Other · DOL Form 5500 · 2023
Penney Retirement Community Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $22,339
- Avg per participant Low balance/head
Official DOL plan name: Penney Retirement Community 403(b) Plan · Sponsored by Penney Retirement Community · Florida · Healthcare & Social Assistance
$4M in assets, 180 participants
Penney Retirement Community's Penney Retirement Community 403(b) Plan reported $4M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,600 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Penney Retirement Community 403(b) Plan covers 180 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $4M.
- #7,600
- in Healthcare & Social Assistance (17,684 peers)
- +8.8%
- assets growth YoY
Penney Retirement Community 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Penney Retirement Community 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,021,004 40th percentile higher than 40% 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
Penney Retirement Community 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. Penney Retirement Community 403(b) Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Penney Retirement Community 403(b) Plan reported net income rose from -$344K in the plan year 2022 filing to $326K in the plan year 2023 filing.
- Penney Retirement Community 403(b) Plan reported participants rose from 163 in the plan year 2022 filing to 180 in the plan year 2023 filing.
- Penney Retirement Community 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 590624420 · Penney Retirement Community PY 2023 · Other
Penney Retirement Community 403(b) Plan · $4M · 180 · 40th
- PHOTO $4M
- PHOTO 180
- PHOTO 40th
- PHOTO Other
- PHOTO near National Telecommuting Institute 403(b) DC Plan
- PHOTO ind #7600
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 →
Penney Retirement Community 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $326K |
| Employer EIN | 590624420 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penney Retirement Community)
Sponsor-wide plan assets over time
All Penney Retirement Community plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.91426779838167% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $4M |
| 2023 | 1 | 180 | $4M |
| 2024 | 1 | 200 | $5M |
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 $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
Penney Retirement Community 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is National Telecommuting Institute 403(b) DC Plan in MA ($4M); by covered participants it is Legal Services Corporation 403b Plan in DC (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 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.