Other · DOL Form 5500 · 2023

East Ridge Retirement Village Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
467
Participants Below avg headcount
42nd
Percentile by assets National rank
$9,313
Avg per participant Low balance/head
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Official DOL plan name: Sfsl Affiliates 403(b) Retirement Plan · Sponsored by East Ridge Retirement Village · Florida · Healthcare & Social Assistance

$4M in assets, 467 participants

East Ridge Retirement Village's Sfsl Affiliates 403(b) Retirement Plan reported $4M in total assets and 467 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,961 in Healthcare & Social Assistance (17,684 peers)

East Ridge Retirement Village multi-year trail

East Ridge Retirement Village's plans moved +32.8% in assets from 2022 to 2024; this filing shows Sfsl Affiliates 403(b) Retirement Plan at $4M / 467 participants.

#7,961
in Healthcare & Social Assistance (17,684 peers)
+22.7%
assets growth YoY

Sfsl Affiliates 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sfsl Affiliates 403(b) Retirement Plan vs every filed plan by assets

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

$4,349,045 42nd percentile higher than 42% 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

Sfsl Affiliates 403(b) Retirement 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. Sfsl Affiliates 403(b) Retirement Plan sits mid-pack in the medium band (467 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sfsl Affiliates 403(b) Retirement Plan reported net income rose from -$424K in the plan year 2022 filing to $806K in the plan year 2023 filing.
  • Sfsl Affiliates 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sfsl Affiliates 403(b) Retirement Plan reported participants rose from 456 in the plan year 2022 filing to 467 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590903331 · East Ridge Retirement Village PY 2023 · Other

Sfsl Affiliates 403(b) Retirement Plan · $4M · 467 · 42nd

  • BOY $4M
  • SCH 467
  • EBSA 42nd
  • PART Other
  • TYPE near Apostolic Christian Home of Eureka 403(b) Retirement Savings Plan
  • NET ind #7961

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 →

Sfsl Affiliates 403(b) Retirement Plan in the asset neighbourhood

Lower East Side Tenement Museum 403b DC Plan #334Lower East Side Tenement Mus…$4MSfsl Affiliates 403(b) Retirement PlanSfsl Affiliates 403(b) Retir…$4MApostolic Christian Home of Eureka 403(b) Retirement Savings PlanApostolic Christian Home of …$4MHastings Manufacturing Company Hourly 401(k) Retirement PlanHastings Manufacturing Compa…$4MAlliance for Nonprofit Resources 403(b) PlanAlliance for Nonprofit Resou…$4M
End-of-year total assets ($M) among Sfsl Affiliates 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

East Ridge Retirement Village multi-year asset trail

Sponsor-wide plan assets over time

All East Ridge Retirement Village plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.795911662835806% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.54M $4.71M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 456 $4M
2023 1 467 $4M
2024 1 517 $5M

East Ridge Retirement Village filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$806K
Employer EIN590903331
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Sfsl Affiliates 403(b) Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Sfsl Affiliates 403(b) Retirement Plan, Total assets ($B): 0.004349045 · Participants: 467Sfsl Affiliates 403(b) Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Sfsl Affiliates 403(b) Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

Sfsl Affiliates 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Apostolic Christian Home of Eureka 403(b) Retirement Savings Plan in IL ($4M); by covered participants it is Denver Art Museum Retirement Plan in CO (467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (467 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 Sfsl Affiliates 403(b) Retirement Plan assets move in 2023?
Sfsl Affiliates 403(b) Retirement Plan grew sharply - up 22.7% during 2023, from $4M to $4M. Reported net income was $806K.
How have East Ridge Retirement Village plan assets changed over time?
Across 3 plan years on file (2022-2024), East Ridge Retirement Village's sponsor-wide assets grew 32.8%, from $4M to $5M.
Which Other plans are similar in size to Sfsl Affiliates 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Apostolic Christian Home of Eureka 403(b) Retirement Savings Plan in IL ($4M, 179 participants).
Which Other plans cover a similar participant headcount to Sfsl Affiliates 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Denver Art Museum Retirement Plan in CO (467 participants, $19M in assets).