Other · DOL Form 5500 · 2022

Bethune-Cookman University Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
747
Participants Near avg headcount
86th
Percentile by assets National rank
$56,507
Avg per participant Low balance/head
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Official DOL plan name: Bethune-Cookman University Retirement Plan · Sponsored by Bethune-Cookman University · Florida · Educational Services

$42M in assets, 747 participants

Bethune-Cookman University's Bethune-Cookman University Retirement Plan reported $42M in total assets and 747 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,022 in Educational Services (4,024 peers)

Where Bethune-Cookman University Retirement Plan sits by assets

Bethune-Cookman University Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 747 participants (~$56,507/participant), down 15.1% in 2022.

#3,022
in Educational Services (4,024 peers)
-15.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bethune-Cookman University Retirement Plan's outsized position by total assets

Bethune-Cookman University Retirement Plan vs every filed plan by assets

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

$42,210,849 Top 14% higher than 86% 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

Bethune-Cookman University 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. Bethune-Cookman University Retirement Plan sits mid-pack in the medium band (747 participants).

Form 5500 schedule snapshot

Filing strip 590704726 · Bethune-Cookman University PY 2022 · Other

Bethune-Cookman University Retirement Plan · $42M · 747 · 86th

  • NET $42M
  • NET 747
  • NET 86th
  • NET Other
  • NET near Copley Health Systems, Inc. 403(b) Retirement Plan
  • NET ind #3022

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 →

Bethune-Cookman University Retirement Plan in the asset neighbourhood

Upper Iowa University 403(b) Retirement PlanUpper Iowa University 403(b)…$42MBethune-Cookman University Retirement PlanBethune-Cookman University R…$42MCopley Health Systems, Inc. 403(b) Retirement PlanCopley Health Systems, Inc. …$42MPrairie Lakes Healthcare System 403(b) PlanPrairie Lakes Healthcare Sys…$42MLutheran Seniorlife Employees' Retirement Savings PlanLutheran Seniorlife Employee…$42M
End-of-year total assets ($M) among Bethune-Cookman University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$42M
Net Income-$7M
Employer EIN590704726
Plan Effective Date1973-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethune-Cookman University)

Sponsor-wide plan assets over time

All Bethune-Cookman University plans reported in each filing year

Latest sponsor-wide plan assets
$46M 7.850886865601779% vs 2022
2023 filing year
$41M$42M$43M$44M$45M$46M 20222023 $42.2M $45.5M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 747 $42M
2023 1 734 $46M

Nearby Other Plans in Florida

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

Bethune-Cookman University Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Bethune-Cookman University Retirement Plan, Total assets ($B): 0.042210849 · Participants: 747Bethune-Cookman University Retirement 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
Bethune-Cookman University Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Bethune-Cookman University Retirement Plan side-by-side with 3 peers →

Bethune-Cookman University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Copley Health Systems, Inc. 403(b) Retirement Plan in VT ($42M); by covered participants it is Berea College Retirement Plan in KY (747 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (747 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 Bethune-Cookman University Retirement Plan assets move in 2022? ▼
Bethune-Cookman University Retirement Plan declined sharply - down 15.1% during 2022, from $50M to $42M. Reported net income was -$7M.
How have Bethune-Cookman University plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bethune-Cookman University's sponsor-wide assets grew 7.9%, from $42M to $46M.
Where does Bethune-Cookman University Retirement Plan rank by assets among Form 5500 filers? ▼
Bethune-Cookman University Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bethune-Cookman University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Copley Health Systems, Inc. 403(b) Retirement Plan in VT ($42M, 562 participants).
Which Other plans cover a similar participant headcount to Bethune-Cookman University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Berea College Retirement Plan in KY (747 participants, $140M 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 590704726.

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.