401(k) · DOL Form 5500 · 2024

North Florida Surgeons, P.a. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
792
Participants Near avg headcount
89th
Percentile by assets National rank
$109,762
Avg per participant Below avg balance/head
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Official DOL plan name: North Florida Surgeons, P.a. Profit Sharing Plan · Sponsored by North Florida Surgeons, P.a. · Florida · Healthcare & Social Assistance

$87M in assets, 792 participants

North Florida Surgeons, P.a.'s North Florida Surgeons, P.a. Profit Sharing Plan reported $87M in total assets and 792 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,350 in Healthcare & Social Assistance (16,916 peers)

Where North Florida Surgeons, P.a. Profit Sharing Plan sits by assets

North Florida Surgeons, P.a. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $87M for 792 participants (~$109,762/participant), up 24.7% in 2024.

#15,350
in Healthcare & Social Assistance (16,916 peers)
+24.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

North Florida Surgeons, P.a. Profit Sharing Plan's outsized position by total assets

North Florida Surgeons, P.a. Profit Sharing Plan vs every filed plan by assets

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

$86,931,525 Top 11% higher than 89% 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

North Florida Surgeons, P.a. Profit Sharing Plan 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. North Florida Surgeons, P.a. Profit Sharing Plan sits mid-pack in the medium band (792 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Florida Surgeons, P.a. Profit Sharing Plan reported participants rose from 585 in the plan year 2023 filing to 792 in the plan year 2024 filing.
  • North Florida Surgeons, P.a. Profit Sharing Plan end-of-year assets rose from $70M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • North Florida Surgeons, P.a. Profit Sharing Plan reported net income fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 593366100 · North Florida Surgeons, P.a. PY 2024 · 401(k)

North Florida Surgeons, P.a. Profit Sharing Plan · $87M · 792 · 89th

  • EIN $87M
  • EIN 792
  • EIN 89th
  • EIN 401(k)
  • EIN near First Advantage Corporation 401(k) Plan
  • EIN ind #15350

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 →

North Florida Surgeons, P.a. Profit Sharing Plan in the asset neighbourhood

Private Client Select Insurance Services LLC 401(k) RetirementPrivate Client Select Insura…$87MUltimus Fund Solutions, LLC Retirement & Profit Sharing PlanUltimus Fund Solutions, LLC …$87MNorth Florida Surgeons, P.a. Profit Sharing PlanNorth Florida Surgeons, P.a.…$87MFirst Advantage Corporation 401(k) PlanFirst Advantage Corporation …$87MPediatric Associates, Inc. P.S. 401(k) Profit Sharing Plan and TrustPediatric Associates, Inc. P…$87M
End-of-year total assets ($M) among North Florida Surgeons, P.a. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$87M
Net Income$17M
Employer EIN593366100
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Florida Surgeons, P.a.)

Sponsor-wide plan assets over time

All North Florida Surgeons, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 67.20245332646455% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $52M $86.9M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 454 $52M
2023 1 585 $70M
2024 1 792 $87M

Nearby 401(k) Plans in Florida

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

North Florida Surgeons, P.a. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants North Florida Surgeons, P.a. Profit Sharing Plan, Total assets ($B): 0.086931525 · Participants: 792North Florida Surgeons, P.a. Profit Sharing PlanL3harris 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
North Florida Surgeons, P.a. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

North Florida Surgeons, P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is First Advantage Corporation 401(k) Plan in GA ($87M); by covered participants it is Upwork Retirement Savings Plan in CA (792 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (792 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 North Florida Surgeons, P.a. Profit Sharing Plan assets move in 2024?
North Florida Surgeons, P.a. Profit Sharing Plan grew sharply - up 24.7% during 2024, from $70M to $87M. Reported net income was $17M.
How have North Florida Surgeons, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), North Florida Surgeons, P.a.'s sponsor-wide assets grew 67.2%, from $52M to $87M.
Where does North Florida Surgeons, P.a. Profit Sharing Plan rank by assets among Form 5500 filers?
North Florida Surgeons, P.a. Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to North Florida Surgeons, P.a. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is First Advantage Corporation 401(k) Plan in GA ($87M, 1,046 participants).
Which 401(k) plans cover a similar participant headcount to North Florida Surgeons, P.a. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Upwork Retirement Savings Plan in CA (792 participants, $122M in assets).