Other
2023 plan-year Other DOL Form 5500

Sunrise Health Center Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Richmond Health Care, Inc. · Florida · Healthcare & Social Assistance

What the 2023 filing shows

Sunrise Health Center Employee Stock Ownership Plan holds $1M for N/A participants, down 31.3% over the 2023 plan year.

$1M
total plan assets (2023 EOY)
N/A
covered participants
-31.3%
assets change YoY

The plan reported a net loss of $629K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1M
Participants
N/A
State
Industry
Healthcare & Social Assistance

What the Filing Says About Sunrise Health Center Employee Stock Ownership Plan

Sunrise Health Center Employee Stock Ownership Plan is a Other retirement plan sponsored by Richmond Health Care, Inc., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers N/A participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 581458286, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $1M at year-end — a decline of 31.3%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-629,279 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-629,279
Plan TypeOther
Employer EIN581458286
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richmond Health Care, Inc.)

Year Plans Participants Total Assets
2022 1 134 $2M
2023 1 N/A $1M
2024 1 N/A N/A

Nearby Other Plans in Florida

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

Frequently Asked Questions

How much money is in the Sunrise Health Center Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Sunrise Health Center Employee Stock Ownership Plan holds $1M in total assets with N/A participants. It is sponsored by Richmond Health Care, Inc..
What type of plan is Sunrise Health Center Employee Stock Ownership Plan?
Sunrise Health Center Employee Stock Ownership Plan is a Other plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 581458286.
Who sponsors the Sunrise Health Center Employee Stock Ownership Plan?
Sunrise Health Center Employee Stock Ownership Plan is sponsored by Richmond Health Care, Inc., located in Florida. The sponsor's EIN is 581458286 and the plan operates in the Healthcare & Social Assistance industry.
How did Sunrise Health Center Employee Stock Ownership Plan perform in 2023?
Sunrise Health Center Employee Stock Ownership Plan declined by 31.3% during 2023, moving from $2M to $1M in total assets. Net income was $-629,279.
Where can I find official filings for Sunrise Health Center Employee Stock Ownership Plan?
Official Form 5500 filings for Sunrise Health Center Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 581458286 or plan name at efast.dol.gov.
How does Sunrise Health Center Employee Stock Ownership Plan compare to other plans?
You can compare Sunrise Health Center Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 581458286.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.