Other · DOL Form 5500 · 2022

Bay Village of Sarasota Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
134
Participants Small participant base
41st
Percentile by assets National rank
$22,463
Avg per participant Low balance/head
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Official DOL plan name: Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan · Sponsored by Bay Village of Sarasota Inc. · Florida · Healthcare & Social Assistance

$3M in assets, 134 participants

Bay Village of Sarasota Inc.'s Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan reported $3M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,833 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan covers 134 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#8,833
in Healthcare & Social Assistance (20,060 peers)
-13.9%
assets change YoY

The plan reported a net loss of $485K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,009,975 41st percentile higher than 41% of 139,123 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 2022

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan sits mid-pack in the medium band (134 participants).

Published 5500 schedule card

Filing strip 591453706 · Bay Village of Sarasota Inc. PY 2022 · Other

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan · $3M · 134 · 41st

  • TYPE $3M
  • NET 134
  • BOOK 41st
  • VS-ST Other
  • BOY near Goodwill Industries of Northwest 403(b) Plan
  • SCH ind #8833

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 →

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan in the asset neighbourhood

Tax Deferred Annuity Plan of Family Health Centers of Georgia, Inc.Tax Deferred Annuity Plan of…$3M403(b) Thrift Plan of Northside Charter High School403(b) Thrift Plan of Norths…$3MBay Village of Sarasota Inc. Tax Sheltered Annuity 403b PlanBay Village of Sarasota Inc.…$3MGoodwill Industries of Northwest 403(b) PlanGoodwill Industries of North…$3MBighorn Valley Health Center, Inc. 403(b) PlanBighorn Valley Health Center…$3M
End-of-year total assets ($M) among Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$485K
Employer EIN591453706
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Village of Sarasota Inc.)

Sponsor-wide plan assets over time

All Bay Village of Sarasota Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.672380999842193% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.01M $3.57M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 134 $3M
2023 1 169 $3M
2024 1 141 $4M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan, Total assets ($B): 0.003009975 · Participants: 134Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan side-by-side with 3 peers →

Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Goodwill Industries of Northwest 403(b) Plan in NC ($3M); by covered participants it is University of Western States 403(b) Plan in OR (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan assets move in 2022? ▼
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan pulled back noticeably - down 13.9% during 2022, from $3M to $3M. Reported net income was -$485K.
How have Bay Village of Sarasota Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Village of Sarasota Inc.'s sponsor-wide assets grew 18.7%, from $3M to $4M.
Which Other plans are similar in size to Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan? ▼
Among Other plans in other states, the closest by assets is Goodwill Industries of Northwest 403(b) Plan in NC ($3M, 1,420 participants).
Which Other plans cover a similar participant headcount to Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Western States 403(b) Plan in OR (134 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591453706.

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.