Other · DOL Form 5500 · 2022

The Academy at Ocean Reef, Inc. Retirement Plan

Data updated 2026-08-25

$559K
Total assets Small plan by assets
9
Participants Small participant base
19th
Percentile by assets National rank
$62,058
Avg per participant Low balance/head
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Official DOL plan name: Academy at Ocean Reef 403(b) Tda Plan · Sponsored by The Academy at Ocean Reef, Inc. · Florida · Educational Services

$559K in assets, 9 participants

The Academy at Ocean Reef, Inc.'s Academy at Ocean Reef 403(b) Tda Plan reported $559K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

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

2022 asset change

Academy at Ocean Reef 403(b) Tda Plan grew sharply 16.5% in 2022 ($479K → $559K) for 9 participants.

#526
in Educational Services (4,024 peers)
+16.5%
assets growth YoY

Academy at Ocean Reef 403(b) Tda Plan among the smaller filed plans by assets

Academy at Ocean Reef 403(b) Tda Plan vs every filed plan by assets

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

$558,523 19th percentile higher than 19% 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 403(b) Tda 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 403(b) Tda 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 403(b) Tda Plan · $559K · 9 · 19th

  • IND $559K
  • EOY 9
  • 5500 19th
  • ASSETS Other
  • PCT near Pace Management, Inc.-401(k) Retirement Plan
  • EIN ind #526

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 403(b) Tda Plan in the asset neighbourhood

Pace Management, Inc.-401(k) Retirement PlanPace Management, Inc.-401(k)…$566KThe Wight Foundation Profit Sharing PlanThe Wight Foundation Profit …$567KCanton Ballet, the 403b Tda PlanCanton Ballet, the 403b Tda …$568KAcademy at Ocean Reef 403(b) Tda PlanAcademy at Ocean Reef 403(b)…$559KCasa De Modesto 403(b) Plan$546K
End-of-year total assets ($M) among Academy at Ocean Reef 403(b) Tda 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)$479K
Net Assets (End of Year)$559K
Net Income$79K
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 403(b) Tda Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Academy at Ocean Reef 403(b) Tda Plan, Total assets ($B): 0.000558523 · Participants: 9Academy at Ocean Reef 403(b) Tda 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 403(b) Tda Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Academy at Ocean Reef 403(b) Tda Plan side-by-side with 3 peers →

Academy at Ocean Reef 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Pace Management, Inc.-401(k) Retirement Plan in NM ($566K); 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 ($559K 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 403(b) Tda Plan assets move in 2022? ▼
Academy at Ocean Reef 403(b) Tda Plan grew sharply - up 16.5% during 2022, from $479K to $559K. Reported net income was $79K.
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 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
Academy at Ocean Reef 403(b) Tda Plan ranks in the 19th 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 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Pace Management, Inc.-401(k) Retirement Plan in NM ($566K, 7 participants).
Which Other plans cover a similar participant headcount to Academy at Ocean Reef 403(b) Tda 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.