Other · DOL Form 5500 · 2023

I.M. Sulzbacher Center for the Homeless Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 133
Participants Small participant base: 34th
Percentile by assets National rank: $19,321
Avg per participant Low balance/head

Official DOL plan name: Im Sulzbacher Center for the Homeless 403(b) Plan · Sponsored by I.M. Sulzbacher Center for the Homeless · Florida · Healthcare & Social Assistance

$3M in assets, 133 participants

I.M. Sulzbacher Center for the Homeless's Im Sulzbacher Center for the Homeless 403(b) Plan reported $3M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

#5,907 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Im Sulzbacher Center for the Homeless 403(b) Plan covers 133 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#5,907
in Healthcare & Social Assistance (17,684 peers): +33.0%
assets growth YoY

Im Sulzbacher Center for the Homeless 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Im Sulzbacher Center for the Homeless 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,569,733 34th percentile higher than 34% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Im Sulzbacher Center for the Homeless 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Im Sulzbacher Center for the Homeless 403(b) Plan sits mid-pack in the medium band (133 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 593229898 · I.M. Sulzbacher Center for the Homeless PY 2023 · Other

Im Sulzbacher Center for the Homeless 403(b) Plan · $3M · 133 · 34th

BOOK $3M
VS-ST 133
BOY 34th
SCH Other
EBSA near Ardmore, Inc. Employees Retirement Plan
PART ind #5907

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 →

End-of-year total assets ($M) among Im Sulzbacher Center for the Homeless 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$637K
Employer EIN	593229898
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Florida

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

Im Sulzbacher Center for the Homeless 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
University of Miami Retirement Savings Plan $1.7B · 12,683
Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
The Nemours Foundation Section 403(b) Plan $1.1B · 8,505

Compare Im Sulzbacher Center for the Homeless 403(b) Plan side-by-side with 3 peers →

Im Sulzbacher Center for the Homeless 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Ardmore, Inc. Employees Retirement Plan in OH ($3M); by covered participants it is University of Western States 403(b) Plan in OR (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Ardmore, Inc. Employees Retirement Plan (OH) $3M · 154
Ifg Thoracic and Cardiovascular Services, P. S. C. Retirement Plan (PR) $3M · 3
The Lincoln Center for Family & Youth 403(b) Retirement Plan (PA) $3M · 125
403(b) Thrift Plan of Sos Children S Villages Illinois (IL) $3M · 138

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

University of Western States 403(b) Plan (OR) 133 · 0 off
Groves Academy Defined Contribution Retirement Plan (MN) 133 · 0 off
Columbiana County Mental Health Clinic 403b Thrift Plan (OH) 133 · 0 off
Wheeling Jesuit University Defined Contribution Plan (WV) 133 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Im Sulzbacher Center for the Homeless 403(b) Plan assets move in 2023? ▼

Im Sulzbacher Center for the Homeless 403(b) Plan surged - up 33.0% during 2023, from $2M to $3M. Reported net income was $637K.

Which Other plans are similar in size to Im Sulzbacher Center for the Homeless 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Ardmore, Inc. Employees Retirement Plan in OH ($3M, 154 participants).

Which Other plans cover a similar participant headcount to Im Sulzbacher Center for the Homeless 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is University of Western States 403(b) Plan in OR (133 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 593229898.