Other · DOL Form 5500 · 2023

Friends of Boca Grande Community Center Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$150,793
Avg per participant Above avg balance/head
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Official DOL plan name: Friends of Boca Grande Community Center 403b Plan · Sponsored by Friends of Boca Grande Community Center · Florida · Healthcare & Social Assistance

$1M in assets, 7 participants

Friends of Boca Grande Community Center's Friends of Boca Grande Community Center 403b Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,542 in Healthcare & Social Assistance (17,684 peers)

Friends of Boca Grande Community Center multi-year trail

Friends of Boca Grande Community Center's plans moved +84.7% in assets from 2022 to 2024; this filing shows Friends of Boca Grande Community Center 403b Plan at $1M / 7 participants.

#3,542
in Healthcare & Social Assistance (17,684 peers)
+40.8%
assets growth YoY

Friends of Boca Grande Community Center 403b Plan among the smaller filed plans by assets

Friends of Boca Grande Community Center 403b Plan vs every filed plan by assets

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

$1,055,553 24th percentile higher than 24% 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

Friends of Boca Grande Community Center 403b Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Friends of Boca Grande Community Center 403b Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Friends of Boca Grande Community Center 403b Plan reported net income rose from -$34K in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • Friends of Boca Grande Community Center 403b Plan end-of-year assets rose from $749K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592818741 · Friends of Boca Grande Community Center PY 2023 · Other

Friends of Boca Grande Community Center 403b Plan · $1M · 7 · 24th

  • EBSA $1M
  • EBSA 7
  • EBSA 24th
  • EBSA Other
  • EBSA near Ascent Classical Academies 403b Plan
  • EBSA ind #3542

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 →

Friends of Boca Grande Community Center 403b Plan in the asset neighbourhood

Friends of Boca Grande Community Center 403b PlanFriends of Boca Grande Commu…$1MGlenwood Village Care Center Dba Glenwood Retirement Village Tax Deferred Annuity PlanGlenwood Village Care Center…$1MLearning Disabilities Association Tax Deferred Annuity PlanLearning Disabilities Associ…$1MAscent Classical Academies 403b PlanAscent Classical Academies 4…$1MLake Farms Employee Profit Sharing TrustLake Farms Employee Profit S…$1M
End-of-year total assets ($M) among Friends of Boca Grande Community Center 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Friends of Boca Grande Community Center multi-year asset trail

Sponsor-wide plan assets over time

All Friends of Boca Grande Community Center plans reported in each filing year

Latest sponsor-wide plan assets
$1M 84.74123312034605% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.75M $1.38M ▲ +84.0%
Year Plans Participants Total Assets
2022 1 7 $749K
2023 1 7 $1M
2024 1 8 $1M

Friends of Boca Grande Community Center filing trail (2023)

Total Assets (Beginning of Year)$749K
Net Assets (End of Year)$1M
Net Income$306K
Employer EIN592818741
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Friends of Boca Grande Community Center 403b Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Friends of Boca Grande Community Center 403b Plan, Total assets ($B): 0.001055553 · Participants: 7Friends of Boca Grande Community Center 403b 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
Friends of Boca Grande Community Center 403b Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Friends of Boca Grande Community Center 403b Plan side-by-side with 3 peers →

Friends of Boca Grande Community Center 403b Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Ascent Classical Academies 403b Plan in SC ($1M); by covered participants it is Centro Cristiano Renacer Inc 403(b) in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Friends of Boca Grande Community Center 403b Plan assets move in 2023? ▼
Friends of Boca Grande Community Center 403b Plan surged - up 40.8% during 2023, from $749K to $1M. Reported net income was $306K.
How have Friends of Boca Grande Community Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Friends of Boca Grande Community Center's sponsor-wide assets grew 84.7%, from $749K to $1M.
Where does Friends of Boca Grande Community Center 403b Plan rank by assets among Form 5500 filers? ▼
Friends of Boca Grande Community Center 403b Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Friends of Boca Grande Community Center 403b Plan? ▼
Among Other plans in other states, the closest by assets is Ascent Classical Academies 403b Plan in SC ($1M, 207 participants).
Which Other plans cover a similar participant headcount to Friends of Boca Grande Community Center 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Centro Cristiano Renacer Inc 403(b) in NY (7 participants, $2M 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 592818741.

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.