Other · DOL Form 5500 · 2022

Hodges University, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
158
Participants Small participant base
52nd
Percentile by assets National rank
$34,425
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hodges University, Inc. 403(b) Plan · Sponsored by Hodges University, Inc. · Florida · Educational Services

$5M in assets, 158 participants

Hodges University, Inc.'s Hodges University, Inc. 403(b) Plan reported $5M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,469 in Educational Services (4,024 peers)

Coverage in Florida

Hodges University, Inc. 403(b) Plan covers 158 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#1,469
in Educational Services (4,024 peers)
-16.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hodges University, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Hodges University, Inc. 403(b) Plan vs every filed plan by assets

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

$5,439,099 Top 48% higher than 52% 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

Hodges University, Inc. 403(b) 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. Hodges University, Inc. 403(b) Plan sits mid-pack in the medium band (158 participants).

EBSA filing schedule strip

Filing strip 596605703 · Hodges University, Inc. PY 2022 · Other

Hodges University, Inc. 403(b) Plan · $5M · 158 · 52nd

  • VS-ST $5M
  • BOY 158
  • SCH 52nd
  • EBSA Other
  • PART near The Montpelier Foundation Tda Plan
  • TYPE ind #1469

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 →

Hodges University, Inc. 403(b) Plan in the asset neighbourhood

Crosswood, Inc. Dba the Pathways Schools 403(b) Tax Deferred Savings PlanCrosswood, Inc. Dba the Path…$5MHodges University, Inc. 403(b) PlanHodges University, Inc. 403(…$5MThe Montpelier Foundation Tda PlanThe Montpelier Foundation Td…$5M401(k) Profit Sharing Plan of the Arc Minnesota, Inc.401(k) Profit Sharing Plan o…$5M403(b) Thrift Plan of Haynes Family of Programs, Inc.403(b) Thrift Plan of Haynes…$5M
End-of-year total assets ($M) among Hodges University, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN596605703
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hodges University, Inc.)

Sponsor-wide plan assets over time

All Hodges University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $8.92M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 253 $9M
2023 2 268 $4M
2024 1 N/A N/A

Nearby Other Plans in Florida

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

Hodges University, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Hodges University, Inc. 403(b) Plan, Total assets ($B): 0.005439099 · Participants: 158Hodges University, Inc. 403(b) 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
Hodges University, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Hodges University, Inc. 403(b) Plan side-by-side with 3 peers →

Hodges University, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Montpelier Foundation Tda Plan in VA ($5M); by covered participants it is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Hodges University, Inc. 403(b) Plan assets move in 2022? ▼
Hodges University, Inc. 403(b) Plan declined sharply - down 16.6% during 2022, from $7M to $5M. Reported net income was -$1M.
Which Other plans are similar in size to Hodges University, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Montpelier Foundation Tda Plan in VA ($5M, 91 participants).
Which Other plans cover a similar participant headcount to Hodges University, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Roosevelt Warm Springs Rehabilitation & Specialty Hospitals 403(b) Plan in GA (158 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 596605703.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.