Other · DOL Form 5500 · 2023

The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
1,117
Participants Near avg headcount
84th
Percentile by assets National rank
$38,088
Avg per participant Low balance/head
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Official DOL plan name: Shell Point Thrift Plan · Sponsored by The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R · Florida · Healthcare & Social Assistance

$43M in assets, 1,117 participants

The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R's Shell Point Thrift Plan reported $43M in total assets and 1,117 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,243 in Healthcare & Social Assistance (17,684 peers)

Where Shell Point Thrift Plan sits by assets

Shell Point Thrift Plan sits in the top quartile of all filed plans by assets, $43M for 1,117 participants (~$38,088/participant), up 11.4% in 2023.

#15,243
in Healthcare & Social Assistance (17,684 peers)
+11.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shell Point Thrift Plan's outsized position by total assets

Shell Point Thrift Plan vs every filed plan by assets

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

$42,544,334 Top 16% higher than 84% 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

Shell Point Thrift Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shell Point Thrift Plan lands in the large band (1,117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shell Point Thrift Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Shell Point Thrift Plan end-of-year assets rose from $38M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Shell Point Thrift Plan reported participants fell from 1,128 in the plan year 2022 filing to 1,117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591166437 · The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R PY 2023 · Other

Shell Point Thrift Plan · $43M · 1,117 · 84th

  • TYPE $43M
  • NET 1,117
  • BOOK 84th
  • VS-ST Other
  • BOY near Nichols School Tiaa-Cref Retirement Plan
  • SCH ind #15243

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 →

Shell Point Thrift Plan in the asset neighbourhood

Southern Environmental Law Center Retirement & Employee Savings PlanSouthern Environmental Law C…$43MNichols School Tiaa-Cref Retirement PlanNichols School Tiaa-Cref Ret…$43MShell Point Thrift Plan$43MOverlake School 403(b)$42MSeven Counties Services Retirement Savings PlanSeven Counties Services Reti…$42M
End-of-year total assets ($M) among Shell Point Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN591166437
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R)

Sponsor-wide plan assets over time

All The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R plans reported in each filing year

Latest sponsor-wide plan assets
$47M 24.100222876332563% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.2M $47.4M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 1,128 $38M
2023 1 1,117 $43M
2024 1 1,116 $47M

Nearby Other Plans in Florida

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

Shell Point Thrift Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Shell Point Thrift Plan, Total assets ($B): 0.042544334 · Participants: 1117Shell Point Thrift 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
Shell Point Thrift Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Shell Point Thrift Plan side-by-side with 3 peers →

Shell Point Thrift Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Nichols School Tiaa-Cref Retirement Plan in NY ($43M); by covered participants it is Goodwill Northern New England 403(b) Plan in ME (1,118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,117 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 Shell Point Thrift Plan assets move in 2023? ▼
Shell Point Thrift Plan grew at a solid clip - up 11.4% during 2023, from $38M to $43M. Reported net income was $4M.
How have The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R's sponsor-wide assets grew 24.1%, from $38M to $47M.
Where does Shell Point Thrift Plan rank by assets among Form 5500 filers? ▼
Shell Point Thrift Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Shell Point Thrift Plan? ▼
Among Other plans in other states, the closest by assets is Nichols School Tiaa-Cref Retirement Plan in NY ($43M, 138 participants).
Which Other plans cover a similar participant headcount to Shell Point Thrift Plan? ▼
Among Other plans in other states, the closest by covered participants is Goodwill Northern New England 403(b) Plan in ME (1,118 participants, $15M 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 591166437.

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.