401(k) · DOL Form 5500 · 2024

Orthopedic Specialists of Sw Florida, P.a. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
130
Participants Small participant base
79th
Percentile by assets National rank
$267,301
Avg per participant High balance/head
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Official DOL plan name: Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan · Sponsored by Orthopedic Specialists of Sw Florida, P.a. · Florida · Healthcare & Social Assistance

$35M in assets, 130 participants

Orthopedic Specialists of Sw Florida, P.a.'s Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan reported $35M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,963 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan covers 130 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $35M.

#13,963
in Healthcare & Social Assistance (16,916 peers)
+15.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan's outsized position by total assets

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,749,159 Top 21% higher than 79% 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

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing 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. Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan reported participants rose from 107 in the plan year 2023 filing to 130 in the plan year 2024 filing.
  • Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 651011457 · Orthopedic Specialists of Sw Florida, P.a. PY 2024 · 401(k)

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan · $35M · 130 · 79th

  • PART $35M
  • TYPE 130
  • NET 79th
  • BOOK 401(k)
  • VS-ST near United Energy Trading LLC 401(k) Profit Sharing Plan
  • BOY ind #13963

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 →

Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Pacific Service Credit Union 401(k) PlanPacific Service Credit Union…$35MGrw Tax Deferred Savings & Profit Sharing Retirement PlanGrw Tax Deferred Savings & P…$35MOrthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing PlanOrthopedic Specialists of Sw…$35MUnited Energy Trading LLC 401(k) Profit Sharing PlanUnited Energy Trading LLC 40…$35MGryphon Investors 401(k) Retirement PlanGryphon Investors 401(k) Ret…$35M
End-of-year total assets ($M) among Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN651011457
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Specialists of Sw Florida, P.a.)

Sponsor-wide plan assets over time

All Orthopedic Specialists of Sw Florida, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 39.79123172773754% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.9M $34.8M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 128 $25M
2023 1 107 $30M
2024 1 130 $35M

Nearby 401(k) Plans in Florida

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

Orthopedic Specialists of Sw Florida, 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 ($B) Participants Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.034749159 · Participants: 130Orthopedic Specialists of Sw Florida, 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
Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Specialists of Sw Florida, 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 United Energy Trading LLC 401(k) Profit Sharing Plan in ND ($35M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan grew sharply - up 15.1% during 2024, from $30M to $35M. Reported net income was $5M.
How have Orthopedic Specialists of Sw Florida, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Specialists of Sw Florida, P.a.'s sponsor-wide assets grew 39.8%, from $25M to $35M.
Where does Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan ranks in the 79th 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 Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Energy Trading LLC 401(k) Profit Sharing Plan in ND ($35M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 651011457.

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.