Other · DOL Form 5500 · 2022
The Moorings, Incorporated Retirement Plan
Data updated 2026-08-11
- $33M
- Total assets
- 690
- Participants
- 84th
- Percentile by assets
- $47,789
- Avg per participant
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.
- 84th percentile by assets (of 139,126 plans)
- #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.
- $33M
- total plan assets (2022 EOY)
- 690
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $47,789
- avg assets per participant
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.
Where Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits 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
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 vs the 2022 asset distribution
By assets, Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$3M |
| Employer EIN | 591834357 |
| Plan Effective Date | 1993-05-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Moorings, Incorporated)
| 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
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Similar-Sized Other Plans Nationally
Other plans in other states closest to Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan by total assets, not by location.
- Community Research Foundation Retirement Savings Plan (CA) $33M · 911
- Alliance University 403(b) Plan (NY) $33M · 140
- Piedmont Health Services, Inc. Retirement Plan (NC) $33M · 591
- New America Foundation 403(b) DC Plan (DC) $33M · 154
Frequently Asked Questions
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Ways to act on Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan's numbers.
- By total assets, Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- The Moorings, Incorporated's sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Other Services plans