Other · DOL Form 5500 · 2023

Child Care of Southwest Florida Inc. Retirement Plan

Data updated 2026-08-11

$2M
Total assets
93
Participants
29th
Percentile by assets
$19,725
Avg per participant
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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.

  • 29th percentile by assets (of 127,072 plans)
  • #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.

$2M
total plan assets (2023 EOY)
93
covered participants
29th
percentile by assets (of 127,072 plans)
$19,725
avg assets per participant

Where 403b Thrift Plan for Child Care of Southwest Florida Inc. sits by total 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 $2,010,000,000 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

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 →

State
Florida
Industry
Healthcare & Social Assistance

Other filing for 403b Thrift Plan for Child Care of Southwest Florida Inc.

Other filing for plan year 2023: EIN 596198583 ; effective since 1995-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$1.7M$1.75M$1.8M$1.85M 20222023 $1.73M $1.83M ▲ +5.8%
Total plan assets by year, all Child Care of Southwest Florida Inc. plans on file
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 ($B) Participants 403b Thrift Plan for…, Total assets ($B): 0.001834443 · Participants: 93403b Thrift Plan for…Baptist Health South…, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South…University of Miami …, Total assets ($B): 1.720804746 · Participants: 12683University of Miami …Orlando Health Retir…, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retir…Defined Contribution…, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution…The Nemours Foundati…, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundati…
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 South… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403b Thrift Plan for Child Care of Southwest Florida Inc. by total assets, not by location.

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).

Next read for 403b Thrift Plan for Child Care of South…

Filing takeaways

Ways to act on 403b Thrift Plan for Child Care of Southwest Florida Inc.'s numbers.

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.