401(k) · DOL Form 5500 · 2024

Premier Properties of Southwest Florida, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
140
Participants Small participant base
52nd
Percentile by assets National rank
$59,846
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Premier Sotheby's 401(k) Retirement Plan · Sponsored by Premier Properties of Southwest Florida, LLC · Florida · Real Estate

$8M in assets, 140 participants

Premier Properties of Southwest Florida, LLC's Premier Sotheby's 401(k) Retirement Plan reported $8M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,237 in Real Estate (4,605 peers)

Coverage in Florida

Premier Sotheby's 401(k) Retirement Plan covers 140 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#3,237
in Real Estate (4,605 peers)
$407K
reported net income

Premier Sotheby's 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Premier Sotheby's 401(k) Retirement Plan vs every filed plan by assets

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

$8,378,375 Top 48% higher than 52% 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

Premier Sotheby's 401(k) Retirement 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. Premier Sotheby's 401(k) Retirement Plan sits mid-pack in the medium band (140 participants).

Form 5500 schedule snapshot

Filing strip 592258867 · Premier Properties of Southwest Florida, LLC PY 2024 · 401(k)

Premier Sotheby's 401(k) Retirement Plan · $8M · 140 · 52nd

  • IND $8M
  • EOY 140
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Grin Technologies Inc. 401(k) Plan
  • EIN ind #3237

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 Real Estate retirement plans → · Plans in Florida →

Premier Sotheby's 401(k) Retirement Plan in the asset neighbourhood

Premier Sotheby's 401(k) Retirement PlanPremier Sotheby's 401(k) Ret…$8MGrin Technologies Inc. 401(k) PlanGrin Technologies Inc. 401(k…$8MEmpi, Inc 401(k) Plan$8MGul G. Chablani, M.D., P.C. 401(k) Safe Harbor PlanGul G. Chablani, M.D., P.C. …$8MDevelopmental Services Center 401(k) PlanDevelopmental Services Cente…$8M
End-of-year total assets ($M) among Premier Sotheby's 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$8M
Net Income$407K
Employer EIN592258867
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Premier Sotheby's 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Premier Sotheby's 401(k) Retirement Plan, Total assets ($B): 0.008378375 · Participants: 140Premier Sotheby's 401(k) Retirement 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
Premier Sotheby's 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Premier Sotheby's 401(k) Retirement Plan side-by-side with 3 peers →

Premier Sotheby's 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Grin Technologies Inc. 401(k) Plan in CA ($8M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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

Which 401(k) plans are similar in size to Premier Sotheby's 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grin Technologies Inc. 401(k) Plan in CA ($8M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Premier Sotheby's 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 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 592258867.

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.