Other · DOL Form 5500 · 2022
Sma Healthcare, Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 890
- Participants
- 77th
- Percentile by assets
- $21,894
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $19M
- total plan assets (2022 EOY)
- 890
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $21,894
- avg assets per participant
Sma Healthcare, Inc. 403(b) Plan vs the 2022 asset distribution
By assets, Sma Healthcare, Inc. 403(b) Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
Sma Healthcare, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sma Healthcare, Inc. 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sma Healthcare, Inc. 403(b) Plan assets move in 2022? ▼
How have Sma Healthcare, Inc. plan assets changed over time? ▼
Where does Sma Healthcare, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sma Healthcare, Inc. 403(b) Plan? ▼
Next read for Sma Healthcare, Inc. 403(b) Plan
Scale reading
Ways to act on Sma Healthcare, Inc. 403(b) Plan's numbers.
- By total assets, Sma Healthcare, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Sma Healthcare, Inc.'s sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Other Services plans