Other · DOL Form 5500 · 2024
Sma Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,044
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $24,515
- Avg per participant Low balance/head
Official DOL plan name: Sma Healthcare, Inc. 403(b) Plan · Sponsored by Sma Healthcare, Inc. · Florida · Other Services
$26M in assets, 1,044 participants
Sma Healthcare, Inc.'s Sma Healthcare, Inc. 403(b) Plan reported $26M in total assets and 1,044 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,694 in Other Services (7,719 peers)
Where Sma Healthcare, Inc. 403(b) Plan sits by assets
Sma Healthcare, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 1,044 participants (~$24,515/participant), up 13.7% in 2024.
- #6,694
- in Other Services (7,719 peers)
- +13.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sma Healthcare, Inc. 403(b) Plan's outsized position by total assets
Sma Healthcare, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,593,866 Top 25% higher than 75% 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
Sma Healthcare, Inc. 403(b) 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. Sma Healthcare, Inc. 403(b) Plan lands in the large band (1,044 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sma Healthcare, Inc. 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Sma Healthcare, Inc. 403(b) Plan reported participants rose from 1,002 in the plan year 2023 filing to 1,044 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 590976866 · Sma Healthcare, Inc. PY 2024 · Other
Sma Healthcare, Inc. 403(b) Plan · $26M · 1,044 · 75th
- 5500 $26M
- ASSETS 1,044
- PCT 75th
- EIN Other
- RANK near Tanana Chiefs Conference 403b Retirement Savings Plan
- PHOTO ind #6694
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 Other Services retirement plans → · Plans in Florida →
Sma Healthcare, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 590976866 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sma Healthcare, Inc.)
Sponsor-wide plan assets over time
All Sma Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 31.34982124188278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 890 | $19M |
| 2023 | 1 | 1,002 | $23M |
| 2024 | 1 | 1,044 | $26M |
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
Sma Healthcare, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Tanana Chiefs Conference 403b Retirement Savings Plan in AK ($26M); by covered participants it is Roofers Local 149 Defined Contribution Pension Fund in MI (1,044 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,044 participants); asset peers above are excluded.
- Roofers Local 149 Defined Contribution Pension Fund (MI) 1,044 · 0 off
- Genesee Education Consultant Svcs, Inc. 403b (MI) 1,045 · 1 off
- Providence College 403(b) Plan (RI) 1,046 · 2 off
- Monmouth University Defined Contribution Retirement Plan (NJ) 1,042 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.