401(k) · DOL Form 5500 · 2024

James G. Houle, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$831K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$415,318
Avg per participant High balance/head
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Official DOL plan name: James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan · Sponsored by James G. Houle, M.D., P.a. · Florida · Healthcare & Social Assistance

$831K in assets, 2 participants

James G. Houle, M.D., P.a.'s James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan reported $831K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,917 in Healthcare & Social Assistance (16,916 peers)

James G. Houle, M.D., P.a. multi-year trail

James G. Houle, M.D., P.a.'s plans moved -53.3% in assets from 2022 to 2024; this filing shows James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan at $831K / 2 participants.

#2,917
in Healthcare & Social Assistance (16,916 peers)
-55.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan among the smaller filed plans by assets

James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$830,636 22nd percentile higher than 22% 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

James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan reported net income fell from $72K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $831K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650584752 · James G. Houle, M.D., P.a. PY 2024 · 401(k)

James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan · $831K · 2 · 22nd

  • NET $831K
  • NET 2
  • NET 22nd
  • NET 401(k)
  • NET near Kvi Associates, Inc. Savings and Retirement Plan
  • NET ind #2917

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 →

James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

James G. Houle, M.D., P.a. 401(k) Profit Sharing PlanJames G. Houle, M.D., P.a. 4…$831KKvi Associates, Inc. Savings and Retirement PlanKvi Associates, Inc. Savings…$831KDinatco, Inc. 401(k) Profit Sharing PlanDinatco, Inc. 401(k) Profit …$830KDma Services, Inc. 401(k) PlanDma Services, Inc. 401(k) Pl…$831KA-Zoom Delivery Service 401(k) PlanA-Zoom Delivery Service 401(…$831K
End-of-year total assets ($M) among James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

James G. Houle, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All James G. Houle, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$831K 53.33576400807404% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.78M $0.83M ▼ -53.4%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 2 $2M
2024 1 2 $831K

James G. Houle, M.D., P.a. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$831K
Net Income-$1M
Employer EIN650584752
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.000830636 · Participants: 2James G. Houle, M.D., P.a. 401(k) 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
James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kvi Associates, Inc. Savings and Retirement Plan in NE ($831K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($831K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan contracted severely - down 55.1% during 2024, from $2M to $831K. Reported net income was -$1M.
How have James G. Houle, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James G. Houle, M.D., P.a.'s sponsor-wide assets declined 53.3%, from $2M to $831K.
Where does James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kvi Associates, Inc. Savings and Retirement Plan in NE ($831K, 4 participants).
Which 401(k) plans cover a similar participant headcount to James G. Houle, M.D., P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 650584752.

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.