401(k) · DOL Form 5500 · 2022
Aging Matters in Brevard 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $20,796
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Aging Matters in Brevard · Sponsored by Aging Matters in Brevard · Florida · Healthcare & Social Assistance
$2M in assets, 74 participants
Aging Matters in Brevard's 403(b) Thrift Plan of Aging Matters in Brevard reported $2M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,878 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
403(b) Thrift Plan of Aging Matters in Brevard declined sharply 16.5% in 2022 ($2M → $2M) for 74 participants.
- #5,878
- in Healthcare & Social Assistance (20,060 peers)
- -16.5%
- assets change YoY
The plan reported a net loss of $305K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Aging Matters in Brevard among the smaller filed plans by assets
403(b) Thrift Plan of Aging Matters in Brevard vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,538,875 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Thrift Plan of Aging Matters in Brevard among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Aging Matters in Brevard is a small filing (74 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 591110325 · Aging Matters in Brevard PY 2022 · 401(k)
403(b) Thrift Plan of Aging Matters in Brevard · $2M · 74 · 30th
- EBSA $2M
- PART 74
- TYPE 30th
- NET 401(k)
- BOOK near Blue Sky 401(k) Plan
- VS-ST ind #5878
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 →
403(b) Thrift Plan of Aging Matters in Brevard in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$305K |
| Employer EIN | 591110325 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
403(b) Thrift Plan of Aging Matters in Brevard's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Blue Sky 401(k) Plan in KS ($2M); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Blue Sky 401(k) Plan (KS) $2M · 219
- College Fresh Retirement Savings Plan (IL) $2M · 306
- Revalation Winery 401(k) Trust (VA) $2M · 2
- Am LLC 401(k) Retirement Plan (VA) $2M · 1,155
Similar participant headcount
Nearest other-state filings by covered participants (74 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.