401(k) · DOL Form 5500 · 2022

Florida National University, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
304
Participants Below avg headcount
67th
Percentile by assets National rank
$36,922
Avg per participant Low balance/head
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Official DOL plan name: Florida National University 401(k) Plan · Sponsored by Florida National University, Inc · Florida · Other Services

$11M in assets, 304 participants

Florida National University, Inc's Florida National University 401(k) Plan reported $11M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,804 in Other Services (8,398 peers)

Coverage in Florida

Florida National University 401(k) Plan covers 304 participants in Florida, about 48% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#6,804
in Other Services (8,398 peers)
-25.5%
assets change YoY

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.

Florida National University 401(k) Plan's outsized position by total assets

Florida National University 401(k) Plan vs every filed plan by assets

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

$11,224,329 Top 33% higher than 67% 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

Florida National University 401(k) 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. Florida National University 401(k) Plan sits mid-pack in the medium band (304 participants).

Published 5500 schedule card

Filing strip 650021295 · Florida National University, Inc PY 2022 · 401(k)

Florida National University 401(k) Plan · $11M · 304 · 67th

  • VS-ST $11M
  • BOY 304
  • SCH 67th
  • EBSA 401(k)
  • PART near Capital Management Company Employee Profit Sharing Plan
  • TYPE ind #6804

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 Other Services retirement plans → · Plans in Florida →

Florida National University 401(k) Plan in the asset neighbourhood

Florida National University 401(k) PlanFlorida National University …$11MCapital Management Company Employee Profit Sharing PlanCapital Management Company E…$11MFirst Heritage Federal Credit Union 401(k) Retirement Savings PlanFirst Heritage Federal Credi…$11MNorthside Imports, Inc. 401(k) PlanNorthside Imports, Inc. 401(…$11MKentucky Eagle 401(k) Plan$11M
End-of-year total assets ($M) among Florida National University 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN650021295
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florida National University, Inc)

Sponsor-wide plan assets over time

All Florida National University, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$16M 46.186600553137744% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16.4M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 304 $11M
2023 1 326 $14M
2024 1 357 $16M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Florida National University 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Florida National University 401(k) Plan, Total assets ($B): 0.011224329 · Participants: 304Florida National University 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Florida National University 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Florida National University 401(k) Plan side-by-side with 3 peers →

Florida National University 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Capital Management Company Employee Profit Sharing Plan in OK ($11M); by covered participants it is Rockford Construction Co. 401(k) Retirement Plan in MI (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Florida National University 401(k) Plan assets move in 2022? ▼
Florida National University 401(k) Plan declined sharply - down 25.5% during 2022, from $15M to $11M. Reported net income was -$4M.
How have Florida National University, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florida National University, Inc's sponsor-wide assets grew 46.2%, from $11M to $16M.
Which 401(k) plans are similar in size to Florida National University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Management Company Employee Profit Sharing Plan in OK ($11M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Florida National University 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockford Construction Co. 401(k) Retirement Plan in MI (304 participants, $27M 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 650021295.

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.