How big is Daniel J. Caruso, M.D., P.A.'s plan?

Daniel J. Caruso, M.D., P.A.'s plan reported $2.8M in assets and 8 participants for 2024.

Original filing (PDF)20250818210708NAL0003160226001

Daniel J. Caruso, M.D., P.A.

Name: Daniel J. Caruso, M.D., P.A. — Daniel J. Caruso, Form 5500 (2024)
Creator: Daniel J. Caruso, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel J. Caruso, M.D., P.A. 401(k) Plan

401(k) retirement plan · Daniel J. Caruso, M.D., P.A.'s Daniel J. Caruso, M.D., P.A. 401(k) Plan held $2.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Rocio Caruso signed Daniel J. Caruso, M.D., P.A.'s 2024 Form 5500 as plan administrator.

Rocio Caruso — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Daniel J. Caruso, M.D., P.A.'s EIN is 80-0626861.

EIN 80-0626861

Plan number 001

Plan year 2024

ACK ID 20250818210708NAL0003160226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel J. Caruso, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel J. Caruso, M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL J. CARUSO, M.D., P.A..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

DANIEL J. CARUSO, M.D., P.A.

EIN

all filings

Address

221 GREENWICH CIRCLE · SUITE 107 · JUPITER, FL · 33458

Phone

(561) 746-9227

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator