401(k) · DOL Form 5500 · 2024
Family Health Centers of South 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 548
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $54,063
- Avg per participant Low balance/head
Official DOL plan name: 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. · Sponsored by Family Health Centers of South · Florida · Healthcare & Social Assistance
$30M in assets, 548 participants
Family Health Centers of South's 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. reported $30M in total assets and 548 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,620 in Healthcare & Social Assistance (16,916 peers)
Where 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. sits by assets
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. sits in the top quartile of all filed plans by assets, $30M for 548 participants (~$54,063/participant), up 24.2% in 2024.
- #13,620
- in Healthcare & Social Assistance (16,916 peers)
- +24.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc.'s outsized position by total assets
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,626,685 Top 23% higher than 77% 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
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. 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. 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. sits mid-pack in the medium band (548 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. end-of-year assets rose from $24M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- 401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. reported participants fell from 603 in the plan year 2023 filing to 548 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 591741273 · Family Health Centers of South PY 2024 · 401(k)
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. · $30M · 548 · 77th
- EOY $30M
- EOY 548
- EOY 77th
- EOY 401(k)
- EOY near Atlas Sp Partners LP 401(k) Plan
- EOY ind #13620
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 →
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc. in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $6M |
| Employer EIN | 591741273 |
| Plan Effective Date | 2011-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Health Centers of South)
Sponsor-wide plan assets over time
All Family Health Centers of South plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 45.13607802137674% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 890 | $36M |
| 2023 | 2 | 1,227 | $44M |
| 2024 | 2 | 1,199 | $53M |
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
401(a) Profit-Sharing Plan for Employees of Family Health Centers of Southwest Florida, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Atlas Sp Partners LP 401(k) Plan in NY ($30M); by covered participants it is Efi 401(k) Savings Plan in NH (548 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Atlas Sp Partners LP 401(k) Plan (NY) $30M · N/A
- Cascade Designs, Inc. 401(k) Savings & Investment Plan (WA) $30M · 255
- Bldg Management Co., Inc. 401(k) Plan (NY) $30M · 141
- Manna, Inc. 401(k) Plan (KY) $30M · 835
Similar participant headcount
Nearest other-state filings by covered participants (548 participants); asset peers above are excluded.
- Efi 401(k) Savings Plan (NH) 548 · 0 off
- Legacy 401(k) Retirement Plan (GA) 548 · 0 off
- Otf Fitness Partners Houston LLC 401(k) Profit Sharing Plan and Trust (TX) 548 · 0 off
- Bastion Technologies 401(k) Plan (TX) 548 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.