Other · DOL Form 5500 · 2024
Penney Retirement Community Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $22,893
- Avg per participant Low balance/head
Official DOL plan name: Penney Retirement Community 403(b) Plan · Sponsored by Penney Retirement Community · Florida · Healthcare & Social Assistance
$5M in assets, 200 participants
Penney Retirement Community's Penney Retirement Community 403(b) Plan reported $5M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,257 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Penney Retirement Community 403(b) Plan covers 200 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $5M.
- #7,257
- in Healthcare & Social Assistance (16,916 peers)
- +13.9%
- assets growth YoY
Penney Retirement Community 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Penney Retirement Community 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,578,683 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Penney Retirement Community 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penney Retirement Community 403(b) Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Penney Retirement Community 403(b) Plan reported net income rose from $326K in the plan year 2023 filing to $558K in the plan year 2024 filing.
- Penney Retirement Community 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Penney Retirement Community 403(b) Plan reported participants rose from 180 in the plan year 2023 filing to 200 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 590624420 · Penney Retirement Community PY 2024 · Other
Penney Retirement Community 403(b) Plan · $5M · 200 · 40th
- BOOK $5M
- VS-ST 200
- BOY 40th
- SCH Other
- EBSA near Food Bank of Contra Costa and Solano 403(b) Plan
- PART ind #7257
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 →
Penney Retirement Community 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $558K |
| Employer EIN | 590624420 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penney Retirement Community)
Sponsor-wide plan assets over time
All Penney Retirement Community plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.91426779838167% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $4M |
| 2023 | 1 | 180 | $4M |
| 2024 | 1 | 200 | $5M |
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 $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Penney Retirement Community 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Food Bank of Contra Costa and Solano 403(b) Plan in CA ($5M); by covered participants it is Dana Hall School Retirement Plan for Employees in MA (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Food Bank of Contra Costa and Solano 403(b) Plan (CA) $5M · 120
- Jeremiah Program 403(b) Plan (MN) $5M · 152
- Accord Corporation 403(b) Plan (NY) $5M · 104
- Oswego Industries, Inc. Retirement Plan (NY) $5M · 114
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.