Other · DOL Form 5500 · 2022
Sma Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 890
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $21,894
- Avg per participant Low balance/head
Official DOL plan name: Sma Healthcare, Inc. 403(b) Plan · Sponsored by Sma Healthcare, Inc. · Florida · Other Services
$19M in assets, 890 participants
Sma Healthcare, Inc.'s Sma Healthcare, Inc. 403(b) Plan reported $19M in total assets and 890 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #7,343 in Other Services (8,398 peers)
Where Sma Healthcare, Inc. 403(b) Plan sits by assets
Sma Healthcare, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $19M for 890 participants (~$21,894/participant), up 15.9% in 2022.
- #7,343
- in Other Services (8,398 peers)
- +15.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Sma Healthcare, Inc. 403(b) Plan's outsized position by total assets
Sma Healthcare, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,485,269 Top 23% higher than 77% 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
Sma Healthcare, 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. Sma Healthcare, Inc. 403(b) Plan sits mid-pack in the medium band (890 participants).
Plan-year Form 5500 strip
Filing strip 590976866 · Sma Healthcare, Inc. PY 2022 · Other
Sma Healthcare, Inc. 403(b) Plan · $19M · 890 · 77th
- PCT $19M
- EIN 890
- RANK 77th
- PHOTO Other
- IND near Jccsf 403(b) Plan
- EOY ind #7343
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 Other Services retirement plans → · Plans in Florida →
Sma Healthcare, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 590976866 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sma Healthcare, Inc.)
Sponsor-wide plan assets over time
All Sma Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 31.34982124188278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 890 | $19M |
| 2023 | 1 | 1,002 | $23M |
| 2024 | 1 | 1,044 | $26M |
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
Sma Healthcare, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Jccsf 403(b) Plan in CA ($19M); by covered participants it is Uplift Family Services 403(b) Plan in CA (890 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Jccsf 403(b) Plan (CA) $19M · 147
- 403(b) Thrift Plan of New York Road Runners Club, Inc. (NY) $19M · 551
- Boyce Thompson Institute 403(b) Retirement Plan (NY) $20M · 97
- Imagine! 403(b) Plan (CO) $20M · 298
Similar participant headcount
Nearest other-state filings by covered participants (890 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.