How big is Menorah Manor, Inc.'s plan?

Menorah Manor, Inc.'s plan reported $6.8M in assets and 264 participants for 2023.

Original filing (PDF)20250414174205NAL0000959635001

Menorah Manor, Inc.

Name: Menorah Manor, Inc. — Menorah Manor, Inc. Retirement, Form 5500 (2023)
Creator: Menorah Manor, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Menorah Manor, Inc. Retirement Savings Incentive Plan

403(b) retirement plan · Menorah Manor, Inc.'s Menorah Manor, Inc. Retirement Savings Incentive Plan held $6.8M in plan assets for 264 participants in 2023, with Bluestar Retirement Plan Services as recordkeeper.

Signals · 1

19% employer stock

Active participants

264

Accounts w/ balance

479

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Menorah Manor, Inc.'s EIN is 59-2269292.

EIN 59-2269292

Plan number 001

Plan year 2023

ACK ID 20250414174205NAL0000959635001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Menorah Manor, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Menorah Manor, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MENORAH MANOR, INC

EIN

all filings

Address

255 59TH ST. N. · ST. PETERSBURG, FL · 33710

Phone

(727) 345-2775

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
MATRIX TRUST COMPANY	75-3182674	PHOENIX, AZ	CUSTODIAN	$3K	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUESTAR RETIREMENT PLAN SERVICES	59-3092339	—	TPA/RECORDKEEPER	$38K	—

Investments

44 direct securities · 1 pooled fund· $7.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$5.2M

20 holdings

Common Stocks

$1.2M

17 holdings

Pooled Separate Account

$737K

1 holding

Common Collective Trusts

$314K

4 holdings

Bonds / Notes

$93K

1 holding

Cash / Money Market

$19K

1 holding

Other securities

$1K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$5.3M Goldman Sachs$19K Prudential / PGIM$1K

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					% of plan
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$1.4M	21.0%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$959K	14.0%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$778K	11.4%
VARIABLE ANNUITY LIFE INSURANCE CO. MENORAH MANOR, INC. · EIN 74-1625348 / PN 001	Pooled Separate Account	—	—	$737K	10.8%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$527K	7.7%
$ * The Variable Annuity Life Insurance Company Fixed Account Plus, at contract value	Common Stocks	—	—	$479K	7.0%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$441K	6.5%
$ Insurance Company Unallocated Contracts Short-Term Fixed Account, at contract value	Common Stocks	—	—	$258K	3.8%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$253K	3.7%
Vanguard Equity Income Fund Admiral Share	Mutual Funds	—	—	$149K	2.2%
The Variable Annuity Life Insurance Company Science and Technology Fund	Common Stocks	—	—	$136K	2.0%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$130K	1.9%
The Variable Annuity Life Insurance Company Moderate Growth Lifestyle	Common Stocks	—	—	$122K	1.8%
Vanguard 500 Index Fund - Admiral Shares	Common Collective Trusts	—	—	$121K	1.8%
The Variable Annuity Life Insurance Company Stock Index Fund	Common Collective Trusts	—	—	$117K	1.7%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$103K	1.5%
Participant Loans Interest rates at 4.25% -9.50%	Bonds / Notes	—	—	$93K	1.4%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$92K	1.3%
Vanguard Windsor II	Mutual Funds	—	—	$87K	1.3%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$83K	1.2%
The Variable Annuity Life Insurance Company Mid Cap Index Fund	Common Collective Trusts	—	—	$65K	0.9%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$62K	0.9%
The Variable Annuity Life Insurance Company Growth Fund	Common Stocks	—	—	$42K	0.6%
Vanguard Wellington Fund, Inc.	Mutual Funds	—	—	$42K	0.6%
The Variable Annuity Life Insurance Company Ariel Fund	Common Stocks	—	—	$28K	0.4%
$ * The Variable Annuity Life Insurance Company Large Capital Growth	Common Stocks	—	—	$28K	0.4%
$ * The Variable Annuity Life Insurance Company Mid Cap Value Fund	Common Stocks	—	—	$20K	0.3%
$ Goldman Sachs Asset Management Variable Insurance Trust Government Money Market Fund	Cash / Money Market	—	—	$19K	0.3%
The Variable Annuity Life Insurance Company Small Cap Special Value Fund	Common Stocks	—	—	$19K	0.3%
$ * The Variable Annuity Life Insurance Company Growth and Income Fund	Common Stocks	—	—	$18K	0.3%
Vanguard Treasury Money Market Fund	Mutual Funds	—	—	$17K	0.2%
Vanguard Target Retirement 2070 Fund	Mutual Funds	—	—	$16K	0.2%
$ * The Variable Annuity Life Insurance Company Emerging Economies	Common Stocks	—	—	$13K	0.2%
$ * The Variable Annuity Life Insurance Company Small Cap Index Fund	Common Collective Trusts	—	—	$12K	0.2%
$ * The Variable Annuity Life Insurance Company Mid Cap Strategic Growth	Common Stocks	—	—	$9K	0.1%
$ * The Variable Annuity Life Insurance Company Aggressive Growth Lifestyle	Common Stocks	—	—	$8K	0.1%
$ * The Variable Annuity Life Insurance Company International Equities Fund	Common Stocks	—	—	$8K	0.1%
The Variable Annuity Life Insurance Company Global Social Awareness Fund	Common Stocks	—	—	$7K	0.1%
$ Vanguard Lifestrategy Conservative	Mutual Funds	—	—	$3K	<0.1%
The Variable Annuity Life Insurance Company Small Cap Fund	Common Stocks	—	—	$2K	<0.1%
Vanguard Total International Stock Index	Mutual Funds	—	—	$2K	<0.1%
Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$2K	<0.1%
Brown Capital Management Brown Capital Management Small Company	Common Stocks	—	—	$2K	<0.1%
Vanguard Long-Term Treasury	Mutual Funds	—	—	$1K	<0.1%
Prudential High-Yield R Fund	Other securities	—	—	$1K	<0.1%

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