Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Society of St. Vincent De Paul ยท Florida ยท Other Services

What the 2023 filing shows

403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. holds $951K for 159 participants - about $5,981 per participant, up 63.5% over the 2022 plan year.

$951K
total plan assets (2022 EOY)
159
covered participants
$5,981
avg assets per participant
+63.5%
assets growth YoY
Total Assets (2023)
$951K
Participants
159
State
Industry
Other Services

What the Filing Says About 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc.

403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. is a Profit Sharing retirement plan sponsored by Society of St. Vincent De Paul, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $951K in total end-of-year assets and covers 159 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 592380770, and the plan has been effective since 2019-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $582K at the beginning of 2022 to $951K at year-end โ€” a gain of 63.5%. Net assets (after liabilities) closed the year at $951K, with reported net income of $369K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$582K
Total Assets (End of Year)$951K
Net Assets (End of Year)$951K
Net Income$369K
Plan TypeProfit Sharing
Employer EIN592380770
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc.?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. holds $951K in total assets with 159 participants. It is sponsored by Society of St. Vincent De Paul.
What type of plan is 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc.?
403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. is a Profit Sharing plan. It has been effective since 2019-10-01. The plan is filed with the U.S. Department of Labor under EIN 592380770.
Who sponsors the 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc.?
403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. is sponsored by Society of St. Vincent De Paul, located in Florida. The sponsor's EIN is 592380770 and the plan operates in the Other Services industry.
How did 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. perform in 2022?
403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. grew by 63.5% during 2022, moving from $582K to $951K in total assets. Net income was $369K.
Where can I find official filings for 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592380770 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. compare to other plans?
You can compare 403(b) Thrift Plan for Employees of Society of St. Vincent De Paul South Pinellas, Inc. against other Profit Sharing plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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) โ€” original filing retrieval by EIN 592380770.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.