Penney Retirement Community
Plan context: Penney Retirement Community 403(B) Plan
EIN 59-0624420 • Penney Farms, FL • 43 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
208
2024 Assets
$4,578,683
2024 Contributions
$463,309
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 208 | $4,578,683 | $463,309 | $2,227iApproximate average salary by contribution assumption: employee only about $55,686 at 4% or $37,124 at 6%; with 50% employer match about $37,124 at 4% or $24,749 at 6%; with 100% employer match about $27,843 at 4% or $18,562 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 208 | $4,578,683 | $463,309 | $2,227iApproximate average salary by contribution assumption: employee only about $55,686 at 4% or $37,124 at 6%; with 50% employer match about $37,124 at 4% or $24,749 at 6%; with 100% employer match about $27,843 at 4% or $18,562 at 6%. |
| Penney Retirement Community Inc. | - | 100 | - | - | - |
| 2023 | 2 | 197 | $4,021,004 | $391,028 | $1,985iApproximate average salary by contribution assumption: employee only about $49,623 at 4% or $33,082 at 6%; with 50% employer match about $33,082 at 4% or $22,055 at 6%; with 100% employer match about $24,811 at 4% or $16,541 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 197 | $4,021,004 | $391,028 | $1,985iApproximate average salary by contribution assumption: employee only about $49,623 at 4% or $33,082 at 6%; with 50% employer match about $33,082 at 4% or $22,055 at 6%; with 100% employer match about $24,811 at 4% or $16,541 at 6%. |
| Penney Retirement Community Inc. | - | 102 | - | - | - |
| 2022 | 2 | 151 | $3,695,041 | $396,369 | $2,625iApproximate average salary by contribution assumption: employee only about $65,624 at 4% or $43,749 at 6%; with 50% employer match about $43,749 at 4% or $29,166 at 6%; with 100% employer match about $32,812 at 4% or $21,875 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 151 | $3,695,041 | $396,369 | $2,625iApproximate average salary by contribution assumption: employee only about $65,624 at 4% or $43,749 at 6%; with 50% employer match about $43,749 at 4% or $29,166 at 6%; with 100% employer match about $32,812 at 4% or $21,875 at 6%. |
| Penney Retirement Community Inc. | - | 100 | - | - | - |
| 2021 | 2 | 146 | $4,038,632 | $379,616 | $2,600iApproximate average salary by contribution assumption: employee only about $65,003 at 4% or $43,335 at 6%; with 50% employer match about $43,335 at 4% or $28,890 at 6%; with 100% employer match about $32,501 at 4% or $21,668 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 146 | $4,038,632 | $379,616 | $2,600iApproximate average salary by contribution assumption: employee only about $65,003 at 4% or $43,335 at 6%; with 50% employer match about $43,335 at 4% or $28,890 at 6%; with 100% employer match about $32,501 at 4% or $21,668 at 6%. |
| Penney Retirement Community Inc. | - | 98 | - | - | - |
| 2020 | 3 | 148 | $4,226,195 | $443,319 | $2,995iApproximate average salary by contribution assumption: employee only about $74,885 at 4% or $49,923 at 6%; with 50% employer match about $49,923 at 4% or $33,282 at 6%; with 100% employer match about $37,442 at 4% or $24,962 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 148 | $4,226,195 | $443,319 | $2,995iApproximate average salary by contribution assumption: employee only about $74,885 at 4% or $49,923 at 6%; with 50% employer match about $49,923 at 4% or $33,282 at 6%; with 100% employer match about $37,442 at 4% or $24,962 at 6%. |
| Penney Retirement Community Inc. | - | 107 | - | - | - |
| Penney Retirement Community Inc. | - | 114 | - | - | - |
| 2019 | 2 | 158 | $3,512,886 | $421,003 | $2,665iApproximate average salary by contribution assumption: employee only about $66,614 at 4% or $44,410 at 6%; with 50% employer match about $44,410 at 4% or $29,606 at 6%; with 100% employer match about $33,307 at 4% or $22,205 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 158 | $3,512,886 | $421,003 | $2,665iApproximate average salary by contribution assumption: employee only about $66,614 at 4% or $44,410 at 6%; with 50% employer match about $44,410 at 4% or $29,606 at 6%; with 100% employer match about $33,307 at 4% or $22,205 at 6%. |
| Penney Retirement Community Inc. | - | 111 | - | - | - |
| 2018 | 1 | 159 | $2,768,527 | $390,239 | $2,454iApproximate average salary by contribution assumption: employee only about $61,358 at 4% or $40,906 at 6%; with 50% employer match about $40,906 at 4% or $27,270 at 6%; with 100% employer match about $30,679 at 4% or $20,453 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 159 | $2,768,527 | $390,239 | $2,454iApproximate average salary by contribution assumption: employee only about $61,358 at 4% or $40,906 at 6%; with 50% employer match about $40,906 at 4% or $27,270 at 6%; with 100% employer match about $30,679 at 4% or $20,453 at 6%. |
| 2017 | 1 | 157 | $3,179,005 | $369,050 | $2,351iApproximate average salary by contribution assumption: employee only about $58,766 at 4% or $39,177 at 6%; with 50% employer match about $39,177 at 4% or $26,118 at 6%; with 100% employer match about $29,383 at 4% or $19,589 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 157 | $3,179,005 | $369,050 | $2,351iApproximate average salary by contribution assumption: employee only about $58,766 at 4% or $39,177 at 6%; with 50% employer match about $39,177 at 4% or $26,118 at 6%; with 100% employer match about $29,383 at 4% or $19,589 at 6%. |
| 2016 | 1 | 189 | $2,734,480 | $343,649 | $1,818iApproximate average salary by contribution assumption: employee only about $45,456 at 4% or $30,304 at 6%; with 50% employer match about $30,304 at 4% or $20,203 at 6%; with 100% employer match about $22,728 at 4% or $15,152 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 189 | $2,734,480 | $343,649 | $1,818iApproximate average salary by contribution assumption: employee only about $45,456 at 4% or $30,304 at 6%; with 50% employer match about $30,304 at 4% or $20,203 at 6%; with 100% employer match about $22,728 at 4% or $15,152 at 6%. |
| 2015 | 1 | 176 | $2,366,042 | $313,489 | $1,781iApproximate average salary by contribution assumption: employee only about $44,530 at 4% or $29,686 at 6%; with 50% employer match about $29,686 at 4% or $19,791 at 6%; with 100% employer match about $22,265 at 4% or $14,843 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 176 | $2,366,042 | $313,489 | $1,781iApproximate average salary by contribution assumption: employee only about $44,530 at 4% or $29,686 at 6%; with 50% employer match about $29,686 at 4% or $19,791 at 6%; with 100% employer match about $22,265 at 4% or $14,843 at 6%. |
| 2014 | 1 | 189 | $2,939,846 | $326,138 | $1,726iApproximate average salary by contribution assumption: employee only about $43,140 at 4% or $28,760 at 6%; with 50% employer match about $28,760 at 4% or $19,173 at 6%; with 100% employer match about $21,570 at 4% or $14,380 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 189 | $2,939,846 | $326,138 | $1,726iApproximate average salary by contribution assumption: employee only about $43,140 at 4% or $28,760 at 6%; with 50% employer match about $28,760 at 4% or $19,173 at 6%; with 100% employer match about $21,570 at 4% or $14,380 at 6%. |
| 2013 | 1 | 186 | $3,485,475 | $320,443 | $1,723iApproximate average salary by contribution assumption: employee only about $43,070 at 4% or $28,714 at 6%; with 50% employer match about $28,714 at 4% or $19,142 at 6%; with 100% employer match about $21,535 at 4% or $14,357 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 186 | $3,485,475 | $320,443 | $1,723iApproximate average salary by contribution assumption: employee only about $43,070 at 4% or $28,714 at 6%; with 50% employer match about $28,714 at 4% or $19,142 at 6%; with 100% employer match about $21,535 at 4% or $14,357 at 6%. |
| 2012 | 1 | 187 | $2,918,421 | $743,855 | $3,978iApproximate average salary by contribution assumption: employee only about $99,446 at 4% or $66,297 at 6%; with 50% employer match about $66,297 at 4% or $44,198 at 6%; with 100% employer match about $49,723 at 4% or $33,149 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 187 | $2,918,421 | $743,855 | $3,978iApproximate average salary by contribution assumption: employee only about $99,446 at 4% or $66,297 at 6%; with 50% employer match about $66,297 at 4% or $44,198 at 6%; with 100% employer match about $49,723 at 4% or $33,149 at 6%. |
| 2011 | 1 | 174 | $2,178,357 | $337,365 | $1,939iApproximate average salary by contribution assumption: employee only about $48,472 at 4% or $32,315 at 6%; with 50% employer match about $32,315 at 4% or $21,543 at 6%; with 100% employer match about $24,236 at 4% or $16,157 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 174 | $2,178,357 | $337,365 | $1,939iApproximate average salary by contribution assumption: employee only about $48,472 at 4% or $32,315 at 6%; with 50% employer match about $32,315 at 4% or $21,543 at 6%; with 100% employer match about $24,236 at 4% or $16,157 at 6%. |
| 2010 | 1 | 171 | $2,012,937 | $338,664 | $1,980iApproximate average salary by contribution assumption: employee only about $49,512 at 4% or $33,008 at 6%; with 50% employer match about $33,008 at 4% or $22,005 at 6%; with 100% employer match about $24,756 at 4% or $16,504 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 171 | $2,012,937 | $338,664 | $1,980iApproximate average salary by contribution assumption: employee only about $49,512 at 4% or $33,008 at 6%; with 50% employer match about $33,008 at 4% or $22,005 at 6%; with 100% employer match about $24,756 at 4% or $16,504 at 6%. |
| 2009 | 2 | 157 | $1,678,959 | $511,408 | $3,257iApproximate average salary by contribution assumption: employee only about $81,434 at 4% or $54,290 at 6%; with 50% employer match about $54,290 at 4% or $36,193 at 6%; with 100% employer match about $40,717 at 4% or $27,145 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 157 | $1,678,959 | $511,407 | $3,257iApproximate average salary by contribution assumption: employee only about $81,434 at 4% or $54,289 at 6%; with 50% employer match about $54,289 at 4% or $36,193 at 6%; with 100% employer match about $40,717 at 4% or $27,145 at 6%. |
| PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN | - | 0 | $0 | $1 | - |
| 2008 | 2 | 73 | $193,378 | $0 | - |
| PENNEY RETIREMENT COMMUNITY MONEY P URCHASE PLAN | - | 73 | $193,378 | - | - |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| 2007 | 2 | 91 | $0 | $0 | - |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN | - | 91 | - | - | - |
| 2006 | 3 | 61 | $551,442 | $0 | - |
| PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN | - | 61 | $275,721 | - | - |
| PENNEY RETIREMENT COMMUNITY MOENY PURCHASE PLAN | - | 61 | $275,721 | - | - |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| 2005 | 2 | 68 | $295,007 | $0 | - |
| PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN | - | 68 | $295,007 | - | - |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| 2004 | 2 | 79 | $326,085 | $0 | - |
| PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN | - | 79 | $326,085 | - | - |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| 2003 | 2 | 85 | $326,438 | $102,723 | $1,209iApproximate average salary by contribution assumption: employee only about $30,213 at 4% or $20,142 at 6%; with 50% employer match about $20,142 at 4% or $13,428 at 6%; with 100% employer match about $15,106 at 4% or $10,071 at 6%. |
| PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN | - | 85 | $326,438 | $102,723 | $1,209iApproximate average salary by contribution assumption: employee only about $30,213 at 4% or $20,142 at 6%; with 50% employer match about $20,142 at 4% or $13,428 at 6%; with 100% employer match about $15,106 at 4% or $10,071 at 6%. |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| 2002 | 2 | 93 | $0 | $0 | - |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| PENNEY RETIREMENT COMMUNITY MONEY P URCHASE PLAN | - | 93 | - | - | - |
| 2001 | 2 | 94 | $0 | $0 | - |
| PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN | - | 94 | - | - | - |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| 2000 | 2 | 84 | $0 | $0 | - |
| Penney Retirement Community 403(B) Plan | - | 0 | - | - | - |
| PENNEY RETIREMENT COMMUNITY MONEY PURCHASE PLAN | - | 84 | - | - | - |