401(k) · DOL Form 5500 · 2024

Ohi West Medical Group II LLC 401(k) Plan

Data updated 2026-08-25

$314M
Total assets Above avg plan size
1,835
Participants Near avg headcount
96th
Percentile by assets National rank
$171,119
Avg per participant Above avg balance/head
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Official DOL plan name: Florida Medical Clinic, LLC 401(k) Plan and Trust · Sponsored by Ohi West Medical Group II LLC · Florida · Healthcare & Social Assistance

$314M in assets, 1,835 participants

Ohi West Medical Group II LLC's Florida Medical Clinic, LLC 401(k) Plan and Trust reported $314M in total assets and 1,835 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,265 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Florida Medical Clinic, LLC 401(k) Plan and Trust covers 1,835 participants in Florida, 2.9x the typical Florida plan (state average ~628 per filing). Assets: $314M.

#16,265
in Healthcare & Social Assistance (16,916 peers)
+16.6%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Florida Medical Clinic, LLC 401(k) Plan and Trust's outsized position by total assets

Florida Medical Clinic, LLC 401(k) Plan and Trust vs every filed plan by assets

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

$314,002,593 Top 4% higher than 96% 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

Florida Medical Clinic, LLC 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Medical Clinic, LLC 401(k) Plan and Trust lands in the large band (1,835 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Florida Medical Clinic, LLC 401(k) Plan and Trust end-of-year assets rose from $269M in the plan year 2023 filing to $314M in the plan year 2024 filing.
  • Florida Medical Clinic, LLC 401(k) Plan and Trust reported net income rose from $41M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Florida Medical Clinic, LLC 401(k) Plan and Trust reported participants rose from 1,796 in the plan year 2023 filing to 1,835 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 923479126 · Ohi West Medical Group II LLC PY 2024 · 401(k)

Florida Medical Clinic, LLC 401(k) Plan and Trust · $314M · 1,835 · 96th

  • ASSETS $314M
  • PCT 1,835
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Riverside Health System 401(k) Savings Plan
  • IND ind #16265

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 →

Florida Medical Clinic, LLC 401(k) Plan and Trust in the asset neighbourhood

Kao America Inc. 401(k) Savings PlanKao America Inc. 401(k) Savi…$314MWind River Systems, Inc. 401(k) PlanWind River Systems, Inc. 401…$314MFlorida Medical Clinic, LLC 401(k) Plan and TrustFlorida Medical Clinic, LLC …$314MRiverside Health System 401(k) Savings PlanRiverside Health System 401(…$314MHampton Lumber Retirement PlanHampton Lumber Retirement Pl…$314M
End-of-year total assets ($M) among Florida Medical Clinic, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$269M
Net Assets (End of Year)$314M
Net Income$45M
Employer EIN923479126
Plan Effective Date1993-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohi West Medical Group II LLC)

Sponsor-wide plan assets over time

All Ohi West Medical Group II LLC plans reported in each filing year

Latest sponsor-wide plan assets
$314M 16.59188132803012% vs 2023
2024 filing year
$260M$280M$300M$320M 20232024 $269M $314M ▲ +16.6%
Year Plans Participants Total Assets
2023 1 1,796 $269M
2024 1 1,835 $314M

Nearby 401(k) Plans in Florida

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

Florida Medical Clinic, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Florida Medical Clinic, LLC 401(k) Plan and Trust, Total assets ($B): 0.314002593 · Participants: 1835Florida Medical Clinic, LLC 401(k) Plan and TrustL3harris 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
Florida Medical Clinic, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Florida Medical Clinic, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Florida Medical Clinic, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Riverside Health System 401(k) Savings Plan in VA ($314M); by covered participants it is Diamond Peo, LLC 401(k) Profit Sharing Plan & Trust in CA (1,835 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($314M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,835 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 Florida Medical Clinic, LLC 401(k) Plan and Trust assets move in 2024? ▼
Florida Medical Clinic, LLC 401(k) Plan and Trust grew sharply - up 16.6% during 2024, from $269M to $314M. Reported net income was $45M.
How have Ohi West Medical Group II LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ohi West Medical Group II LLC's sponsor-wide assets grew 16.6%, from $269M to $314M.
Where does Florida Medical Clinic, LLC 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Florida Medical Clinic, LLC 401(k) Plan and Trust ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Florida Medical Clinic, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Riverside Health System 401(k) Savings Plan in VA ($314M, 7,888 participants).
Which 401(k) plans cover a similar participant headcount to Florida Medical Clinic, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Diamond Peo, LLC 401(k) Profit Sharing Plan & Trust in CA (1,835 participants, $248K 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 923479126.

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.