401(k) · DOL Form 5500 · 2023

Economic Opportunities Council of Indian River County Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
83
Participants Small participant base
27th
Percentile by assets National rank
$16,846
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Economic Opportunities Council · Sponsored by Economic Opportunities Council of Indian River County Inc · Florida · Healthcare & Social Assistance

$1M in assets, 83 participants

Economic Opportunities Council of Indian River County Inc's 403(b) Thrift Plan for Employees of Economic Opportunities Council reported $1M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,124 in Healthcare & Social Assistance (17,684 peers)

Economic Opportunities Council of Indian River County Inc multi-year trail

Economic Opportunities Council of Indian River County Inc's plans moved +25.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Economic Opportunities Council at $1M / 83 participants.

#4,124
in Healthcare & Social Assistance (17,684 peers)
+3.8%
assets growth YoY

403(b) Thrift Plan for Employees of Economic Opportunities Council among the smaller filed plans by assets

403(b) Thrift Plan for Employees of Economic Opportunities Council vs every filed plan by assets

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

$1,398,199 27th percentile higher than 27% 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

403(b) Thrift Plan for Employees of Economic Opportunities Council among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Economic Opportunities Council is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Economic Opportunities Council reported net income fell from $95K in the plan year 2022 filing to $51K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Economic Opportunities Council reported participants rose from 74 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Economic Opportunities Council end-of-year assets rose from $1M 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 591144567 · Economic Opportunities Council of Indian River County Inc PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Economic Opportunities Council · $1M · 83 · 27th

  • PCT $1M
  • PCT 83
  • PCT 27th
  • PCT 401(k)
  • PCT near South Coast Industries Inc 401(k) Profit Sharing Plan & Trust
  • PCT ind #4124

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 →

403(b) Thrift Plan for Employees of Economic Opportunities Council in the asset neighbourhood

403(b) Thrift Plan for Employees of Economic Opportunities Council403(b) Thrift Plan for Emplo…$1MSouth Coast Industries Inc 401(k) Profit Sharing Plan & TrustSouth Coast Industries Inc 4…$1MSalewa USA, LLC 401(k) Plan$1MCline Financial Group LLC 401(k) Profit Sharing Plan & TrustCline Financial Group LLC 40…$1MPediatrics Associates, Inc. 401(k) Profit Sharing PlanPediatrics Associates, Inc. …$1M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Economic Opportunities Council and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Economic Opportunities Council of Indian River County Inc multi-year asset trail

Sponsor-wide plan assets over time

All Economic Opportunities Council of Indian River County Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.937936909847036% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.35M $1.7M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 74 $1M
2023 1 83 $1M
2024 1 78 $2M

Economic Opportunities Council of Indian River County Inc filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$51K
Employer EIN591144567
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Economic Opportunities Council vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Economic Opportunities Council, Total assets ($B): 0.001398199 · Participants: 83403(b) Thrift Plan for Employees of Economic Opportunities CouncilL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
403(b) Thrift Plan for Employees of Economic Opportunities Council vs. nearby 401(k) plans in Florida, assets vs. participants

403(b) Thrift Plan for Employees of Economic Opportunities Council's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is South Coast Industries Inc 401(k) Profit Sharing Plan & Trust in CA ($1M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 403(b) Thrift Plan for Employees of Economic Opportunities Council assets move in 2023?
403(b) Thrift Plan for Employees of Economic Opportunities Council edged up modestly - up 3.8% during 2023, from $1M to $1M. Reported net income was $51K.
How have Economic Opportunities Council of Indian River County Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Economic Opportunities Council of Indian River County Inc's sponsor-wide assets grew 25.9%, from $1M to $2M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Economic Opportunities Council?
Among 401(k) plans in other states, the closest by assets is South Coast Industries Inc 401(k) Profit Sharing Plan & Trust in CA ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Economic Opportunities Council?
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A in assets).