Other · DOL Form 5500 · 2024

Challenge Enterprises of North Florida, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
284
Participants Below avg headcount
28th
Percentile by assets National rank
$6,360
Avg per participant Low balance/head
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Official DOL plan name: Challenge Enterprises of North Florida, Inc. Retirement Plan · Sponsored by Challenge Enterprises of North Florida, Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 284 participants

Challenge Enterprises of North Florida, Inc.'s Challenge Enterprises of North Florida, Inc. Retirement Plan reported $2M in total assets and 284 participants in its 2024 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.

  • #4,408 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Challenge Enterprises of North Florida, Inc. Retirement Plan covers 284 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#4,408
in Healthcare & Social Assistance (16,916 peers)
-0.6%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Challenge Enterprises of North Florida, Inc. Retirement Plan among the smaller filed plans by assets

Challenge Enterprises of North Florida, Inc. Retirement Plan vs every filed plan by assets

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

$1,806,131 28th percentile higher than 28% 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

Challenge Enterprises of North Florida, Inc. Retirement 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. Challenge Enterprises of North Florida, Inc. Retirement Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Challenge Enterprises of North Florida, Inc. Retirement Plan reported net income rose from -$148K in the plan year 2023 filing to -$12K in the plan year 2024 filing.
  • Challenge Enterprises of North Florida, Inc. Retirement Plan reported participants fell from 295 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591478621 · Challenge Enterprises of North Florida, Inc. PY 2024 · Other

Challenge Enterprises of North Florida, Inc. Retirement Plan · $2M · 284 · 28th

  • TYPE $2M
  • TYPE 284
  • TYPE 28th
  • TYPE Other
  • TYPE near Nadc 403(b) Plan
  • TYPE ind #4408

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Challenge Enterprises of North Florida, Inc. Retirement Plan in the asset neighbourhood

Challenge Enterprises of North Florida, Inc. Retirement PlanChallenge Enterprises of Nor…$2MNadc 403(b) Plan$2MBrent Simpson, D.D.S. Retirement PlanBrent Simpson, D.D.S. Retire…$2MMemphis Goodwill Inc. 403b Retirement PlanMemphis Goodwill Inc. 403b R…$2MVALORUS$2M
End-of-year total assets ($M) among Challenge Enterprises of North Florida, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$12K
Employer EIN591478621
Plan Effective Date2004-02-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Challenge Enterprises of North Florida, Inc.)

Sponsor-wide plan assets over time

All Challenge Enterprises of North Florida, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.094805087087341% vs 2022
2024 filing year
$1.75M$1.8M$1.85M$1.9M$1.95M$2M 202220232024 $1.97M $1.81M ▼ -8.1%
Year Plans Participants Total Assets
2022 1 286 $2M
2023 1 295 $2M
2024 1 284 $2M

Nearby Other Plans in Florida

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

Challenge Enterprises of North Florida, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Challenge Enterprises of North Florida, Inc. Retirement Plan, Total assets ($B): 0.001806131 · Participants: 284Challenge Enterprises of North Florida, Inc. Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Challenge Enterprises of North Florida, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Challenge Enterprises of North Florida, Inc. Retirement Plan side-by-side with 3 peers →

Challenge Enterprises of North Florida, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Nadc 403(b) Plan in AR ($2M); by covered participants it is University of Massachusetts Global Defined Contribution Retirement Plan in CA (284 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 (284 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 Challenge Enterprises of North Florida, Inc. Retirement Plan assets move in 2024? ▼
Challenge Enterprises of North Florida, Inc. Retirement Plan held essentially flat - down 0.6% during 2024, from $2M to $2M. Reported net income was -$12K.
How have Challenge Enterprises of North Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Challenge Enterprises of North Florida, Inc.'s sponsor-wide assets declined 8.1%, from $2M to $2M.
Which Other plans are similar in size to Challenge Enterprises of North Florida, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Nadc 403(b) Plan in AR ($2M, 58 participants).
Which Other plans cover a similar participant headcount to Challenge Enterprises of North Florida, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Massachusetts Global Defined Contribution Retirement Plan in CA (284 participants, $22M 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 591478621.

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.