Other · DOL Form 5500 · 2022
Carlos Albizu University Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $90,991
- Avg per participant Below avg balance/head
Official DOL plan name: Carlos Albizu University 403(b) DC Plan · Sponsored by Carlos Albizu University · Florida · Educational Services
$9M in assets, 97 participants
Carlos Albizu University's Carlos Albizu University 403(b) DC Plan reported $9M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,834 in Educational Services (4,024 peers)
Carlos Albizu University multi-year trail
Carlos Albizu University's plans moved +30.6% in assets from 2022 to 2024; this filing shows Carlos Albizu University 403(b) DC Plan at $9M / 97 participants.
- #1,834
- in Educational Services (4,024 peers)
- -17.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carlos Albizu University 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Carlos Albizu University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,826,125 Top 38% higher than 62% 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
Carlos Albizu University 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlos Albizu University 403(b) DC Plan is a small filing (97 participants) on this national headcount ladder.
DOL schedule card
Filing strip 660234412 · Carlos Albizu University PY 2022 · Other
Carlos Albizu University 403(b) DC Plan · $9M · 97 · 62nd
- SCH $9M
- EBSA 97
- PART 62nd
- TYPE Other
- NET near 403(b) Thrift Plan of Learning Grove, Inc.
- BOOK ind #1834
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 →
Carlos Albizu University 403(b) DC Plan in the asset neighbourhood
Carlos Albizu University multi-year asset trail
Sponsor-wide plan assets over time
All Carlos Albizu University plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 30.62741108392545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 608 | $15M |
| 2023 | 2 | 486 | $18M |
| 2024 | 2 | 488 | $20M |
Carlos Albizu University filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 660234412 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Carlos Albizu University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is 403(b) Thrift Plan of Learning Grove, Inc. in KY ($9M); by covered participants it is The Lakeview Employees' Tax Deferred Annuity Plan in MN (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- The Lakeview Employees' Tax Deferred Annuity Plan (MN) 97 · 0 off
- Eversight 403(b) DC Plan (MI) 97 · 0 off
- Ford Foundation Retirement Plan (NY) 97 · 0 off
- College Association at Delhi, Inc. Retirement Plan (NY) 97 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.