401(k) · DOL Form 5500 · 2024

Associatesmd Medical Group, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
249
Participants Below avg headcount
37th
Percentile by assets National rank
$14,953
Avg per participant Low balance/head
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Official DOL plan name: Associatesmd Medical Group 401(k) Plan · Sponsored by Associatesmd Medical Group, Inc · Florida · Healthcare & Social Assistance

$4M in assets, 249 participants

Associatesmd Medical Group, Inc's Associatesmd Medical Group 401(k) Plan reported $4M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,493 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Associatesmd Medical Group 401(k) Plan covers 249 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#6,493
in Healthcare & Social Assistance (16,916 peers)
+8.1%
assets growth YoY

Associatesmd Medical Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Associatesmd Medical Group 401(k) Plan vs every filed plan by assets

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

$3,723,283 37th percentile higher than 37% 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

Associatesmd Medical Group 401(k) 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. Associatesmd Medical Group 401(k) Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associatesmd Medical Group 401(k) Plan reported net income fell from $770K in the plan year 2023 filing to $278K in the plan year 2024 filing.
  • Associatesmd Medical Group 401(k) Plan reported participants fell from 301 in the plan year 2023 filing to 249 in the plan year 2024 filing.
  • Associatesmd Medical Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 843548530 · Associatesmd Medical Group, Inc PY 2024 · 401(k)

Associatesmd Medical Group 401(k) Plan · $4M · 249 · 37th

  • EIN $4M
  • RANK 249
  • PHOTO 37th
  • IND 401(k)
  • EOY near Lighthouse Louisiana Savings Plan
  • 5500 ind #6493

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 →

Associatesmd Medical Group 401(k) Plan in the asset neighbourhood

Associatesmd Medical Group 401(k) PlanAssociatesmd Medical Group 4…$4MLighthouse Louisiana Savings PlanLighthouse Louisiana Savings…$4MResearch to Prevent Blindness, Inc. Retirement PlanResearch to Prevent Blindnes…$4MHorizon Group, Inc. 401(k) Profit Sharing Plan & TrustHorizon Group, Inc. 401(k) P…$4MWeigand-Omega Management, Inc. 401(k) Retirement PlanWeigand-Omega Management, In…$4M
End-of-year total assets ($M) among Associatesmd Medical Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$278K
Employer EIN843548530
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associatesmd Medical Group, Inc)

Sponsor-wide plan assets over time

All Associatesmd Medical Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.19137565057583% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.67M $3.72M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 296 $3M
2023 1 301 $3M
2024 1 249 $4M

Nearby 401(k) Plans in Florida

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

Associatesmd Medical Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Associatesmd Medical Group 401(k) Plan, Total assets ($B): 0.003723283 · Participants: 249Associatesmd Medical Group 401(k) 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
Associatesmd Medical Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Associatesmd Medical Group 401(k) Plan side-by-side with 3 peers →

Associatesmd Medical Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lighthouse Louisiana Savings Plan in LA ($4M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Associatesmd Medical Group 401(k) Plan assets move in 2024? ▼
Associatesmd Medical Group 401(k) Plan grew at a solid clip - up 8.1% during 2024, from $3M to $4M. Reported net income was $278K.
How have Associatesmd Medical Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associatesmd Medical Group, Inc's sponsor-wide assets grew 39.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Associatesmd Medical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lighthouse Louisiana Savings Plan in LA ($4M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Associatesmd Medical Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Treeline Inc. 401(k) Plan in CA (249 participants, $29K 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 843548530.

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.