401(k) · DOL Form 5500 · 2024

Ohi West Medical Group II LLC 401(k) Plan

Data updated 2026-08-11

$314M
Total assets
1,835
Participants
96th
Percentile by assets
$171,119
Avg per participant
PlainRetire home → About this data

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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$314M
total plan assets (2024 EOY)
1,835
covered participants
96th
percentile by assets (of 123,622 plans)
$171,119
avg assets per participant

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 →

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Florida Medical Clinic, LLC 401(k) Plan and Trust reports 1,835 participants - 2.9x that state average ($314M EOY assets).

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)

$260M$280M$300M$320M 20232024 $269M $314M ▲ +16.6%
Total plan assets by year, all Ohi West Medical Group II LLC plans on file
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

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 Clin…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Florida Medical Clinic, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Florida Medical Clinic, LLC 401(k) Plan and Trust by total assets, not by location.

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).

Next read for Florida Medical Clinic, LLC 401(k) Plan …

Filing takeaways

Ways to act on Florida Medical Clinic, LLC 401(k) Plan and Trust's numbers.