Money Purchase · DOL Form 5500 · 2022

Sumter Senior Services Money Purchase Plan

Data updated 2026-08-25

$17K
Total assets Small plan by assets
3
Participants Small participant base
2nd
Percentile by assets National rank
$5,603
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefits Plan of Sumter Senior Services, Inc. · Sponsored by Sumter Senior Services · South Carolina · Healthcare & Social Assistance

$17K in assets, 3 participants

Sumter Senior Services's Employee Benefits Plan of Sumter Senior Services, Inc. reported $17K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #228 in Healthcare & Social Assistance (20,060 peers)

Sumter Senior Services multi-year trail

Sumter Senior Services's plans moved -99.4% in assets from 2022 to 2024; this filing shows Employee Benefits Plan of Sumter Senior Services, Inc. at $17K / 3 participants.

#228
in Healthcare & Social Assistance (20,060 peers)
-34.8%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefits Plan of Sumter Senior Services, Inc. among the smaller filed plans by assets

Employee Benefits Plan of Sumter Senior Services, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,808 2nd percentile higher than 2% of 139,123 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 2022

Employee Benefits Plan of Sumter Senior Services, Inc. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefits Plan of Sumter Senior Services, Inc. is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 570609664 · Sumter Senior Services PY 2022 · Money Purchase

Employee Benefits Plan of Sumter Senior Services, Inc. · $17K · 3 · 2nd

  • PHOTO $17K
  • PHOTO 3
  • PHOTO 2nd
  • PHOTO Money Purchase
  • PHOTO near Rio Doce America Pension Plan
  • PHOTO ind #228

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 South Carolina →

Employee Benefits Plan of Sumter Senior Services, Inc. in the asset neighbourhood

Employee Benefits Plan of Sumter Senior Services, Inc.Employee Benefits Plan of Su…$17KRio Doce America Pension Plan$18KMoney Purchase Plan$16KKaren M Burns - Books and People Ps KeoughKaren M Burns - Books and Pe…$15KIceberg Frappes Retirement PlanIceberg Frappes Retirement P…$15K
End-of-year total assets ($M) among Employee Benefits Plan of Sumter Senior Services, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Sumter Senior Services multi-year asset trail

Sponsor-wide plan assets over time

All Sumter Senior Services plans reported in each filing year

Latest sponsor-wide plan assets
$109 99.35149928605426% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M 202220232024 $0.02M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $17K
2023 1 2 $102
2024 1 1 $109

Sumter Senior Services filing trail (2022)

Total Assets (Beginning of Year)$26K
Net Assets (End of Year)$17K
Net Income-$9K
Employer EIN570609664
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in South Carolina

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

Employee Benefits Plan of Sumter Senior Services, Inc. vs. nearby Money Purchase plans in South Carolina, assets vs. participants Scatter plot of 4 data points. -50050100150200250 -10123 Total assets ($M) Participants Employee Benefits Plan of Sumter Senior Services, Inc., Total assets ($M): 0.016808 · Participants: 3Employee Benefits Plan of Sumter Senior Services, Inc.Cannon Memorial Hospital Employees' Pension Plan Agreement, Total assets ($M): 2.343316 · Participants: 214Cannon Memorial Hospital Employees' Pension Plan AgreementHolly Hill Academy Money Purchase Plan, Total assets ($M): 0.937904 · Participants: 8Holly Hill Academy Money Purchase PlanRatliff Cpa Retirement Plan, Total assets ($M): 0.192022 · Participants: 5Ratliff Cpa Retirement Plan
Employee Benefits Plan of Sumter Senior Services, Inc. vs. nearby Money Purchase plans in South Carolina, assets vs. participants
Compare Employee Benefits Plan of Sumter Senior Services, Inc. side-by-side with 3 peers →

Employee Benefits Plan of Sumter Senior Services, Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside South Carolina, the nearest Money Purchase by assets is Rio Doce America Pension Plan in NJ ($18K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Benefits Plan of Sumter Senior Services, Inc. assets move in 2022? ▼
Employee Benefits Plan of Sumter Senior Services, Inc. contracted severely - down 34.8% during 2022, from $26K to $17K. Reported net income was -$9K.
How have Sumter Senior Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumter Senior Services's sponsor-wide assets declined 99.4%, from $17K to $109.
Where does Employee Benefits Plan of Sumter Senior Services, Inc. rank by assets among Form 5500 filers? ▼
Employee Benefits Plan of Sumter Senior Services, Inc. ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Employee Benefits Plan of Sumter Senior Services, Inc.? ▼
Among Money Purchase plans in other states, the closest by assets is Rio Doce America Pension Plan in NJ ($18K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Employee Benefits Plan of Sumter Senior Services, Inc.? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570609664.

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.