Other · DOL Form 5500 · 2023
Sma Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,002
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $22,465
- Avg per participant Low balance/head
Official DOL plan name: Sma Healthcare, Inc. 403(b) Plan · Sponsored by Sma Healthcare, Inc. · Florida · Other Services
$23M in assets, 1,002 participants
Sma Healthcare, Inc.'s Sma Healthcare, Inc. 403(b) Plan reported $23M in total assets and 1,002 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,792 in Other Services (7,857 peers)
Where Sma Healthcare, Inc. 403(b) Plan sits by assets
Sma Healthcare, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 1,002 participants (~$22,465/participant), up 15.5% in 2023.
- #6,792
- in Other Services (7,857 peers)
- +15.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Sma Healthcare, Inc. 403(b) Plan's outsized position by total assets
Sma Healthcare, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,509,896 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sma Healthcare, Inc. 403(b) 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. Sma Healthcare, Inc. 403(b) Plan lands in the large band (1,002 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sma Healthcare, Inc. 403(b) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Sma Healthcare, Inc. 403(b) Plan reported net income rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sma Healthcare, Inc. 403(b) Plan reported participants rose from 890 in the plan year 2022 filing to 1,002 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 590976866 · Sma Healthcare, Inc. PY 2023 · Other
Sma Healthcare, Inc. 403(b) Plan · $23M · 1,002 · 75th
- PCT $23M
- EIN 1,002
- RANK 75th
- PHOTO Other
- IND near Cincinnati Country Day School Tiaa Cref Retirement Plan
- EOY ind #6792
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 Other Services retirement plans → · Plans in Florida →
Sma Healthcare, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 590976866 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sma Healthcare, Inc.)
Sponsor-wide plan assets over time
All Sma Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 31.34982124188278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 890 | $19M |
| 2023 | 1 | 1,002 | $23M |
| 2024 | 1 | 1,044 | $26M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Sma Healthcare, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH ($22M); by covered participants it is Michigan Public Health Institute 403(b) Retirement Savings Plan in MI (1,003 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Cincinnati Country Day School Tiaa Cref Retirement Plan (OH) $22M · 234
- Chapin Hall Center for Children 403(b) Plan (IL) $23M · 152
- Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan (WI) $23M · 1,290
- University of Massachusetts Global Defined Contribution Retirement Plan (CA) $23M · 405
Similar participant headcount
Nearest other-state filings by covered participants (1,002 participants); asset peers above are excluded.
- Michigan Public Health Institute 403(b) Retirement Savings Plan (MI) 1,003 · 1 off
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan (MN) 1,003 · 1 off
- St. Catherine University Defined Contribution Retirement Plan (MN) 1,004 · 2 off
- Fairleigh Dickinson University Defined Contribution Plan (NJ) 1,000 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.