Other · DOL Form 5500 · 2024
The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 1,116
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $42,474
- Avg per participant Low balance/head
Official DOL plan name: Shell Point Thrift Plan · Sponsored by The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R · Florida · Healthcare & Social Assistance
$47M in assets, 1,116 participants
The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R's Shell Point Thrift Plan reported $47M in total assets and 1,116 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,522 in Healthcare & Social Assistance (16,916 peers)
Where Shell Point Thrift Plan sits by assets
Shell Point Thrift Plan sits in the top quartile of all filed plans by assets, $47M for 1,116 participants (~$42,474/participant), up 11.4% in 2024.
- #14,522
- in Healthcare & Social Assistance (16,916 peers)
- +11.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Shell Point Thrift Plan's outsized position by total assets
Shell Point Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,401,408 Top 16% higher than 84% 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
Shell Point Thrift Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shell Point Thrift Plan lands in the large band (1,116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shell Point Thrift Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Shell Point Thrift Plan end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 591166437 · The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R PY 2024 · Other
Shell Point Thrift Plan · $47M · 1,116 · 84th
- VS-ST $47M
- BOY 1,116
- SCH 84th
- EBSA Other
- PART near Oaks Integrated Care, Inc. 403(b) Savings Plan
- TYPE ind #14522
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 →
Shell Point Thrift Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $5M |
| Employer EIN | 591166437 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R)
Sponsor-wide plan assets over time
All The Christian & Missionary Alliance Foundation, Inc. Dba Shell Point R plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 24.100222876332563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,128 | $38M |
| 2023 | 1 | 1,117 | $43M |
| 2024 | 1 | 1,116 | $47M |
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
Shell Point Thrift Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Oaks Integrated Care, Inc. 403(b) Savings Plan in NJ ($47M); by covered participants it is Calvin University 403(b) Retirement Plan in MI (1,118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,116 participants); asset peers above are excluded.
- Calvin University 403(b) Retirement Plan (MI) 1,118 · 2 off
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) 1,114 · 2 off
- University Hospital 403(b) Plan (KY) 1,119 · 3 off
- Access Community Health Network Retirement Savings Plan (IL) 1,112 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.