401(k) · DOL Form 5500 · 2024

West Florida Medical Associates P.a. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
143
Participants Small participant base
78th
Percentile by assets National rank
$219,830
Avg per participant Above avg balance/head
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Official DOL plan name: West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust · Sponsored by West Florida Medical Associates P.a. · Florida · Healthcare & Social Assistance

$31M in assets, 143 participants

West Florida Medical Associates P.a.'s West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust reported $31M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,763 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust covers 143 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $31M.

#13,763
in Healthcare & Social Assistance (16,916 peers)
+17.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$31,435,693 Top 22% higher than 78% 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

West Florida Medical Associates, P.a. 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. West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust reported participants fell from 145 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 593411454 · West Florida Medical Associates P.a. PY 2024 · 401(k)

West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust · $31M · 143 · 78th

  • EBSA $31M
  • EBSA 143
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Profit Sharing Plan for River Valley Bancorporation, Inc. and Related Employers
  • EBSA ind #13763

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. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and TrustWest Florida Medical Associa…$31MCable Dahmer Chevrolet Inc 401(k) PlanCable Dahmer Chevrolet Inc 4…$31MProfit Sharing Plan for River Valley Bancorporation, Inc. and Related EmployersProfit Sharing Plan for Rive…$31MHino Motors Sales, U.S.a., Inc. Savings PlanHino Motors Sales, U.S.a., I…$31MCharter Brokerage, LLC 401(k) Profit Sharing PlanCharter Brokerage, LLC 401(k…$31M
End-of-year total assets ($M) among West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN593411454
Plan Effective Date2001-01-01
Filing StatusFILING 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
$25M$30M$35M$40M$45M 202220232024 $30.4M $40.7M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 230 $30M
2023 2 258 $35M
2024 2 248 $41M

Nearby 401(k) Plans in Florida

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

West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.031435693 · Participants: 143West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and TrustL3harris 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
West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

West Florida Medical Associates, P.a. 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 Profit Sharing Plan for River Valley Bancorporation, Inc. and Related Employers in WI ($31M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust grew sharply - up 17.0% during 2024, from $27M to $31M. Reported net income was $5M.
How have West Florida Medical Associates P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Florida Medical Associates P.a.'s sponsor-wide assets grew 33.9%, from $30M to $41M.
Where does West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust ranks in the 78th 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 West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan for River Valley Bancorporation, Inc. and Related Employers in WI ($31M, 240 participants).
Which 401(k) plans cover a similar participant headcount to West Florida Medical Associates, P.a. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 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 593411454.

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.