Other · DOL Form 5500 · 2023

Challenge Enterprises of North Florida, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 295
Participants Below avg headcount: 29th
Percentile by assets National rank: $6,162
Avg per participant Low balance/head

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Official DOL plan name: Challenge Enterprises of North Florida, Inc. Retirement Plan · Sponsored by Challenge Enterprises of North Florida, Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 295 participants

Challenge Enterprises of North Florida, Inc.'s Challenge Enterprises of North Florida, Inc. Retirement Plan reported $2M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#4,862 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Challenge Enterprises of North Florida, Inc. Retirement Plan covers 295 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#4,862
in Healthcare & Social Assistance (17,684 peers): -7.5%
assets change YoY

The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Challenge Enterprises of North Florida, Inc. Retirement Plan among the smaller filed plans by assets

Challenge Enterprises of North Florida, Inc. Retirement Plan vs every filed plan by assets

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

$1,817,678 29th percentile higher than 29% 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

Challenge Enterprises of North Florida, Inc. Retirement 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. Challenge Enterprises of North Florida, Inc. Retirement Plan sits mid-pack in the medium band (295 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Challenge Enterprises of North Florida, Inc. Retirement Plan reported net income fell from $203K in the plan year 2022 filing to -$148K in the plan year 2023 filing.
Challenge Enterprises of North Florida, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Challenge Enterprises of North Florida, Inc. Retirement Plan reported participants rose from 286 in the plan year 2022 filing to 295 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591478621 · Challenge Enterprises of North Florida, Inc. PY 2023 · Other

Challenge Enterprises of North Florida, Inc. Retirement Plan · $2M · 295 · 29th

PCT $2M
PCT 295
PCT 29th
PCT Other
PCT near Sanford 403(b) Retirement Savings Plan
PCT ind #4862

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Challenge Enterprises of North Florida, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$148K
Employer EIN	591478621
Plan Effective Date	2004-02-16
Filing Status	FILING RECEIVED

Sponsor Plan History (Challenge Enterprises of North Florida, Inc.)

Latest sponsor-wide plan assets: $2M 8.094805087087341% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	286	$2M
2023	1	295	$2M
2024	1	284	$2M

Nearby Other Plans in Florida

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

Challenge Enterprises of North Florida, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

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

Compare Challenge Enterprises of North Florida, Inc. Retirement Plan side-by-side with 3 peers →

Challenge Enterprises of North Florida, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Sanford 403(b) Retirement Savings Plan in ND ($2M); by covered participants it is 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. in IL (295 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Sanford 403(b) Retirement Savings Plan (ND) $2M · 5,488
Alepr Profit-Sharing Retirement Plan (PR) $2M · 2
Employee Benefit Plan of Acme Block & Brick, Inc. (TN) $2M · 96
Brent Simpson, D.D.S. Retirement Plan (TX) $2M · 6

Similar participant headcount

Nearest other-state filings by covered participants (295 participants); asset peers above are excluded.

403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. (IL) 295 · 0 off
American Diabetes Association 403(b) Retirement Plan (VA) 295 · 0 off
Codman Square Health Center 403(b) Pension Plan (MA) 295 · 0 off
June Shelton School and Evaluation Center 403(b) DC and Tda Plan (TX) 295 · 0 off

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 Challenge Enterprises of North Florida, Inc. Retirement Plan assets move in 2023? ▼

Challenge Enterprises of North Florida, Inc. Retirement Plan pulled back noticeably - down 7.5% during 2023, from $2M to $2M. Reported net income was -$148K.

How have Challenge Enterprises of North Florida, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Challenge Enterprises of North Florida, Inc.'s sponsor-wide assets declined 8.1%, from $2M to $2M.

Which Other plans are similar in size to Challenge Enterprises of North Florida, Inc. Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Sanford 403(b) Retirement Savings Plan in ND ($2M, 5,488 participants).

Which Other plans cover a similar participant headcount to Challenge Enterprises of North Florida, Inc. Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. in IL (295 participants, $2M 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 591478621.