Other · DOL Form 5500 · 2022

Phoenix Programs of Florida, Inc. Retirement Plan

Data updated 2026-08-25

$757K
Total assets Small plan by assets
111
Participants Small participant base
22nd
Percentile by assets National rank
$6,822
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Phoenix Programs of Florida, Inc. 403(b) Plan · Sponsored by Phoenix Programs of Florida, Inc. · Florida · Healthcare & Social Assistance

$757K in assets, 111 participants

Phoenix Programs of Florida, Inc.'s Phoenix Programs of Florida, Inc. 403(b) Plan reported $757K in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,747 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Phoenix Programs of Florida, Inc. 403(b) Plan covers 111 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $757K.

#3,747
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phoenix Programs of Florida, Inc. 403(b) Plan among the smaller filed plans by assets

Phoenix Programs of Florida, Inc. 403(b) Plan vs every filed plan by assets

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

$757,271 22nd percentile higher than 22% 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

Phoenix Programs of Florida, Inc. 403(b) 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. Phoenix Programs of Florida, Inc. 403(b) Plan sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 593172948 · Phoenix Programs of Florida, Inc. PY 2022 · Other

Phoenix Programs of Florida, Inc. 403(b) Plan · $757K · 111 · 22nd

  • RANK $757K
  • RANK 111
  • RANK 22nd
  • RANK Other
  • RANK near Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity
  • RANK ind #3747

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 →

Phoenix Programs of Florida, Inc. 403(b) Plan in the asset neighbourhood

Phoenix Programs of Florida, Inc. 403(b) PlanPhoenix Programs of Florida,…$757KSafe Haven of Greater Waterbury, Inc Tax Deferred AnnuitySafe Haven of Greater Waterb…$757KIntegrated Living Srv. 403(b) Retirement PlanIntegrated Living Srv. 403(b…$756KJessica & Friends Retirement PlanJessica & Friends Retirement…$759KPortsmouth Christian Academy 403(b) Pntsa PlanPortsmouth Christian Academy…$755K
End-of-year total assets ($M) among Phoenix Programs of Florida, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$837K
Net Assets (End of Year)$757K
Net Income-$80K
Employer EIN593172948
Plan Effective Date2020-03-15
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Phoenix Programs of Florida, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Phoenix Programs of Florida, Inc. 403(b) Plan, Total assets ($B): 0.000757271 · Participants: 111Phoenix Programs of Florida, Inc. 403(b) 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
Phoenix Programs of Florida, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Phoenix Programs of Florida, Inc. 403(b) Plan side-by-side with 3 peers →

Phoenix Programs of Florida, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity in CT ($757K); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Phoenix Programs of Florida, Inc. 403(b) Plan assets move in 2022? ▼
Phoenix Programs of Florida, Inc. 403(b) Plan pulled back noticeably - down 9.5% during 2022, from $837K to $757K. Reported net income was -$80K.
Where does Phoenix Programs of Florida, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Phoenix Programs of Florida, Inc. 403(b) Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Phoenix Programs of Florida, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Safe Haven of Greater Waterbury, Inc Tax Deferred Annuity in CT ($757K, 17 participants).
Which Other plans cover a similar participant headcount to Phoenix Programs of Florida, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Detroit Educational Television Foundation 403(b) Plan in MI (111 participants, $27M 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 593172948.

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.