Other · DOL Form 5500 · 2022
Penney Retirement Community Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $22,669
- Avg per participant Low balance/head
Official DOL plan name: Penney Retirement Community 403(b) Plan · Sponsored by Penney Retirement Community · Florida · Healthcare & Social Assistance
$4M in assets, 163 participants
Penney Retirement Community's Penney Retirement Community 403(b) Plan reported $4M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,830 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Penney Retirement Community 403(b) Plan covers 163 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $4M.
- #9,830
- in Healthcare & Social Assistance (20,060 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $344K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penney Retirement Community 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Penney Retirement Community 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,695,041 44th percentile higher than 44% 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
Penney Retirement Community 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. Penney Retirement Community 403(b) Plan sits mid-pack in the medium band (163 participants).
Published 5500 schedule card
Filing strip 590624420 · Penney Retirement Community PY 2022 · Other
Penney Retirement Community 403(b) Plan · $4M · 163 · 44th
- EOY $4M
- 5500 163
- ASSETS 44th
- PCT Other
- EIN near Nsch, Inc. 403(b) Retirement Plan
- RANK ind #9830
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 →
Penney Retirement Community 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$344K |
| Employer EIN | 590624420 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penney Retirement Community)
Sponsor-wide plan assets over time
All Penney Retirement Community plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.91426779838167% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $4M |
| 2023 | 1 | 180 | $4M |
| 2024 | 1 | 200 | $5M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Penney Retirement Community 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Nsch, Inc. 403(b) Retirement Plan in MA ($4M); by covered participants it is Bear Creek School 403b Retirement Plan in WA (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Nsch, Inc. 403(b) Retirement Plan (MA) $4M · 152
- Bottom Line 403(b) Plan (MA) $4M · 129
- Global Citizen 403(b) Plan (NY) $4M · 95
- Delphi Schools, Inc. 403(b) Plan (OR) $4M · 114
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Bear Creek School 403b Retirement Plan (WA) 163 · 0 off
- Colorado Health Benefit Exchange 403(b) Plan (CO) 163 · 0 off
- Syntero 403(b) Plan (OH) 163 · 0 off
- Rio Grande Hospital 403b Plan (CO) 163 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.