Other · DOL Form 5500 · 2022
Palm Beach Atlantic University, Inc. Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,078
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $62,170
- Avg per participant Low balance/head
Official DOL plan name: Palm Beach Atlantic University 403(b)(7) Plan · Sponsored by Palm Beach Atlantic University, Inc. · Florida · Educational Services
$67M in assets, 1,078 participants
Palm Beach Atlantic University, Inc.'s Palm Beach Atlantic University 403(b)(7) Plan reported $67M in total assets and 1,078 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #3,297 in Educational Services (4,024 peers)
Where Palm Beach Atlantic University 403(b)(7) Plan sits by assets
Palm Beach Atlantic University 403(b)(7) Plan sits in the top 10% of all filed plans by assets, $67M for 1,078 participants (~$62,170/participant), down 16.1% in 2022.
- #3,297
- in Educational Services (4,024 peers)
- -16.1%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Palm Beach Atlantic University 403(b)(7) Plan's outsized position by total assets
Palm Beach Atlantic University 403(b)(7) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,019,674 Top 10% higher than 90% 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
Palm Beach Atlantic University 403(b)(7) 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. Palm Beach Atlantic University 403(b)(7) Plan lands in the large band (1,078 participants).
Published 5500 schedule card
Filing strip 591092732 · Palm Beach Atlantic University, Inc. PY 2022 · Other
Palm Beach Atlantic University 403(b)(7) Plan · $67M · 1,078 · 90th
- EBSA $67M
- PART 1,078
- TYPE 90th
- NET Other
- BOOK near Olean General Hospital Savings Incentive Plan
- VS-ST ind #3297
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 →
Palm Beach Atlantic University 403(b)(7) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$13M |
| Employer EIN | 591092732 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palm Beach Atlantic University, Inc.)
Sponsor-wide plan assets over time
All Palm Beach Atlantic University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 25.142994577980193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,078 | $67M |
| 2023 | 1 | 1,339 | $75M |
| 2024 | 1 | 1,526 | $84M |
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
Palm Beach Atlantic University 403(b)(7) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Olean General Hospital Savings Incentive Plan in NY ($67M); by covered participants it is Day Kimball Hospital 403(b) Plan in CT (1,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Olean General Hospital Savings Incentive Plan (NY) $67M · 1,257
- Allen-Stevenson School Defined Contribution Retirement Plan (NY) $67M · 118
- Georgian Court University Retirement Plan (NJ) $67M · 312
- Oaklawn Tax Sheltered Annuity Plan (MI) $67M · 1,265
Similar participant headcount
Nearest other-state filings by covered participants (1,078 participants); asset peers above are excluded.
- Day Kimball Hospital 403(b) Plan (CT) 1,079 · 1 off
- Swarthmore College Regular Retirement Plan (PA) 1,077 · 1 off
- St. Ann's Community 403(b) Retirement Plan (NY) 1,079 · 1 off
- Union Hospital 403(b) Savings Plan (OH) 1,074 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.