Defined Benefit (Pension) · DOL Form 5500 · 2024

Sfmb Management, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
61
Participants Small participant base
38th
Percentile by assets National rank
$66,466
Avg per participant Below avg balance/head
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Official DOL plan name: Sfmb Management, LLC Cash Balance Pension Plan · Sponsored by Sfmb Management, LLC · Florida · Food Services & Accommodation

$4M in assets, 61 participants

Sfmb Management, LLC's Sfmb Management, LLC Cash Balance Pension Plan reported $4M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,700 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sfmb Management, LLC Cash Balance Pension Plan ranks #2,700 of 3,672 2024 filers by assets (483% of the sector average)-$4M for 61 participants.

#2,700
in Food Services & Accommodation (3,672 peers)
+17.4%
assets growth YoY

Sfmb Management, LLC Cash Balance Pension Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sfmb Management, LLC Cash Balance Pension Plan vs every filed plan by assets

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

$4,054,429 38th percentile higher than 38% 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

Sfmb Management, LLC Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sfmb Management, LLC Cash Balance Pension Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sfmb Management, LLC Cash Balance Pension Plan reported participants fell from 114 in the plan year 2023 filing to 61 in the plan year 2024 filing.
  • Sfmb Management, LLC Cash Balance Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sfmb Management, LLC Cash Balance Pension Plan reported net income fell from $649K in the plan year 2023 filing to $601K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464153922 · Sfmb Management, LLC PY 2024 · Defined Benefit (Pension)

Sfmb Management, LLC Cash Balance Pension Plan · $4M · 61 · 38th

  • SCH $4M
  • EBSA 61
  • PART 38th
  • TYPE Defined Benefit (Pension)
  • NET near Benesch, Friedlander, Coplan & Aronoff LLP Market-Based Cash Balance Plan
  • BOOK ind #2700

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Sfmb Management, LLC Cash Balance Pension Plan in the asset neighbourhood

Jack Rubin & Sons, Inc. Defined Benefit Pension PlanJack Rubin & Sons, Inc. Defi…$4MSfmb Management, LLC Cash Balance Pension PlanSfmb Management, LLC Cash Ba…$4MBenesch, Friedlander, Coplan & Aronoff LLP Market-Based Cash Balance PlanBenesch, Friedlander, Coplan…$4MWindmiller Properties, LLC Pension PlanWindmiller Properties, LLC P…$4MNational Waste Service LLC Cash Balance PlanNational Waste Service LLC C…$4M
End-of-year total assets ($M) among Sfmb Management, LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$601K
Employer EIN464153922
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sfmb Management, LLC)

Sponsor-wide plan assets over time

All Sfmb Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.56194059040209% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.8M $4.05M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 117 $3M
2023 1 114 $3M
2024 1 61 $4M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sfmb Management, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Sfmb Management, LLC Cash Balance Pension Plan, Total assets ($B): 0.004054429 · Participants: 61Sfmb Management, LLC Cash Balance Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Sfmb Management, LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Sfmb Management, LLC Cash Balance Pension Plan side-by-side with 3 peers →

Sfmb Management, LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Benesch, Friedlander, Coplan & Aronoff LLP Market-Based Cash Balance Plan in OH ($4M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Sfmb Management, LLC Cash Balance Pension Plan assets move in 2024? ▼
Sfmb Management, LLC Cash Balance Pension Plan grew sharply - up 17.4% during 2024, from $3M to $4M. Reported net income was $601K.
How have Sfmb Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sfmb Management, LLC's sponsor-wide assets grew 44.6%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Sfmb Management, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Benesch, Friedlander, Coplan & Aronoff LLP Market-Based Cash Balance Plan in OH ($4M, 51 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sfmb Management, LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (61 participants, $4M 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 464153922.

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.