Defined Benefit (Pension) · DOL Form 5500 · 2022

Sfmb Management, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
117
Participants Small participant base
39th
Percentile by assets National rank
$23,971
Avg per participant Low balance/head
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Official DOL plan name: Sfmb Management, LLC Cash Balance Pension Plan · Sponsored by Sfmb Management, LLC · Florida · Food Services & Accommodation

$3M in assets, 117 participants

Sfmb Management, LLC's Sfmb Management, LLC Cash Balance Pension Plan reported $3M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,423 in Food Services & Accommodation (4,592 peers)

Coverage in Florida

Sfmb Management, LLC Cash Balance Pension Plan covers 117 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#3,423
in Food Services & Accommodation (4,592 peers)
-0.8%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sfmb Management, LLC Cash Balance Pension Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sfmb Management, LLC Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,804,631 39th percentile higher than 39% of 139,123 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 2022

Sfmb Management, LLC Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sfmb Management, LLC Cash Balance Pension Plan sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 464153922 · Sfmb Management, LLC PY 2022 · Defined Benefit (Pension)

Sfmb Management, LLC Cash Balance Pension Plan · $3M · 117 · 39th

  • 5500 $3M
  • 5500 117
  • 5500 39th
  • 5500 Defined Benefit (Pension)
  • 5500 near Lava Lava, LLC Defined Benefit Plan & Trust
  • 5500 ind #3423

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Sfmb Management, LLC Cash Balance Pension Plan in the asset neighbourhood

Randy W. Garland, Dds, Inc. Cash Balance PlanRandy W. Garland, Dds, Inc. …$3MSfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC Cash Ba…$3MLava Lava, LLC Defined Benefit Plan & TrustLava Lava, LLC Defined Benef…$3MKurt Stormberg, D.D.S., M.S., Inc. Defined Benefit Pension PlanKurt Stormberg, D.D.S., M.S.…$3MThe Ozurovich Group Apc Defined Benefit Pension PlanThe Ozurovich Group Apc Defi…$3M
End-of-year total assets ($M) among Sfmb Management, LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$22K
Employer EIN464153922
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfmb Management, LLC)

Sponsor-wide plan assets over time

All Sfmb Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.56194059040209% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.8M $4.05M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 117 $3M
2023 1 114 $3M
2024 1 61 $4M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sfmb Management, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Sfmb Management, LLC Cash Balance Pension Plan, Total assets ($B): 0.002804631 · Participants: 117Sfmb Management, LLC Cash Balance Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Sfmb Management, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Sfmb Management, LLC Cash Balance Pension Plan side-by-side with 3 peers →

Sfmb Management, LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Lava Lava, LLC Defined Benefit Plan & Trust in HI ($3M); by covered participants it is Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan in OH (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sfmb Management, LLC Cash Balance Pension Plan assets move in 2022? ▼
Sfmb Management, LLC Cash Balance Pension Plan held essentially flat - down 0.8% during 2022, from $3M to $3M. Reported net income was -$22K.
How have Sfmb Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfmb Management, LLC's sponsor-wide assets grew 44.6%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Sfmb Management, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lava Lava, LLC Defined Benefit Plan & Trust in HI ($3M, 84 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sfmb Management, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mechanics Laundry & Supply, Inc. Teamsters Employees Pension Plan in OH (117 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464153922.

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.