401(k) · DOL Form 5500 · 2024

Family Health Centers of South 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
651
Participants Below avg headcount
73rd
Percentile by assets National rank
$35,512
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Health Centers of Southwest Florida, Inc. · Sponsored by Family Health Centers of South · Florida · Healthcare & Social Assistance

$23M in assets, 651 participants

Family Health Centers of South's Family Health Centers of Southwest Florida, Inc. reported $23M in total assets and 651 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,039 in Healthcare & Social Assistance (16,916 peers)

Family Health Centers of South multi-year trail

Family Health Centers of South's plans moved +45.1% in assets from 2022 to 2024; this filing shows Family Health Centers of Southwest Florida, Inc. at $23M / 651 participants.

#13,039
in Healthcare & Social Assistance (16,916 peers)
+15.5%
assets growth YoY

Family Health Centers of Southwest Florida, Inc.'s outsized position by total assets

Family Health Centers of Southwest Florida, Inc. vs every filed plan by assets

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

$23,118,429 Top 27% higher than 73% 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

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. Family Health Centers of Southwest Florida, Inc. sits mid-pack in the medium band (651 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Family Health Centers of Southwest Florida, Inc. end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Family Health Centers of Southwest Florida, Inc. reported participants rose from 624 in the plan year 2023 filing to 651 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 591741273 · Family Health Centers of South PY 2024 · 401(k)

Family Health Centers of Southwest Florida, Inc. · $23M · 651 · 73rd

  • ASSETS $23M
  • ASSETS 651
  • ASSETS 73rd
  • ASSETS 401(k)
  • ASSETS near Ozinga Ready Mix Concrete, Inc. 401(k) Savings Plan
  • ASSETS ind #13039

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 →

Family Health Centers of Southwest Florida, Inc. in the asset neighbourhood

Family Health Centers of Southwest Florida, Inc.Family Health Centers of Sou…$23MOzinga Ready Mix Concrete, Inc. 401(k) Savings PlanOzinga Ready Mix Concrete, I…$23MLightspeed Systems 401(k) Profit Sharing PlanLightspeed Systems 401(k) Pr…$23MCampbell's Auto Express, Inc. 401(k) PlanCampbell's Auto Express, Inc…$23MHmtx Industries LLC 401(k) PlanHmtx Industries LLC 401(k) P…$23M
End-of-year total assets ($M) among Family Health Centers of Southwest Florida, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Family Health Centers of South multi-year asset trail

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
$30M$35M$40M$45M$50M$55M 202220232024 $36.3M $52.8M ▲ +45.2%
Year Plans Participants Total Assets
2022 2 890 $36M
2023 2 1,227 $44M
2024 2 1,199 $53M

Family Health Centers of South filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN591741273
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Family Health Centers of Southwest Florida, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Family Health Centers of Southwest Florida, Inc., Total assets ($B): 0.023118429 · Participants: 651Family Health Centers of Southwest Florida, Inc.L3harris 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
Family Health Centers of Southwest Florida, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants

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 Ozinga Ready Mix Concrete, Inc. 401(k) Savings Plan in IL ($23M); by covered participants it is People Incorporated Retirement Savings Plan in MN (651 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (651 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 Family Health Centers of Southwest Florida, Inc. assets move in 2024?
Family Health Centers of Southwest Florida, Inc. grew sharply - up 15.5% during 2024, from $20M to $23M. Reported net income was $3M.
How have Family Health Centers of South plan assets changed over time?
Across 3 plan years on file (2022-2024), Family Health Centers of South's sponsor-wide assets grew 45.1%, from $36M to $53M.
Which 401(k) plans are similar in size to Family Health Centers of Southwest Florida, Inc.?
Among 401(k) plans in other states, the closest by assets is Ozinga Ready Mix Concrete, Inc. 401(k) Savings Plan in IL ($23M, 698 participants).
Which 401(k) plans cover a similar participant headcount to Family Health Centers of Southwest Florida, Inc.?
Among 401(k) plans in other states, the closest by covered participants is People Incorporated Retirement Savings Plan in MN (651 participants, $17M in assets).