401(k) · DOL Form 5500 · 2024
Physicians Primary Care of Southwest Florida, P.L. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 211
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $141,380
- Avg per participant Near avg balance/head
Official DOL plan name: Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · Sponsored by Physicians Primary Care of Southwest Florida, P.L. · Florida · Healthcare & Social Assistance
$30M in assets, 211 participants
Physicians Primary Care of Southwest Florida, P.L.'s Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust reported $30M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,634 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust covers 211 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $30M.
- #13,634
- in Healthcare & Social Assistance (16,916 peers)
- +9.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,831,188 Top 23% higher than 77% 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
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and 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. Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (211 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust reported participants fell from 215 in the plan year 2023 filing to 211 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 650603006 · Physicians Primary Care of Southwest Florida, P.L. PY 2024 · 401(k)
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust · $30M · 211 · 77th
- SCH $30M
- SCH 211
- SCH 77th
- SCH 401(k)
- SCH near Hines Precision 401(k) Retirement Plan
- SCH ind #13634
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 →
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 650603006 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Physicians Primary Care of Southwest Florida, P.L.)
Sponsor-wide plan assets over time
All Physicians Primary Care of Southwest Florida, P.L. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 16.645521027518917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $26M |
| 2023 | 1 | 215 | $27M |
| 2024 | 1 | 211 | $30M |
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
Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Hines Precision 401(k) Retirement Plan in KY ($30M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
- Greater Texas Federal Credit Union 401(k) Plan (TX) 211 · 0 off
- Variscale Services & Engineering, Inc. 401(k) Profit Sharing Plan (NJ) 211 · 0 off
- Bader Rutter Retirement Plan (WI) 211 · 0 off
- Wfp US LLC 401(k) Plan (WA) 211 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.