401(k) · DOL Form 5500 · 2023

Community Foundation for Palm Beach and Martin Counties, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
33rd
Percentile by assets National rank
$126,592
Avg per participant Near avg balance/head
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Official DOL plan name: Community Foundation Sec. 401 Retirement Plan · Sponsored by Community Foundation for Palm Beach and Martin Counties, Inc. · Florida · Other Services

$3M in assets, 20 participants

Community Foundation for Palm Beach and Martin Counties, Inc.'s Community Foundation Sec. 401 Retirement Plan reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,525 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Community Foundation Sec. 401 Retirement Plan ranks #4,525 of 7,857 2023 filers by assets (793% of the sector average)-$3M for 20 participants.

#4,525
in Other Services (7,857 peers)
-12.6%
assets change YoY

The plan reported a net loss of $366K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Foundation Sec. 401 Retirement Plan among the smaller filed plans by assets

Community Foundation Sec. 401 Retirement Plan vs every filed plan by assets

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

$2,531,842 33rd percentile higher than 33% 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

Community Foundation Sec. 401 Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Foundation Sec. 401 Retirement Plan is a small filing (20 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 237181875 · Community Foundation for Palm Beach and Martin Counties, Inc. PY 2023 · 401(k)

Community Foundation Sec. 401 Retirement Plan · $3M · 20 · 33rd

  • EIN $3M
  • RANK 20
  • PHOTO 33rd
  • IND 401(k)
  • EOY near Eyecare Associates, P.C. 401(k) and Profit Sharing Plan
  • 5500 ind #4525

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 →

Community Foundation Sec. 401 Retirement Plan in the asset neighbourhood

Community Foundation Sec. 401 Retirement PlanCommunity Foundation Sec. 40…$3MEyecare Associates, P.C. 401(k) and Profit Sharing PlanEyecare Associates, P.C. 401…$3MCornami 401(k) Plan$3MH2o Applied Technologies 401(k) PlanH2o Applied Technologies 401…$3MLowcountry Grocers, LLC Retirement Savings PlanLowcountry Grocers, LLC Reti…$3M
End-of-year total assets ($M) among Community Foundation Sec. 401 Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$366K
Employer EIN237181875
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Foundation for Palm Beach and Martin Counties, Inc.)

Sponsor-wide plan assets over time

All Community Foundation for Palm Beach and Martin Counties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.894244585562607% vs 2023
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20232024 $2.53M $2.98M ▲ +17.8%
Year Plans Participants Total Assets
2023 1 20 $3M
2024 1 20 $3M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Community Foundation Sec. 401 Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Community Foundation Sec. 401 Retirement Plan, Total assets ($B): 0.002531842 · Participants: 20Community Foundation Sec. 401 Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Community Foundation Sec. 401 Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Community Foundation Sec. 401 Retirement Plan side-by-side with 3 peers →

Community Foundation Sec. 401 Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Eyecare Associates, P.C. 401(k) and Profit Sharing Plan in CO ($3M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Community Foundation Sec. 401 Retirement Plan assets move in 2023? ▼
Community Foundation Sec. 401 Retirement Plan pulled back noticeably - down 12.6% during 2023, from $3M to $3M. Reported net income was -$366K.
How have Community Foundation for Palm Beach and Martin Counties, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Community Foundation for Palm Beach and Martin Counties, Inc.'s sponsor-wide assets grew 17.9%, from $3M to $3M.
Which 401(k) plans are similar in size to Community Foundation Sec. 401 Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eyecare Associates, P.C. 401(k) and Profit Sharing Plan in CO ($3M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Community Foundation Sec. 401 Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 237181875.

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.