Other · DOL Form 5500 · 2023

Pine Castle, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
100
Participants Small participant base
33rd
Percentile by assets National rank
$23,905
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pine Castle Retirement Plan · Sponsored by Pine Castle, Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 100 participants

Pine Castle, Inc.'s Pine Castle Retirement Plan reported $2M in total assets and 100 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.

  • #5,695 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Pine Castle Retirement Plan covers 100 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#5,695
in Healthcare & Social Assistance (17,684 peers)
-3.6%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pine Castle Retirement Plan among the smaller filed plans by assets

Pine Castle Retirement Plan vs every filed plan by assets

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

$2,390,520 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

Pine Castle 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. Pine Castle Retirement Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pine Castle Retirement Plan reported net income fell from -$2K in the plan year 2022 filing to -$88K in the plan year 2023 filing.
  • Pine Castle Retirement Plan reported participants rose from 75 in the plan year 2022 filing to 100 in the plan year 2023 filing.
  • Pine Castle Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590704733 · Pine Castle, Inc. PY 2023 · Other

Pine Castle Retirement Plan · $2M · 100 · 33rd

  • BOY $2M
  • SCH 100
  • EBSA 33rd
  • PART Other
  • TYPE near Katy Trail Community Health 403(b) Plan
  • NET ind #5695

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 →

Pine Castle Retirement Plan in the asset neighbourhood

Pine Castle Retirement Plan$2MKaty Trail Community Health 403(b) PlanKaty Trail Community Health …$2MNorthern Panhandle Head Start Retirement Savings ProgramNorthern Panhandle Head Star…$2MClausman & Associates Profit Sharing PlanClausman & Associates Profit…$2MWelcome House Inc. 403b Plan$2M
End-of-year total assets ($M) among Pine Castle 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-$88K
Employer EIN590704733
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pine Castle, Inc.)

Sponsor-wide plan assets over time

All Pine Castle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.555175418778039% vs 2022
2023 filing year
$2.35M$2.4M$2.45M$2.5M 20222023 $2.48M $2.39M ▼ -3.6%
Year Plans Participants Total Assets
2022 1 75 $2M
2023 1 100 $2M

Nearby Other Plans in Florida

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

Pine Castle Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Pine Castle Retirement Plan, Total assets ($B): 0.00239052 · Participants: 100Pine Castle Retirement 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
Pine Castle Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Pine Castle Retirement Plan side-by-side with 3 peers →

Pine Castle Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Katy Trail Community Health 403(b) Plan in MO ($2M); by covered participants it is Camino Health Center Retirement Plan in CA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Pine Castle Retirement Plan assets move in 2023? ▼
Pine Castle Retirement Plan edged down modestly - down 3.6% during 2023, from $2M to $2M. Reported net income was -$88K.
How have Pine Castle, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Pine Castle, Inc.'s sponsor-wide assets declined 3.6%, from $2M to $2M.
Which Other plans are similar in size to Pine Castle Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Katy Trail Community Health 403(b) Plan in MO ($2M, 159 participants).
Which Other plans cover a similar participant headcount to Pine Castle Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Camino Health Center Retirement Plan in CA (100 participants, $10M 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 590704733.

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.