Profit Sharing · DOL Form 5500 · 2023

Sunbelt Human Advancement Resources, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
352
Participants Below avg headcount
51st
Percentile by assets National rank
$19,609
Avg per participant Low balance/head
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Official DOL plan name: Sunbelt Human Advancement Resources 403(b) Plan · Sponsored by Sunbelt Human Advancement Resources, Inc. · South Carolina · Healthcare & Social Assistance

$7M in assets, 352 participants

Sunbelt Human Advancement Resources, Inc.'s Sunbelt Human Advancement Resources 403(b) Plan reported $7M in total assets and 352 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,898 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Sunbelt Human Advancement Resources 403(b) Plan holds $7M for 352 participants - about $19,609 per participant, above the median plan by assets.

#9,898
in Healthcare & Social Assistance (17,684 peers)
+0.9%
assets growth YoY

Sunbelt Human Advancement Resources 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunbelt Human Advancement Resources 403(b) Plan vs every filed plan by assets

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

$6,902,513 Top 49% higher than 51% 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

Sunbelt Human Advancement Resources 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunbelt Human Advancement Resources 403(b) Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunbelt Human Advancement Resources 403(b) Plan reported net income rose from -$95K in the plan year 2022 filing to $63K in the plan year 2023 filing.
  • Sunbelt Human Advancement Resources 403(b) Plan reported participants fell from 373 in the plan year 2022 filing to 352 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 576028253 · Sunbelt Human Advancement Resources, Inc. PY 2023 · Profit Sharing

Sunbelt Human Advancement Resources 403(b) Plan · $7M · 352 · 51st

  • EOY $7M
  • 5500 352
  • ASSETS 51st
  • PCT Profit Sharing
  • EIN near Inspire Energy Holdings 401(k) Retirement Plan
  • RANK ind #9898

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 →

Sunbelt Human Advancement Resources 403(b) Plan in the asset neighbourhood

Kurt Hesse Md PC Profit Sharing PlanKurt Hesse Md PC Profit Shar…$7MSunbelt Human Advancement Resources 403(b) PlanSunbelt Human Advancement Re…$7MInspire Energy Holdings 401(k) Retirement PlanInspire Energy Holdings 401(…$7MBest Option Healthcare Puerto Rico, Inc. Retirement PlanBest Option Healthcare Puert…$7MThe Sobert Realty Corp. Retirement Plan and TrustThe Sobert Realty Corp. Reti…$7M
End-of-year total assets ($M) among Sunbelt Human Advancement Resources 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$63K
Employer EIN576028253
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunbelt Human Advancement Resources, Inc.)

Sponsor-wide plan assets over time

All Sunbelt Human Advancement Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 7.476111481022382% vs 2022
2024 filing year
$6.6M$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $6.84M $7.35M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 373 $7M
2023 1 352 $7M
2024 1 220 $7M

Nearby Profit Sharing Plans in South Carolina

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

Sunbelt Human Advancement Resources 403(b) Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Sunbelt Human Advancement Resources 403(b) Plan, Total assets ($B): 0.006902513 · Participants: 352Sunbelt Human Advancement Resources 403(b) PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Sunbelt Human Advancement Resources 403(b) Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Sunbelt Human Advancement Resources 403(b) Plan side-by-side with 3 peers →

Sunbelt Human Advancement Resources 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Inspire Energy Holdings 401(k) Retirement Plan in CA ($7M); by covered participants it is The Alternative Living Group, Inc. Profit Sharing Plan in NY (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Sunbelt Human Advancement Resources 403(b) Plan assets move in 2023? ▼
Sunbelt Human Advancement Resources 403(b) Plan held essentially flat - up 0.9% during 2023, from $7M to $7M. Reported net income was $63K.
How have Sunbelt Human Advancement Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunbelt Human Advancement Resources, Inc.'s sponsor-wide assets grew 7.5%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Sunbelt Human Advancement Resources 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Inspire Energy Holdings 401(k) Retirement Plan in CA ($7M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Sunbelt Human Advancement Resources 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Alternative Living Group, Inc. Profit Sharing Plan in NY (352 participants, N/A 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 576028253.

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.