit Sharing Plan, Total assets ($B): 0.037711656 · Participants: 262Woodlands 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
Woodlands 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Woodlands 401(k) Profit Sharing Plan side-by-side with 3 peers →

Woodlands 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 Employee Owned Holdings, Inc. 401(k) Ps Plan in TX ($38M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Woodlands 401(k) Profit Sharing Plan assets move in 2024? ▼
Woodlands 401(k) Profit Sharing Plan grew at a solid clip - up 7.4% during 2024, from $35M to $38M. Reported net income was $3M.
How have Woodlands Medical Specialists PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodlands Medical Specialists PA's sponsor-wide assets grew 32.4%, from $28M to $38M.
Where does Woodlands 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Woodlands 401(k) Profit Sharing Plan ranks in the 81st 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 Woodlands 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Owned Holdings, Inc. 401(k) Ps Plan in TX ($38M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Woodlands 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261802830.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.