Money Purchase · DOL Form 5500 · 2023

Sumter Senior Services Money Purchase Plan

Data updated 2026-08-25

$102
Total assets Small plan by assets
2
Participants Small participant base
0th
Percentile by assets National rank
$51
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

$102 in assets, 2 participants

Sumter Senior Services's Employee Benefits Plan of Sumter Senior Services, Inc. reported $102 in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #29 in Healthcare & Social Assistance (17,684 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 $102 / 2 participants.

#29
in Healthcare & Social Assistance (17,684 peers)
-99.4%
assets change YoY

The plan reported a net loss of $17K 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 2023 · DOL Form 5500

$102 0th percentile higher than 0% 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

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

Plan-year 2023 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 (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefits Plan of Sumter Senior Services, Inc. end-of-year assets fell from $17K in the plan year 2022 filing to $102 in the plan year 2023 filing.
  • Employee Benefits Plan of Sumter Senior Services, Inc. reported net income fell from -$9K in the plan year 2022 filing to -$17K in the plan year 2023 filing.
  • Employee Benefits Plan of Sumter Senior Services, Inc. reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 570609664 · Sumter Senior Services PY 2023 · Money Purchase

Employee Benefits Plan of Sumter Senior Services, Inc. · $102 · 2 · 0th

  • TYPE $102
  • TYPE 2
  • TYPE 0th
  • TYPE Money Purchase
  • TYPE near Mundie & Co Profit Sharing Plan
  • TYPE ind #29

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…$102Mundie & Co Profit Sharing PlanMundie & Co Profit Sharing P…$110Northwestern Medical Center, Inc. Money Purchase Pension PlanNorthwestern Medical Center,…$276Epstein Becker & Green, P.C. Target Benefit PlanEpstein Becker & Green, P.C.…$330Burrell Behavioral Health 403a Retirement PlanBurrell Behavioral Health 40…$752
End-of-year total assets ($M) among Employee Benefits Plan of Sumter Senior Services, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$17K
Net Assets (End of Year)$102
Net Income-$17K
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 3 data points. 123456 -0.500.511.5 Total assets ($M) Participants Employee Benefits Plan of Sumter Senior Services, Inc., Total assets ($M): 0.000102 · Participants: 2Employee Benefits Plan of Sumter Senior Services, Inc.Holly Hill Academy Money Purchase Plan, Total assets ($M): 1.067045 · Participants: 5Holly Hill Academy Money Purchase PlanRatliff Cpa Retirement Plan, Total assets ($M): 0.233628 · Participants: 3Ratliff 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 Mundie & Co Profit Sharing Plan in IL ($110); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Employee Benefits Plan of Sumter Senior Services, Inc. assets move in 2023? ▼
Employee Benefits Plan of Sumter Senior Services, Inc. contracted severely - down 99.4% during 2023, from $17K to $102. Reported net income was -$17K.
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 0th 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 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 Mundie & Co Profit Sharing Plan in IL ($110, 1 participant).
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 (2 participants, $6M 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 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.