401(k) · DOL Form 5500 · 2023

Sr Seabreeze, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
63
Participants Small participant base
34th
Percentile by assets National rank
$42,583
Avg per participant Low balance/head
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Official DOL plan name: Sr Seabreeze Retirement Plan · Sponsored by Sr Seabreeze, Inc. · Georgia · Healthcare & Social Assistance

$3M in assets, 63 participants

Sr Seabreeze, Inc.'s Sr Seabreeze Retirement Plan reported $3M in total assets and 63 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.

  • #6,081 in Healthcare & Social Assistance (17,684 peers)

Sr Seabreeze, Inc. multi-year trail

Sr Seabreeze, Inc.'s plans moved +72.1% in assets from 2022 to 2024; this filing shows Sr Seabreeze Retirement Plan at $3M / 63 participants.

#6,081
in Healthcare & Social Assistance (17,684 peers)
+49.4%
assets growth YoY

Sr Seabreeze Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sr Seabreeze Retirement Plan vs every filed plan by assets

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

$2,682,753 34th percentile higher than 34% of 127,068 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 2023

Sr Seabreeze Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sr Seabreeze Retirement Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sr Seabreeze Retirement Plan reported net income rose from -$614K in the plan year 2022 filing to $887K in the plan year 2023 filing.
  • Sr Seabreeze Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sr Seabreeze Retirement Plan reported participants fell from 66 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271168178 · Sr Seabreeze, Inc. PY 2023 · 401(k)

Sr Seabreeze Retirement Plan · $3M · 63 · 34th

  • PCT $3M
  • EIN 63
  • RANK 34th
  • PHOTO 401(k)
  • IND near No Ordinary Moments, Inc. 401(k) Profit Sharing Plan
  • EOY ind #6081

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 Georgia →

Sr Seabreeze Retirement Plan in the asset neighbourhood

Sr Seabreeze Retirement Plan$3MNo Ordinary Moments, Inc. 401(k) Profit Sharing PlanNo Ordinary Moments, Inc. 40…$3MSjo Kids, Inc. 401(k) Plan$3MLamonica's 401(k) Plan$3MTurley Law Firm Profit Sharing - 401(k) PlanTurley Law Firm Profit Shari…$3M
End-of-year total assets ($M) among Sr Seabreeze Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sr Seabreeze, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sr Seabreeze, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 72.06548208057852% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.8M $3.09M ▲ +71.7%
Year Plans Participants Total Assets
2022 1 66 $2M
2023 1 63 $3M
2024 1 70 $3M

Sr Seabreeze, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$887K
Employer EIN271168178
Plan Effective Date2009-10-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sr Seabreeze Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Sr Seabreeze Retirement Plan, Total assets ($B): 0.002682753 · Participants: 63Sr Seabreeze Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Sr Seabreeze Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sr Seabreeze Retirement Plan side-by-side with 3 peers →

Sr Seabreeze Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is No Ordinary Moments, Inc. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

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 Sr Seabreeze Retirement Plan assets move in 2023? ▼
Sr Seabreeze Retirement Plan surged - up 49.4% during 2023, from $2M to $3M. Reported net income was $887K.
How have Sr Seabreeze, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sr Seabreeze, Inc.'s sponsor-wide assets grew 72.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Sr Seabreeze Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is No Ordinary Moments, Inc. 401(k) Profit Sharing Plan in CA ($3M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Sr Seabreeze Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A 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 271168178.

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.