Other · DOL Form 5500 · 2022
Stetson University Retirement Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 794
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $269,701
- Avg per participant High balance/head
Official DOL plan name: Stetson University Defined Contribution Plan · Sponsored by Stetson University · Florida · Educational Services
$214M in assets, 794 participants
Stetson University's Stetson University Defined Contribution Plan reported $214M in total assets and 794 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,752 in Educational Services (4,024 peers)
Where Stetson University Defined Contribution Plan sits by assets
Stetson University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $214M for 794 participants (~$269,701/participant), down 13.8% in 2022.
- #3,752
- in Educational Services (4,024 peers)
- -13.8%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stetson University Defined Contribution Plan's outsized position by total assets
Stetson University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$214,142,572 Top 4% higher than 96% 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
Stetson University 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. Stetson University Defined Contribution Plan sits mid-pack in the medium band (794 participants).
Plan-year Form 5500 strip
Filing strip 590624416 · Stetson University PY 2022 · Other
Stetson University Defined Contribution Plan · $214M · 794 · 96th
- VS-ST $214M
- BOY 794
- SCH 96th
- EBSA Other
- PART near Depauw University Retirement Plan
- TYPE ind #3752
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 →
Stetson University Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | -$34M |
| Employer EIN | 590624416 |
| Plan Effective Date | 1946-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stetson University)
Sponsor-wide plan assets over time
All Stetson University plans reported in each filing year
- Latest sponsor-wide plan assets
- $262M 22.478181031653996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 794 | $214M |
| 2023 | 1 | 794 | $241M |
| 2024 | 1 | 879 | $262M |
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
Stetson University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Depauw University Retirement Plan in IN ($214M); by covered participants it is The Metropolitan Opera Retirement Savings Plan in NY (794 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
Similar participant headcount
Nearest other-state filings by covered participants (794 participants); asset peers above are excluded.
- The Metropolitan Opera Retirement Savings Plan (NY) 794 · 0 off
- Uniontown Hospital Tax Sheltered Annuity Plan (PA) 795 · 1 off
- Carleton College Defined Contribution Plan (MN) 795 · 1 off
- Pinnacle Living Tsa Retirement Plan (VA) 793 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.