Profit Sharing · DOL Form 5500 · 2024

Sunbelt Human Advancement Resources, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
220
Participants Below avg headcount
49th
Percentile by assets National rank
$33,413
Avg per participant Low balance/head
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Official DOL plan name: Sunbelt Human Advancement Resources 403(b) Plan · Sponsored by Sunbelt Human Advancement Resources, Inc. · South Carolina · Healthcare & Social Assistance

$7M in assets, 220 participants

Sunbelt Human Advancement Resources, Inc.'s Sunbelt Human Advancement Resources 403(b) Plan reported $7M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,148 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Sunbelt Human Advancement Resources 403(b) Plan holds $7M for 220 participants - about $33,413 per participant, in the lower half of filed plans by assets.

#9,148
in Healthcare & Social Assistance (16,916 peers)
+6.5%
assets growth YoY

Sunbelt Human Advancement Resources 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunbelt Human Advancement Resources 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,350,805 49th percentile higher than 49% of 123,620 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 2024

Sunbelt Human Advancement Resources 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. Sunbelt Human Advancement Resources 403(b) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunbelt Human Advancement Resources 403(b) Plan reported net income rose from $63K in the plan year 2023 filing to $448K in the plan year 2024 filing.
  • Sunbelt Human Advancement Resources 403(b) Plan reported participants fell from 352 in the plan year 2023 filing to 220 in the plan year 2024 filing.
  • Sunbelt Human Advancement Resources 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 576028253 · Sunbelt Human Advancement Resources, Inc. PY 2024 · Profit Sharing

Sunbelt Human Advancement Resources 403(b) Plan · $7M · 220 · 49th

  • EIN $7M
  • EIN 220
  • EIN 49th
  • EIN Profit Sharing
  • EIN near M & F Western Products Profit Sharing Plan
  • EIN ind #9148

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 South Carolina →

Sunbelt Human Advancement Resources 403(b) Plan in the asset neighbourhood

Sunbelt Human Advancement Resources 403(b) PlanSunbelt Human Advancement Re…$7MM & F Western Products Profit Sharing PlanM & F Western Products Profi…$7MGapshare Puerto Rico Plan$7MThe Krell Institute Retirement PlanThe Krell Institute Retireme…$7MRitchie Wong M.D., Inc. Profit Sharing PlanRitchie Wong M.D., Inc. Prof…$7M
End-of-year total assets ($M) among Sunbelt Human Advancement Resources 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$448K
Employer EIN576028253
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunbelt Human Advancement Resources, Inc.)

Sponsor-wide plan assets over time

All Sunbelt Human Advancement Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 7.476111481022382% vs 2022
2024 filing year
$6.6M$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $6.84M $7.35M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 373 $7M
2023 1 352 $7M
2024 1 220 $7M

Nearby Profit Sharing Plans in South Carolina

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

Sunbelt Human Advancement Resources 403(b) Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Sunbelt Human Advancement Resources 403(b) Plan, Total assets ($B): 0.007350805 · Participants: 220Sunbelt Human Advancement Resources 403(b) PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Sunbelt Human Advancement Resources 403(b) Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Sunbelt Human Advancement Resources 403(b) Plan side-by-side with 3 peers →

Sunbelt Human Advancement Resources 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is M & F Western Products Profit Sharing Plan in TX ($7M); by covered participants it is Ball Homes, LLC Retirement Plan in KY (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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.

Frequently Asked Questions

How did Sunbelt Human Advancement Resources 403(b) Plan assets move in 2024? ▼
Sunbelt Human Advancement Resources 403(b) Plan grew at a solid clip - up 6.5% during 2024, from $7M to $7M. Reported net income was $448K.
How have Sunbelt Human Advancement Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunbelt Human Advancement Resources, Inc.'s sponsor-wide assets grew 7.5%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Sunbelt Human Advancement Resources 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is M & F Western Products Profit Sharing Plan in TX ($7M, 154 participants).
Which Profit Sharing plans cover a similar participant headcount to Sunbelt Human Advancement Resources 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ball Homes, LLC Retirement Plan in KY (220 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 576028253.

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.