Other · DOL Form 5500 · 2023
Bay Village of Sarasota Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $19,640
- Avg per participant Low balance/head
Official DOL plan name: Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan · Sponsored by Bay Village of Sarasota Inc. · Florida · Healthcare & Social Assistance
$3M in assets, 169 participants
Bay Village of Sarasota Inc.'s Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan reported $3M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,857 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan covers 169 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $3M.
- #6,857
- in Healthcare & Social Assistance (17,684 peers)
- +10.3%
- assets growth YoY
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,319,134 37th percentile higher than 37% 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
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b 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. Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan reported net income rose from -$485K in the plan year 2022 filing to $309K in the plan year 2023 filing.
- Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan reported participants rose from 134 in the plan year 2022 filing to 169 in the plan year 2023 filing.
- Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 591453706 · Bay Village of Sarasota Inc. PY 2023 · Other
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan · $3M · 169 · 37th
- EIN $3M
- RANK 169
- PHOTO 37th
- IND Other
- EOY near Madison-Haywood Developmental Services, Inc. Retirement Plan
- 5500 ind #6857
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 →
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $309K |
| Employer EIN | 591453706 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bay Village of Sarasota Inc.)
Sponsor-wide plan assets over time
All Bay Village of Sarasota Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 18.672380999842193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $3M |
| 2023 | 1 | 169 | $3M |
| 2024 | 1 | 141 | $4M |
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
Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Madison-Haywood Developmental Services, Inc. Retirement Plan in TN ($3M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (169 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 (169 participants); asset peers above are excluded.
- Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan (VA) 169 · 0 off
- American Society for Microbiology DC Retirement Plan (DC) 169 · 0 off
- National University of Health Sciences Defined Contribution Retirement Plan (IL) 169 · 0 off
- Public Media Group of Southern California 403(b) Retirement Plan (CA) 169 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.