Other · DOL Form 5500 · 2023

Child Care of Southwest Florida Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
93
Participants Small participant base
29th
Percentile by assets National rank
$19,725
Avg per participant Low balance/head
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Official DOL plan name: 403b Thrift Plan for Child Care of Southwest Florida Inc. · Sponsored by Child Care of Southwest Florida Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 93 participants

Child Care of Southwest Florida Inc.'s 403b Thrift Plan for Child Care of Southwest Florida Inc. reported $2M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,894 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

403b Thrift Plan for Child Care of Southwest Florida Inc. holds $2M for 93 participants - about $19,725 per participant, in the lower half of filed plans by assets.

#4,894
in Healthcare & Social Assistance (17,684 peers)
+6.2%
assets growth YoY

403b Thrift Plan for Child Care of Southwest Florida Inc. among the smaller filed plans by assets

403b Thrift Plan for Child Care of Southwest Florida Inc. vs every filed plan by assets

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

$1,834,443 29th percentile higher than 29% 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

403b Thrift Plan for Child Care of Southwest Florida Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403b Thrift Plan for Child Care of Southwest Florida Inc. is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403b Thrift Plan for Child Care of Southwest Florida Inc. reported net income rose from $39K in the plan year 2022 filing to $106K in the plan year 2023 filing.
  • 403b Thrift Plan for Child Care of Southwest Florida Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 596198583 · Child Care of Southwest Florida Inc. PY 2023 · Other

403b Thrift Plan for Child Care of Southwest Florida Inc. · $2M · 93 · 29th

  • EIN $2M
  • EIN 93
  • EIN 29th
  • EIN Other
  • EIN near Employee Benefit Plan of Tri-County Community Action, Inc.
  • EIN ind #4894

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 →

403b Thrift Plan for Child Care of Southwest Florida Inc. in the asset neighbourhood

Conference of Western Attorneys General 403b PlanConference of Western Attorn…$2M401(k) Profit Sharing Plan for Employees of Community Action Program for Central Arkansas, Inc.401(k) Profit Sharing Plan f…$2M403b Thrift Plan for Child Care of Southwest Florida Inc.403b Thrift Plan for Child C…$2MEmployee Benefit Plan of Tri-County Community Action, Inc.Employee Benefit Plan of Tri…$2MEmployee Benefit Plan of Acme Block & Brick, Inc.Employee Benefit Plan of Acm…$2M
End-of-year total assets ($M) among 403b Thrift Plan for Child Care of Southwest Florida Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$106K
Employer EIN596198583
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Child Care of Southwest Florida Inc.)

Sponsor-wide plan assets over time

All Child Care of Southwest Florida Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.155472688637974% vs 2022
2023 filing year
$1.7M$1.75M$1.8M$1.85M 20222023 $1.73M $1.83M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 93 $2M
2023 1 93 $2M

Nearby Other Plans in Florida

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

403b Thrift Plan for Child Care of Southwest Florida Inc. vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants 403b Thrift Plan for Child Care of Southwest Florida Inc., Total assets ($B): 0.001834443 · Participants: 93403b Thrift Plan for Child Care of Southwest Florida Inc.Baptist 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
403b Thrift Plan for Child Care of Southwest Florida Inc. vs. nearby Other plans in Florida, assets vs. participants
Compare 403b Thrift Plan for Child Care of Southwest Florida Inc. side-by-side with 3 peers →

403b Thrift Plan for Child Care of Southwest Florida Inc.'s out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Employee Benefit Plan of Tri-County Community Action, Inc. in TX ($2M); by covered participants it is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 403b Thrift Plan for Child Care of Southwest Florida Inc. assets move in 2023? ▼
403b Thrift Plan for Child Care of Southwest Florida Inc. grew at a solid clip - up 6.2% during 2023, from $2M to $2M. Reported net income was $106K.
How have Child Care of Southwest Florida Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Child Care of Southwest Florida Inc.'s sponsor-wide assets grew 6.2%, from $2M to $2M.
Which Other plans are similar in size to 403b Thrift Plan for Child Care of Southwest Florida Inc.? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Tri-County Community Action, Inc. in TX ($2M, 65 participants).
Which Other plans cover a similar participant headcount to 403b Thrift Plan for Child Care of Southwest Florida Inc.? ▼
Among Other plans in other states, the closest by covered participants is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants, $14M 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 596198583.

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.