Other · DOL Form 5500 · 2024
Sunrise Community, Inc. Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 2,988
- Participants Above avg headcount
- 77th
- Percentile by assets National rank
- $10,030
- Avg per participant Low balance/head
Official DOL plan name: Sunrise Community, Inc. the Employee Pension Benefit Plan · Sponsored by Sunrise Community, Inc. · Florida · Professional & Technical Services
$30M in assets, 2,988 participants
Sunrise Community, Inc.'s Sunrise Community, Inc. the Employee Pension Benefit Plan reported $30M in total assets and 2,988 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,587 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Sunrise Community, Inc. the Employee Pension Benefit Plan covers 2,988 participants in Florida, 4.8x the typical Florida plan (state average ~628 per filing). Assets: $30M.
- #15,587
- in Professional & Technical Services (20,173 peers)
- +15.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sunrise Community, Inc. the Employee Pension Benefit Plan's outsized position by total assets
Sunrise Community, Inc. the Employee Pension Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,968,486 Top 23% higher than 77% 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
Sunrise Community, Inc. the Employee Pension Benefit 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. Sunrise Community, Inc. the Employee Pension Benefit Plan lands in the large band (2,988 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunrise Community, Inc. the Employee Pension Benefit Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sunrise Community, Inc. the Employee Pension Benefit Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Sunrise Community, Inc. the Employee Pension Benefit Plan reported participants rose from 2,877 in the plan year 2023 filing to 2,988 in the plan year 2024 filing.
DOL schedule card
Filing strip 650118730 · Sunrise Community, Inc. PY 2024 · Other
Sunrise Community, Inc. the Employee Pension Benefit Plan · $30M · 2,988 · 77th
- 5500 $30M
- 5500 2,988
- 5500 77th
- 5500 Other
- 5500 near 403(b) Thrift Plan for Employees of the San Francisco Food Bank
- 5500 ind #15587
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 Professional & Technical Services retirement plans → · Plans in Florida →
Sunrise Community, Inc. the Employee Pension Benefit Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 650118730 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunrise Community, Inc.)
Sponsor-wide plan assets over time
All Sunrise Community, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 31.623621401298884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,979 | $23M |
| 2023 | 1 | 2,877 | $26M |
| 2024 | 1 | 2,988 | $30M |
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
Sunrise Community, Inc. the Employee Pension Benefit Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is 403(b) Thrift Plan for Employees of the San Francisco Food Bank in CA ($30M); by covered participants it is Uva Community Health Retirement Plan in VA (2,975 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,988 participants); asset peers above are excluded.
- Uva Community Health Retirement Plan (VA) 2,975 · 13 off
- Roger Williams University Retirement Plan (RI) 3,017 · 29 off
- Metropolitan Jewish Health System, Inc. 403(b) Plan (NY) 2,956 · 32 off
- Genesis Healthcare System Tda Thrift Plan (OH) 3,023 · 35 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.