Money Purchase · DOL Form 5500 · 2022
Sumter Senior Services Money Purchase Plan
Data updated 2026-08-11
- $17K
- Total assets
- 3
- Participants
- 2nd
- Percentile by assets
- $5,603
- Avg per participant
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.
- 2nd percentile by assets (of 139,126 plans)
- #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.
- $17K
- total plan assets (2022 EOY)
- 3
- covered participants
- 2nd
- percentile by assets (of 139,126 plans)
- $5,603
- avg assets per participant
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.
Sumter Senior Services across 3 plan years on file
Across the 3 plan years Sumter Senior Services has on file (2022-2024), sponsor-wide plan assets have moved from $17K to $109, a decline of 99.4%, while reported participants moved from 3 to 1 (-66.7%). Peak year by sponsor assets: 2022 ($17K); trough: 2023 ($102).
Sumter Senior Services multi-year asset trail
| 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 EIN | 570609664 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Employee Benefits Plan of Sumter Senior Services, Inc. by total assets, not by location.
- Rio Doce America Pension Plan (NJ) $18K · N/A
- Money Purchase Plan (NY) $16K · N/A
- Karen M Burns - Books and People Ps Keough (MA) $15K · N/A
- Iceberg Frappes Retirement Plan (PR) $15K · 1
Frequently Asked Questions
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Multi-year trail
Ways to act on Employee Benefits Plan of Sumter Senior Services, Inc.'s numbers.
- By total assets, Employee Benefits Plan of Sumter Senior Services, Inc. ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in South Carolina. Compare plans
- Sumter Senior Services's sponsor-wide assets have declined 99.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans