Other · DOL Form 5500 · 2022

Nova Southeastern University, Inc. Retirement Plan

Data updated 2026-08-25

$429M
Total assets Above avg plan size
1,614
Participants Near avg headcount
98th
Percentile by assets National rank
$266,094
Avg per participant High balance/head
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Official DOL plan name: Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · Sponsored by Nova Southeastern University, Inc. · Florida · Educational Services

$429M in assets, 1,614 participants

Nova Southeastern University, Inc.'s Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) reported $429M in total assets and 1,614 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,885 in Educational Services (4,024 peers)

Coverage in Florida

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) covers 1,614 participants in Florida, 2.6x the typical Florida plan (state average ~628 per filing). Assets: $429M.

#3,885
in Educational Services (4,024 peers)
-15.9%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)'s outsized position by total assets

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs every filed plan by assets

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

$429,475,631 Top 2% higher than 98% 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

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)'s large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) lands in the large band (1,614 participants).

Form 5500 schedule snapshot

Filing strip 591083502 · Nova Southeastern University, Inc. PY 2022 · Other

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · $429M · 1,614 · 98th

  • TYPE $429M
  • TYPE 1,614
  • TYPE 98th
  • TYPE Other
  • TYPE near Navicent Health 403(b) Retirement Savings Plan
  • TYPE ind #3885

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 →

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) in the asset neighbourhood

Overlake Hospital Medical Center 403(b)Retirement PlanOverlake Hospital Medical Ce…$435MStormont-Vail Healthcare Employee 403(b) PlanStormont-Vail Healthcare Emp…$430MNavicent Health 403(b) Retirement Savings PlanNavicent Health 403(b) Retir…$430MNova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)Nova Southeastern University…$429MEmployee Retirement Savings Plan - Premier Health PartnersEmployee Retirement Savings …$428M
End-of-year total assets ($M) among Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$511M
Net Assets (End of Year)$429M
Net Income-$81M
Employer EIN591083502
Plan Effective Date1967-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Nova Southeastern University, Inc.)

Sponsor-wide plan assets over time

All Nova Southeastern University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 24.30301846348808% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.83B $1.03B ▲ +24.1%
Year Plans Participants Total Assets
2022 2 6,520 $827M
2023 2 6,690 $936M
2024 2 6,885 $1.0B

Nearby Other Plans in Florida

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

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.52 Total assets ($B) Participants Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan), Total assets ($B): 0.429475631 · Participants: 1614Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)Baptist 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
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs. nearby Other plans in Florida, assets vs. participants

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)'s out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Navicent Health 403(b) Retirement Savings Plan in GA ($430M); by covered participants it is Upstate Cerebral Palsy Defined Contribution Retirement Plan in NY (1,611 participants). Same-state nearby plans are listed separately above.

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 Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) assets move in 2022?
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) declined sharply - down 15.9% during 2022, from $511M to $429M. Reported net income was -$81M.
How have Nova Southeastern University, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Nova Southeastern University, Inc.'s sponsor-wide assets grew 24.3%, from $827M to $1.0B.
Where does Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) rank by assets among Form 5500 filers?
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)?
Among Other plans in other states, the closest by assets is Navicent Health 403(b) Retirement Savings Plan in GA ($430M, 6,281 participants).
Which Other plans cover a similar participant headcount to Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)?
Among Other plans in other states, the closest by covered participants is Upstate Cerebral Palsy Defined Contribution Retirement Plan in NY (1,611 participants, $59M in assets).