Other · DOL Form 5500 · 2022

Sarasota Manatee Jewish Housing Council, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
157
Participants Small participant base
36th
Percentile by assets National rank
$14,733
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Smjhc Employee Retirement Plan · Sponsored by Sarasota Manatee Jewish Housing Council, Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 157 participants

Sarasota Manatee Jewish Housing Council, Inc.'s Smjhc Employee Retirement Plan reported $2M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,621 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Smjhc Employee Retirement Plan covers 157 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#7,621
in Healthcare & Social Assistance (20,060 peers)
-6.6%
assets change YoY

The plan reported a net loss of $164K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smjhc Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Smjhc Employee Retirement Plan vs every filed plan by assets

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

$2,313,084 36th percentile higher than 36% 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

Smjhc Employee Retirement 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. Smjhc Employee Retirement Plan sits mid-pack in the medium band (157 participants).

Published 5500 schedule card

Filing strip 650091025 · Sarasota Manatee Jewish Housing Council, Inc. PY 2022 · Other

Smjhc Employee Retirement Plan · $2M · 157 · 36th

  • PHOTO $2M
  • PHOTO 157
  • PHOTO 36th
  • PHOTO Other
  • PHOTO near Meritan, Inc. 403(b) Plan
  • PHOTO ind #7621

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 →

Smjhc Employee Retirement Plan in the asset neighbourhood

Day Kimball Hospital 403(b) PlanDay Kimball Hospital 403(b) …$2MEzra Medical Center 403(b) Retirement PlanEzra Medical Center 403(b) R…$2MSmjhc Employee Retirement PlanSmjhc Employee Retirement Pl…$2MMeritan, Inc. 403(b) Plan$2MHillcrest Healthcare Communities 403(b) PlanHillcrest Healthcare Communi…$2M
End-of-year total assets ($M) among Smjhc Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$164K
Employer EIN650091025
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Smjhc Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Smjhc Employee Retirement Plan, Total assets ($B): 0.002313084 · Participants: 157Smjhc Employee Retirement 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
Smjhc Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Smjhc Employee Retirement Plan side-by-side with 3 peers →

Smjhc Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Meritan, Inc. 403(b) Plan in TN ($2M); by covered participants it is Evergreen Homes 403b Plan in PA (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Smjhc Employee Retirement Plan assets move in 2022? ▼
Smjhc Employee Retirement Plan pulled back noticeably - down 6.6% during 2022, from $2M to $2M. Reported net income was -$164K.
Which Other plans are similar in size to Smjhc Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Meritan, Inc. 403(b) Plan in TN ($2M, 456 participants).
Which Other plans cover a similar participant headcount to Smjhc Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Evergreen Homes 403b Plan in PA (157 participants, $4M 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 650091025.

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.