Defined Benefit (Pension) · DOL Form 5500 · 2023

Sfmb Management, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
114
Participants Small participant base
38th
Percentile by assets National rank
$30,296
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, 114 participants

Sfmb Management, LLC's Sfmb Management, LLC Cash Balance Pension Plan reported $3M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,819 in Food Services & Accommodation (3,828 peers)

Coverage in Florida

Sfmb Management, LLC Cash Balance Pension Plan covers 114 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#2,819
in Food Services & Accommodation (3,828 peers)
+23.1%
assets growth YoY

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 2023 · DOL Form 5500

$3,453,751 38th percentile higher than 38% 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

Sfmb Management, LLC Cash Balance Pension 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. Sfmb Management, LLC Cash Balance Pension Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sfmb Management, LLC Cash Balance Pension Plan reported net income rose from -$22K in the plan year 2022 filing to $649K in the plan year 2023 filing.
  • Sfmb Management, LLC Cash Balance Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sfmb Management, LLC Cash Balance Pension Plan reported participants fell from 117 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464153922 · Sfmb Management, LLC PY 2023 · Defined Benefit (Pension)

Sfmb Management, LLC Cash Balance Pension Plan · $3M · 114 · 38th

  • PHOTO $3M
  • IND 114
  • EOY 38th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Montgomery General Hospital Employees' Pension Plan
  • PCT ind #2819

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

Montgomery General Hospital Employees' Pension PlanMontgomery General Hospital …$3MMorris Bean & Company Ret Plan for Hourly Bargaining Unit EmployeesMorris Bean & Company Ret Pl…$3MAccuratime Corporation Defined Benefit Pension PlanAccuratime Corporation Defin…$3MSfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC Cash Ba…$3MAmerican Lending Center Holdings Inc. Defined Benefit Pension PlanAmerican Lending Center Hold…$3M
End-of-year total assets ($M) among Sfmb Management, LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$649K
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 -20246810 Total assets ($B) Participants Sfmb Management, LLC Cash Balance Pension Plan, Total assets ($B): 0.003453751 · Participants: 114Sfmb Management, LLC Cash Balance Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
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 Montgomery General Hospital Employees' Pension Plan in WV ($3M); by covered participants it is Estwing Manufacturing Company, Inc. Pension Plan in IL (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Sfmb Management, LLC Cash Balance Pension Plan assets move in 2023? ▼
Sfmb Management, LLC Cash Balance Pension Plan grew sharply - up 23.1% during 2023, from $3M to $3M. Reported net income was $649K.
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 Montgomery General Hospital Employees' Pension Plan in WV ($3M, 86 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 Estwing Manufacturing Company, Inc. Pension Plan in IL (114 participants, $16M 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 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.