Other · DOL Form 5500 · 2023

Senior Resource Association, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
104
Participants Small participant base
28th
Percentile by assets National rank
$15,764
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Senior Resource Association 403(b) Plan · Sponsored by Senior Resource Association, Inc. · Florida · Other Services

$2M in assets, 104 participants

Senior Resource Association, Inc.'s Senior Resource Association 403(b) Plan reported $2M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,186 in Other Services (7,857 peers)

Coverage in Florida

Senior Resource Association 403(b) Plan covers 104 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#4,186
in Other Services (7,857 peers)
+16.3%
assets growth YoY

Senior Resource Association 403(b) Plan among the smaller filed plans by assets

Senior Resource Association 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,639,473 28th percentile higher than 28% of 127,068 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 2023

Senior Resource Association 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Senior Resource Association 403(b) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Senior Resource Association 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Senior Resource Association 403(b) Plan reported net income fell from $258K in the plan year 2022 filing to $229K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591539957 · Senior Resource Association, Inc. PY 2023 · Other

Senior Resource Association 403(b) Plan · $2M · 104 · 28th

  • BOY $2M
  • BOY 104
  • BOY 28th
  • BOY Other
  • BOY near Washington Regional Transplant Community Tax Deferred Retirement Plan
  • BOY ind #4186

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 →

Senior Resource Association 403(b) Plan in the asset neighbourhood

Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity PlanSaint Joseph's Rehabilitatio…$2MSenior Resource Association 403(b) PlanSenior Resource Association …$2MWashington Regional Transplant Community Tax Deferred Retirement PlanWashington Regional Transpla…$2MStraith Hospital for Special Surgery Retirement PlanStraith Hospital for Special…$2MJohn Ronan Architect LLC Profit Sharing PlanJohn Ronan Architect LLC Pro…$2M
End-of-year total assets ($M) among Senior Resource Association 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$229K
Employer EIN591539957
Plan Effective Date1985-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Senior Resource Association, Inc.)

Sponsor-wide plan assets over time

All Senior Resource Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 71.34559123388713% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.41M $2.42M ▲ +71.6%
Year Plans Participants Total Assets
2022 1 105 $1M
2023 1 104 $2M
2024 1 123 $2M

Nearby Other Plans in Florida

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

Senior Resource Association 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Senior Resource Association 403(b) Plan, Total assets ($B): 0.001639473 · Participants: 104Senior Resource Association 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Senior Resource Association 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Senior Resource Association 403(b) Plan side-by-side with 3 peers →

Senior Resource Association 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Washington Regional Transplant Community Tax Deferred Retirement Plan in VA ($2M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Senior Resource Association 403(b) Plan assets move in 2023? ▼
Senior Resource Association 403(b) Plan grew sharply - up 16.3% during 2023, from $1M to $2M. Reported net income was $229K.
How have Senior Resource Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Senior Resource Association, Inc.'s sponsor-wide assets grew 71.3%, from $1M to $2M.
Which Other plans are similar in size to Senior Resource Association 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Washington Regional Transplant Community Tax Deferred Retirement Plan in VA ($2M, N/A participants).
Which Other plans cover a similar participant headcount to Senior Resource Association 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591539957.

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.