Other · DOL Form 5500 · 2022
Jacksonville University Retirement Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 345
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $200,176
- Avg per participant Above avg balance/head
Official DOL plan name: Jacksonville University Defined Contribution Retirement Plan · Sponsored by Jacksonville University · Florida · Educational Services
$69M in assets, 345 participants
Jacksonville University's Jacksonville University Defined Contribution Retirement Plan reported $69M in total assets and 345 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.
- #3,311 in Educational Services (4,024 peers)
Where Jacksonville University Defined Contribution Retirement Plan sits by assets
Jacksonville University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $69M for 345 participants (~$200,176/participant), down 15.6% in 2022.
- #3,311
- in Educational Services (4,024 peers)
- -15.6%
- 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.
Jacksonville University Defined Contribution Retirement Plan's outsized position by total assets
Jacksonville University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$69,060,759 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
Jacksonville University Defined Contribution Retirement 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. Jacksonville University Defined Contribution Retirement Plan sits mid-pack in the medium band (345 participants).
Published 5500 schedule card
Filing strip 590624412 · Jacksonville University PY 2022 · Other
Jacksonville University Defined Contribution Retirement Plan · $69M · 345 · 90th
- EIN $69M
- EIN 345
- EIN 90th
- EIN Other
- EIN near Commonwealth Health Corporation 403(b) Plan
- EIN ind #3311
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 →
Jacksonville University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | -$13M |
| Employer EIN | 590624412 |
| Plan Effective Date | 1956-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacksonville University)
Sponsor-wide plan assets over time
All Jacksonville University plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 19.808445777434912% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 345 | $69M |
| 2023 | 1 | 599 | $77M |
| 2024 | 1 | 400 | $83M |
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
Jacksonville University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Commonwealth Health Corporation 403(b) Plan in KY ($69M); by covered participants it is 403(b) Thrift Plan of the Children's Institute of Pittsburgh in PA (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Commonwealth Health Corporation 403(b) Plan (KY) $69M · 3,450
- The Kinkaid School 403(b) Plan (TX) $69M · 304
- Seattle Pacific University Employee Savings Plan - 403(b) (WA) $69M · 1,121
- Loyola University Supplemental Retirement Plan (LA) $69M · 292
Similar participant headcount
Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.
- 403(b) Thrift Plan of the Children's Institute of Pittsburgh (PA) 345 · 0 off
- New England College DC Retirement Plan (NH) 345 · 0 off
- Gordon College Defined Contribution Retirement Plan (MA) 345 · 0 off
- Madd 403b Plan (TX) 345 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.