Other · DOL Form 5500 · 2022

Florida State University Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
181
Participants Below avg headcount
74th
Percentile by assets National rank
$91,132
Avg per participant Below avg balance/head
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Official DOL plan name: Florida State University Foundation, Inc. 403(b) Defined Contribution Plan · Sponsored by Florida State University Foundation, Inc. · Florida · Other Services

$16M in assets, 181 participants

Florida State University Foundation, Inc.'s Florida State University Foundation, Inc. 403(b) Defined Contribution Plan reported $16M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,182 in Other Services (8,398 peers)

Coverage in Florida

Florida State University Foundation, Inc. 403(b) Defined Contribution Plan covers 181 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $16M.

#7,182
in Other Services (8,398 peers)
-21.9%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Florida State University Foundation, Inc. 403(b) Defined Contribution Plan's outsized position by total assets

Florida State University Foundation, Inc. 403(b) Defined Contribution Plan vs every filed plan by assets

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

$16,494,904 Top 26% higher than 74% 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 State University Foundation, Inc. 403(b) Defined Contribution 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 State University Foundation, Inc. 403(b) Defined Contribution Plan sits mid-pack in the medium band (181 participants).

EBSA filing schedule strip

Filing strip 596152180 · Florida State University Foundation, Inc. PY 2022 · Other

Florida State University Foundation, Inc. 403(b) Defined Contribution Plan · $16M · 181 · 74th

  • ASSETS $16M
  • ASSETS 181
  • ASSETS 74th
  • ASSETS Other
  • ASSETS near Union College Retirement Plan
  • ASSETS ind #7182

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 State University Foundation, Inc. 403(b) Defined Contribution Plan in the asset neighbourhood

Union College Retirement Plan$17MFlorida State University Foundation, Inc. 403(b) Defined Contribution PlanFlorida State University Fou…$16MCapstone Health Services Foundation 403(b) DC PlanCapstone Health Services Fou…$16MMiss Hall's School Retirement PlanMiss Hall's School Retiremen…$16MWestcoast Children's Clinic, Inc. 403(b) PlanWestcoast Children's Clinic,…$16M
End-of-year total assets ($M) among Florida State University Foundation, Inc. 403(b) Defined Contribution 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)$16M
Net Income-$5M
Employer EIN596152180
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florida State University Foundation, Inc.)

Sponsor-wide plan assets over time

All Florida State University Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 10.90083943501581% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.5M $18.3M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 181 $16M
2023 1 172 $17M
2024 1 162 $18M

Nearby Other Plans in Florida

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

Florida State University Foundation, Inc. 403(b) Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Florida State University Foundation, Inc. 403(b) Defined Contribution Plan, Total assets ($B): 0.016494904 · Participants: 181Florida State University Foundation, Inc. 403(b) Defined Contribution 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
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants

Florida State University Foundation, Inc. 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Union College Retirement Plan in KY ($17M); by covered participants it is Sun-Maid Growers of California Defined Contribution Pension Plan in CA (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 State University Foundation, Inc. 403(b) Defined Contribution Plan assets move in 2022?
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan declined sharply - down 21.9% during 2022, from $21M to $16M. Reported net income was -$5M.
How have Florida State University Foundation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Florida State University Foundation, Inc.'s sponsor-wide assets grew 10.9%, from $16M to $18M.
Which Other plans are similar in size to Florida State University Foundation, Inc. 403(b) Defined Contribution Plan?
Among Other plans in other states, the closest by assets is Union College Retirement Plan in KY ($17M, 81 participants).
Which Other plans cover a similar participant headcount to Florida State University Foundation, Inc. 403(b) Defined Contribution Plan?
Among Other plans in other states, the closest by covered participants is Sun-Maid Growers of California Defined Contribution Pension Plan in CA (181 participants, $22M in assets).