Other · DOL Form 5500 · 2023

Sunrise Community, Inc. Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
2,877
Participants Above avg headcount
77th
Percentile by assets National rank
$9,044
Avg per participant Low balance/head
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Official DOL plan name: Sunrise Community, Inc. the Employee Pension Benefit Plan · Sponsored by Sunrise Community, Inc. · Florida · Professional & Technical Services

$26M in assets, 2,877 participants

Sunrise Community, Inc.'s Sunrise Community, Inc. the Employee Pension Benefit Plan reported $26M in total assets and 2,877 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,735 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Sunrise Community, Inc. the Employee Pension Benefit Plan covers 2,877 participants in Florida, 4.6x the typical Florida plan (state average ~628 per filing). Assets: $26M.

#15,735
in Professional & Technical Services (20,321 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sunrise Community, Inc. the Employee Pension Benefit Plan's outsized position by total assets

Sunrise Community, Inc. the Employee Pension Benefit Plan vs every filed plan by assets

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

$26,018,852 Top 23% higher than 77% 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

Sunrise Community, Inc. the Employee Pension Benefit 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. Sunrise Community, Inc. the Employee Pension Benefit Plan lands in the large band (2,877 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Community, Inc. the Employee Pension Benefit Plan reported participants rose from 1,979 in the plan year 2022 filing to 2,877 in the plan year 2023 filing.
  • Sunrise Community, Inc. the Employee Pension Benefit Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Sunrise Community, Inc. the Employee Pension Benefit Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650118730 · Sunrise Community, Inc. PY 2023 · Other

Sunrise Community, Inc. the Employee Pension Benefit Plan · $26M · 2,877 · 77th

  • PHOTO $26M
  • IND 2,877
  • EOY 77th
  • 5500 Other
  • ASSETS near National Council of State Boards of Nursing, Inc. 403(b) DC Plan
  • PCT ind #15735

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 Professional & Technical Services retirement plans → · Plans in Florida →

Sunrise Community, Inc. the Employee Pension Benefit Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland403(b) Thrift Plan for Emplo…$26MThe Learning Center for the Deaf 403(b) PlanThe Learning Center for the …$26MSunrise Community, Inc. the Employee Pension Benefit PlanSunrise Community, Inc. the …$26MNational Council of State Boards of Nursing, Inc. 403(b) DC PlanNational Council of State Bo…$26MThe Madeira School 403(b) PlanThe Madeira School 403(b) Pl…$26M
End-of-year total assets ($M) among Sunrise Community, Inc. the Employee Pension Benefit Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN650118730
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunrise Community, Inc.)

Sponsor-wide plan assets over time

All Sunrise Community, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 31.623621401298884% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $30M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 1,979 $23M
2023 1 2,877 $26M
2024 1 2,988 $30M

Nearby Other Plans in Florida

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

Sunrise Community, Inc. the Employee Pension Benefit Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Sunrise Community, Inc. the Employee Pension Benefit Plan, Total assets ($B): 0.026018852 · Participants: 2877Sunrise Community, Inc. the Employee Pension Benefit PlanBaptist 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
Sunrise Community, Inc. the Employee Pension Benefit Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Sunrise Community, Inc. the Employee Pension Benefit Plan side-by-side with 3 peers →

Sunrise Community, Inc. the Employee Pension Benefit Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is National Council of State Boards of Nursing, Inc. 403(b) DC Plan in IL ($26M); by covered participants it is Nrel 403(b) Employee Savings Plan in CO (2,877 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,877 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 Sunrise Community, Inc. the Employee Pension Benefit Plan assets move in 2023? ▼
Sunrise Community, Inc. the Employee Pension Benefit Plan grew at a solid clip - up 14.3% during 2023, from $23M to $26M. Reported net income was $3M.
How have Sunrise Community, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Community, Inc.'s sponsor-wide assets grew 31.6%, from $23M to $30M.
Where does Sunrise Community, Inc. the Employee Pension Benefit Plan rank by assets among Form 5500 filers? ▼
Sunrise Community, Inc. the Employee Pension Benefit Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sunrise Community, Inc. the Employee Pension Benefit Plan? ▼
Among Other plans in other states, the closest by assets is National Council of State Boards of Nursing, Inc. 403(b) DC Plan in IL ($26M, 147 participants).
Which Other plans cover a similar participant headcount to Sunrise Community, Inc. the Employee Pension Benefit Plan? ▼
Among Other plans in other states, the closest by covered participants is Nrel 403(b) Employee Savings Plan in CO (2,877 participants, $525M 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 650118730.

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.