Other · DOL Form 5500 · 2022
Stetson University Retirement Plan
Data updated 2026-08-11
- $214M
- Total assets
- 794
- Participants
- 96th
- Percentile by assets
- $269,701
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $214M
- total plan assets (2022 EOY)
- 794
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $269,701
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Stetson University Defined Contribution Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Stetson University Defined Contribution 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 Stetson University Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did Stetson University Defined Contribution Plan assets move in 2022? ▼
How have Stetson University plan assets changed over time? ▼
Where does Stetson University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Stetson University Defined Contribution Plan? ▼
Next read for Stetson University Defined Contribution …
Scale reading
Ways to act on Stetson University Defined Contribution Plan's numbers.
- By total assets, Stetson University Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Stetson University's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Educational Services plans