Other · DOL Form 5500 · 2022

Sunrise Community, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,979
Participants Near avg headcount
79th
Percentile by assets National rank
$11,505
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunrise Community, Inc. the Employee Pension Benefit Plan · Sponsored by Sunrise Community, Inc. · Florida · Professional & Technical Services

$23M in assets, 1,979 participants

Sunrise Community, Inc.'s Sunrise Community, Inc. the Employee Pension Benefit Plan reported $23M in total assets and 1,979 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,128 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Sunrise Community, Inc. the Employee Pension Benefit Plan covers 1,979 participants in Florida, 3.2x the typical Florida plan (state average ~628 per filing). Assets: $23M.

#17,128
in Professional & Technical Services (21,562 peers)
+17.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sunrise Community, Inc. the Employee Pension Benefit Plan's outsized position by total assets

Sunrise Community, Inc. the Employee Pension Benefit Plan vs every filed plan by assets

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

$22,768,319 Top 21% higher than 79% 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

Sunrise Community, Inc. the Employee Pension Benefit Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Community, Inc. the Employee Pension Benefit Plan lands in the large band (1,979 participants).

Form 5500 schedule snapshot

Filing strip 650118730 · Sunrise Community, Inc. PY 2022 · Other

Sunrise Community, Inc. the Employee Pension Benefit Plan · $23M · 1,979 · 79th

  • PART $23M
  • PART 1,979
  • PART 79th
  • PART Other
  • PART near Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust
  • PART ind #17128

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 Professional & Technical Services retirement plans → · Plans in Florida →

Sunrise Community, Inc. the Employee Pension Benefit Plan in the asset neighbourhood

The Commonwealth School, Inc. DC PlanThe Commonwealth School, Inc…$23MSunrise Community, Inc. the Employee Pension Benefit PlanSunrise Community, Inc. the …$23MCarolinas Independent Automobile 401(k) Profit Sharing Plan TrustCarolinas Independent Automo…$23MThe Seeing Eye, Inc. Matched Savings PlanThe Seeing Eye, Inc. Matched…$23MWashington Episcopal School Tiaa-Cref Retirement PlanWashington Episcopal School …$23M
End-of-year total assets ($M) among Sunrise Community, Inc. the Employee Pension Benefit Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN650118730
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunrise Community, Inc.)

Sponsor-wide plan assets over time

All Sunrise Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 31.623621401298884% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $30M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 1,979 $23M
2023 1 2,877 $26M
2024 1 2,988 $30M

Nearby Other Plans in Florida

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

Sunrise Community, Inc. the Employee Pension Benefit Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Sunrise Community, Inc. the Employee Pension Benefit Plan, Total assets ($B): 0.022768319 · Participants: 1979Sunrise Community, Inc. the Employee Pension Benefit 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
Sunrise Community, Inc. the Employee Pension Benefit Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Sunrise Community, Inc. the Employee Pension Benefit Plan side-by-side with 3 peers →

Sunrise Community, Inc. the Employee Pension Benefit Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust in NC ($23M); by covered participants it is Mercer University Defined Contribution Retirement Plan in GA (1,982 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,979 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 Sunrise Community, Inc. the Employee Pension Benefit Plan assets move in 2022? ▼
Sunrise Community, Inc. the Employee Pension Benefit Plan grew sharply - up 17.5% during 2022, from $19M to $23M. Reported net income was $3M.
How have Sunrise Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Community, Inc.'s sponsor-wide assets grew 31.6%, from $23M to $30M.
Where does Sunrise Community, Inc. the Employee Pension Benefit Plan rank by assets among Form 5500 filers? ▼
Sunrise Community, Inc. the Employee Pension Benefit Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sunrise Community, Inc. the Employee Pension Benefit Plan? ▼
Among Other plans in other states, the closest by assets is Carolinas Independent Automobile 401(k) Profit Sharing Plan Trust in NC ($23M, 695 participants).
Which Other plans cover a similar participant headcount to Sunrise Community, Inc. the Employee Pension Benefit Plan? ▼
Among Other plans in other states, the closest by covered participants is Mercer University Defined Contribution Retirement Plan in GA (1,982 participants, $454M 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 650118730.

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.