Defined Benefit (Pension) · DOL Form 5500 · 2024
West Florida Medical Associates, P.a. Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $87,896
- Avg per participant Below avg balance/head
Official DOL plan name: West Florida Medical Associates, P.a. Cash Balance Pension Plan · Sponsored by West Florida Medical Associates, P.a. · Florida · Healthcare & Social Assistance
$9M in assets, 105 participants
West Florida Medical Associates, P.a.'s West Florida Medical Associates, P.a. Cash Balance Pension Plan reported $9M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,042 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
West Florida Medical Associates, P.a. Cash Balance Pension Plan covers 105 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $9M.
- #10,042
- in Healthcare & Social Assistance (16,916 peers)
- +7.9%
- assets growth YoY
West Florida Medical Associates, P.a. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
West Florida Medical Associates, P.a. Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,229,098 Top 46% higher than 54% 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
West Florida Medical Associates, P.a. Cash Balance Pension 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. West Florida Medical Associates, P.a. Cash Balance Pension Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Florida Medical Associates, P.a. Cash Balance Pension Plan reported net income fell from $2M in the plan year 2023 filing to $679K in the plan year 2024 filing.
- West Florida Medical Associates, P.a. Cash Balance Pension Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- West Florida Medical Associates, P.a. Cash Balance Pension Plan reported participants fell from 113 in the plan year 2023 filing to 105 in the plan year 2024 filing.
DOL schedule card
Filing strip 593411454 · West Florida Medical Associates, P.a. PY 2024 · Defined Benefit (Pension)
West Florida Medical Associates, P.a. Cash Balance Pension Plan · $9M · 105 · 54th
- IND $9M
- EOY 105
- 5500 54th
- ASSETS Defined Benefit (Pension)
- PCT near Nachi Machining Technology Company Salaried Employees' Pension Plan
- EIN ind #10042
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 →
West Florida Medical Associates, P.a. Cash Balance Pension Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $679K |
| Employer EIN | 593411454 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Florida Medical Associates, P.a.)
Sponsor-wide plan assets over time
All West Florida Medical Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 33.918991388040844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 230 | $30M |
| 2023 | 2 | 258 | $35M |
| 2024 | 2 | 248 | $41M |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
West Florida Medical Associates, P.a. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Nachi Machining Technology Company Salaried Employees' Pension Plan in IN ($9M); by covered participants it is Local 1102 Retirement Trust in NY (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Local 1102 Retirement Trust (NY) 105 · 0 off
- The California Endowment Cash Balance Plan (CA) 105 · 0 off
- Minneapolis Clinic Employees' Pension Plan (MN) 105 · 0 off
- Trimas Corporation Union Employees Pension Plan (MI) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.