Other · DOL Form 5500 · 2022

Shorecrest Preparatory School Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
188
Participants Below avg headcount
75th
Percentile by assets National rank
$92,850
Avg per participant Below avg balance/head
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Official DOL plan name: Shorecrest Preparatory School 403(b) DC Plan · Sponsored by Shorecrest Preparatory School · Florida · Educational Services

$17M in assets, 188 participants

Shorecrest Preparatory School's Shorecrest Preparatory School 403(b) DC Plan reported $17M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,345 in Educational Services (4,024 peers)

Coverage in Florida

Shorecrest Preparatory School 403(b) DC Plan covers 188 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#2,345
in Educational Services (4,024 peers)
-16.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shorecrest Preparatory School 403(b) DC Plan's outsized position by total assets

Shorecrest Preparatory School 403(b) DC Plan vs every filed plan by assets

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

$17,455,719 Top 25% higher than 75% 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

Shorecrest Preparatory School 403(b) DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shorecrest Preparatory School 403(b) DC Plan sits mid-pack in the medium band (188 participants).

DOL schedule card

Filing strip 237412158 · Shorecrest Preparatory School PY 2022 · Other

Shorecrest Preparatory School 403(b) DC Plan · $17M · 188 · 75th

  • PART $17M
  • TYPE 188
  • NET 75th
  • BOOK Other
  • VS-ST near Mbku 403(b) Voluntary Retirement Plan
  • BOY ind #2345

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 →

Shorecrest Preparatory School 403(b) DC Plan in the asset neighbourhood

Shorecrest Preparatory School 403(b) DC PlanShorecrest Preparatory Schoo…$17MMbku 403(b) Voluntary Retirement PlanMbku 403(b) Voluntary Retire…$17MNational Council of State Boards of Nursing, Inc. 403(b) Tda PlanNational Council of State Bo…$17MDenver Academy Defined Contribution Retirement PlanDenver Academy Defined Contr…$17MAmerican Foundation for Suicide Prevention Tax Deferred Annuity Retirement PlanAmerican Foundation for Suic…$17M
End-of-year total assets ($M) among Shorecrest Preparatory School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN237412158
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shorecrest Preparatory School)

Sponsor-wide plan assets over time

All Shorecrest Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$23M 31.568679582892003% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.5M $23M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 188 $17M
2023 1 195 $21M
2024 1 185 $23M

Nearby Other Plans in Florida

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

Shorecrest Preparatory School 403(b) DC Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Shorecrest Preparatory School 403(b) DC Plan, Total assets ($B): 0.017455719 · Participants: 188Shorecrest Preparatory School 403(b) DC 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
Shorecrest Preparatory School 403(b) DC Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Shorecrest Preparatory School 403(b) DC Plan side-by-side with 3 peers →

Shorecrest Preparatory School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Mbku 403(b) Voluntary Retirement Plan in CA ($17M); by covered participants it is The Haverford School 403(b) Plan in PA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Shorecrest Preparatory School 403(b) DC Plan assets move in 2022? ▼
Shorecrest Preparatory School 403(b) DC Plan declined sharply - down 16.8% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Shorecrest Preparatory School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorecrest Preparatory School's sponsor-wide assets grew 31.6%, from $17M to $23M.
Where does Shorecrest Preparatory School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Shorecrest Preparatory School 403(b) DC Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Shorecrest Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Mbku 403(b) Voluntary Retirement Plan in CA ($17M, 238 participants).
Which Other plans cover a similar participant headcount to Shorecrest Preparatory School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is The Haverford School 403(b) Plan in PA (188 participants, $80M 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 237412158.

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.