Other · DOL Form 5500 · 2022
Palm Beach Atlantic University, Inc. Retirement Plan
Data updated 2026-08-11
- $67M
- Total assets
- 1,078
- Participants
- 90th
- Percentile by assets
- $62,170
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $67M
- total plan assets (2022 EOY)
- 1,078
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $62,170
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Palm Beach Atlantic University 403(b)(7) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
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.)
| 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.
Palm Beach Atlantic University 403(b)(7) 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 Palm Beach Atlantic University 403(b)(7) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Palm Beach Atlantic University 403(b)(7) Plan assets move in 2022? ▼
How have Palm Beach Atlantic University, Inc. plan assets changed over time? ▼
Where does Palm Beach Atlantic University 403(b)(7) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Palm Beach Atlantic University 403(b)(7) Plan? ▼
Next read for Palm Beach Atlantic University 403(b)(7)…
Scale reading
Ways to act on Palm Beach Atlantic University 403(b)(7) Plan's numbers.
- By total assets, Palm Beach Atlantic University 403(b)(7) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Palm Beach Atlantic University, Inc.'s sponsor-wide assets have grown 25.1% since 2022 across 3 plan years on file. More Educational Services plans