Other · DOL Form 5500 · 2024
Senior Resource Association, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $19,642
- Avg per participant Low balance/head
Official DOL plan name: Senior Resource Association 403(b) Plan · Sponsored by Senior Resource Association, Inc. · Florida · Other Services
$2M in assets, 123 participants
Senior Resource Association, Inc.'s Senior Resource Association 403(b) Plan reported $2M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #4,298 in Other Services (7,719 peers)
Coverage in Florida
Senior Resource Association 403(b) Plan covers 123 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $2M.
- #4,298
- in Other Services (7,719 peers)
- +47.4%
- 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 2024 · DOL Form 5500
$2,415,930 31st percentile higher than 31% 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
Senior Resource Association 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. Senior Resource Association 403(b) Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Senior Resource Association 403(b) Plan reported net income rose from $229K in the plan year 2023 filing to $776K in the plan year 2024 filing.
- Senior Resource Association 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Senior Resource Association 403(b) Plan reported participants rose from 104 in the plan year 2023 filing to 123 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 591539957 · Senior Resource Association, Inc. PY 2024 · Other
Senior Resource Association 403(b) Plan · $2M · 123 · 31st
- NET $2M
- NET 123
- NET 31st
- NET Other
- NET near Southern California Health & Rehabilitation Program 403(b) Plan
- NET ind #4298
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
Florida filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $776K |
| Employer EIN | 591539957 |
| Plan Effective Date | 1985-01-29 |
| Filing Status | FILING 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
| 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.
- 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
Senior Resource Association 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Southern California Health & Rehabilitation Program 403(b) Plan in CA ($2M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 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.