401(k) · DOL Form 5500 · 2024
South Florida Surgical Special 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $100,240
- Avg per participant Below avg balance/head
Official DOL plan name: South Florida Surgical Special 401(k) Profit Sharing Plan & Trust · Sponsored by South Florida Surgical Special · Florida · Healthcare & Social Assistance
$17M in assets, 174 participants
South Florida Surgical Special's South Florida Surgical Special 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,244 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust covers 174 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $17M.
- #12,244
- in Healthcare & Social Assistance (16,916 peers)
- +26.9%
- assets growth YoY
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust's outsized position by total assets
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,441,836 Top 32% higher than 68% 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
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust 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. South Florida Surgical Special 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Florida Surgical Special 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- South Florida Surgical Special 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- South Florida Surgical Special 401(k) Profit Sharing Plan & Trust reported participants rose from 150 in the plan year 2023 filing to 174 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 201759480 · South Florida Surgical Special PY 2024 · 401(k)
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust · $17M · 174 · 68th
- RANK $17M
- RANK 174
- RANK 68th
- RANK 401(k)
- RANK near Associated Credit Union of Texas 401(k) Plan and Trust
- RANK ind #12244
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 →
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| Employer EIN | 201759480 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Florida Surgical Special)
Sponsor-wide plan assets over time
All South Florida Surgical Special plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 42.76025897455394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $12M |
| 2023 | 1 | 150 | $14M |
| 2024 | 1 | 174 | $17M |
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
South Florida Surgical Special 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Associated Credit Union of Texas 401(k) Plan and Trust in TX ($17M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (174 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.