Other · DOL Form 5500 · 2022

The Moorings, Incorporated Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
690
Participants Below avg headcount
84th
Percentile by assets National rank
$47,789
Avg per participant Low balance/head
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Official DOL plan name: Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan · Sponsored by The Moorings, Incorporated · Florida · Other Services

$33M in assets, 690 participants

The Moorings, Incorporated's Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan reported $33M in total assets and 690 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,742 in Other Services (8,398 peers)

Where Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits by assets

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits in the top quartile of all filed plans by assets, $33M for 690 participants (~$47,789/participant), down 9.4% in 2022.

#7,742
in Other Services (8,398 peers)
-9.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan's outsized position by total assets

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs every filed plan by assets

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

$32,974,712 Top 16% higher than 84% 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

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity 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. Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits mid-pack in the medium band (690 participants).

Plan-year Form 5500 strip

Filing strip 591834357 · The Moorings, Incorporated PY 2022 · Other

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan · $33M · 690 · 84th

  • PCT $33M
  • PCT 690
  • PCT 84th
  • PCT Other
  • PCT near Community Research Foundation Retirement Savings Plan
  • PCT ind #7742

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 →

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan in the asset neighbourhood

New America Foundation 403(b) DC PlanNew America Foundation 403(b…$33MPiedmont Health Services, Inc. Retirement PlanPiedmont Health Services, In…$33MAlliance University 403(b) PlanAlliance University 403(b) P…$33MMoorings Park Institute, Inc. Tax Sheltered Retirement Annuity PlanMoorings Park Institute, Inc…$33MCommunity Research Foundation Retirement Savings PlanCommunity Research Foundatio…$33M
End-of-year total assets ($M) among Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$33M
Net Income-$3M
Employer EIN591834357
Plan Effective Date1993-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (The Moorings, Incorporated)

Sponsor-wide plan assets over time

All The Moorings, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$45M 37.71630514923072% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33M $45.4M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 690 $33M
2023 1 764 $39M
2024 1 871 $45M

Nearby Other Plans in Florida

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

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan, Total assets ($B): 0.032974712 · Participants: 690Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity 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
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan side-by-side with 3 peers →

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Community Research Foundation Retirement Savings Plan in CA ($33M); by covered participants it is Cambridge Health Alliance Physicians Organization 403b Plan in MA (690 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (690 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 Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan assets move in 2022? ▼
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan pulled back noticeably - down 9.4% during 2022, from $36M to $33M. Reported net income was -$3M.
How have The Moorings, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Moorings, Incorporated's sponsor-wide assets grew 37.7%, from $33M to $45M.
Where does Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan ranks in the 84th 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 Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Community Research Foundation Retirement Savings Plan in CA ($33M, 911 participants).
Which Other plans cover a similar participant headcount to Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Cambridge Health Alliance Physicians Organization 403b Plan in MA (690 participants, $194M 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 591834357.

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.