Other · DOL Form 5500 · 2022

The Academy at Ocean Reef, Inc. Retirement Plan

Data updated 2026-08-25

$584K
Total assets Small plan by assets
9
Participants Small participant base
20th
Percentile by assets National rank
$64,912
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Academy at Ocean Reef Defined Contribution Retirement Plan · Sponsored by The Academy at Ocean Reef, Inc. · Florida · Educational Services

$584K in assets, 9 participants

The Academy at Ocean Reef, Inc.'s Academy at Ocean Reef Defined Contribution Retirement Plan reported $584K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #538 in Educational Services (4,024 peers)

2022 asset change

Academy at Ocean Reef Defined Contribution Retirement Plan pulled back noticeably 13.3% in 2022 ($674K → $584K) for 9 participants.

#538
in Educational Services (4,024 peers)
-13.3%
assets change YoY

The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Academy at Ocean Reef Defined Contribution Retirement Plan among the smaller filed plans by assets

Academy at Ocean Reef Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$584,205 20th percentile higher than 20% of 139,123 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 2022

Academy at Ocean Reef Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Academy at Ocean Reef Defined Contribution Retirement Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 650146241 · The Academy at Ocean Reef, Inc. PY 2022 · Other

Academy at Ocean Reef Defined Contribution Retirement Plan · $584K · 9 · 20th

  • BOOK $584K
  • BOOK 9
  • BOOK 20th
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  • BOOK near San Mateo County Event Center 403b Plan
  • BOOK ind #538

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 Educational Services retirement plans → · Plans in Florida →

Academy at Ocean Reef Defined Contribution Retirement Plan in the asset neighbourhood

Bethel Nursing Home 403(b) PlanBethel Nursing Home 403(b) P…$586KAcademy at Ocean Reef Defined Contribution Retirement PlanAcademy at Ocean Reef Define…$584KSan Mateo County Event Center 403b PlanSan Mateo County Event Cente…$583KKlupenger Lumber Vip Profit Sharing PlanKlupenger Lumber Vip Profit …$583KPathways to Housing DC 403(b) Group Retirement PlanPathways to Housing DC 403(b…$582K
End-of-year total assets ($M) among Academy at Ocean Reef Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

The Academy at Ocean Reef, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All The Academy at Ocean Reef, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.7276832282047874% vs 2022
2024 filing year
$1.12M$1.14M$1.16M$1.18M$1.2M 202220232024 $1.14M $1.17M ▲ +2.6%
Year Plans Participants Total Assets
2022 2 18 $1M
2023 2 17 $1M
2024 2 13 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$674K
Net Assets (End of Year)$584K
Net Income-$90K
Employer EIN650146241
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Academy at Ocean Reef Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Academy at Ocean Reef Defined Contribution Retirement Plan, Total assets ($B): 0.000584205 · Participants: 9Academy at Ocean Reef Defined Contribution Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Academy at Ocean Reef Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Academy at Ocean Reef Defined Contribution Retirement Plan side-by-side with 3 peers →

Academy at Ocean Reef Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is San Mateo County Event Center 403b Plan in CA ($583K); by covered participants it is Southwest Michigan Land Conservancy in MI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($584K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Academy at Ocean Reef Defined Contribution Retirement Plan assets move in 2022? ▼
Academy at Ocean Reef Defined Contribution Retirement Plan pulled back noticeably - down 13.3% during 2022, from $674K to $584K. Reported net income was -$90K.
How have The Academy at Ocean Reef, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Academy at Ocean Reef, Inc.'s sponsor-wide assets grew 2.7%, from $1M to $1M.
Where does Academy at Ocean Reef Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Academy at Ocean Reef Defined Contribution Retirement Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Academy at Ocean Reef Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is San Mateo County Event Center 403b Plan in CA ($583K, 146 participants).
Which Other plans cover a similar participant headcount to Academy at Ocean Reef Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Southwest Michigan Land Conservancy in MI (9 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650146241.

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.