Other · DOL Form 5500 · 2022
Mason Classical Academy, Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $11,400
- Avg per participant Low balance/head
Official DOL plan name: Mason Classical Academy 403(b) · Sponsored by Mason Classical Academy, Inc · Florida · Educational Services
$2M in assets, 150 participants
Mason Classical Academy, Inc's Mason Classical Academy 403(b) reported $2M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #862 in Educational Services (4,024 peers)
Coverage in Florida
Mason Classical Academy 403(b) covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $2M.
- #862
- in Educational Services (4,024 peers)
- +48.6%
- assets growth YoY
Mason Classical Academy 403(b) among the smaller filed plans by assets
Mason Classical Academy 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,710,001 31st percentile higher than 31% 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
Mason Classical Academy 403(b) 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. Mason Classical Academy 403(b) sits mid-pack in the medium band (150 participants).
EBSA filing schedule strip
Filing strip 460792829 · Mason Classical Academy, Inc PY 2022 · Other
Mason Classical Academy 403(b) · $2M · 150 · 31st
- VS-ST $2M
- BOY 150
- SCH 31st
- EBSA Other
- PART near Lafayette Industries 403(b) Plan
- TYPE ind #862
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 →
Mason Classical Academy 403(b) in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $559K |
| Employer EIN | 460792829 |
| Plan Effective Date | 2014-10-01 |
| Filing Status | FILING RECEIVED |
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
Mason Classical Academy 403(b)'s out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Lafayette Industries 403(b) Plan in MO ($2M); by covered participants it is The Trevor Project, Inc. 403(b) Plan in CA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Trevor Project, Inc. 403(b) Plan (CA) 150 · 0 off
- The Crona Section 403(b) Retirement Plan (CA) 150 · 0 off
- The Barack Obama Foundation 403(b) Plan (IL) 150 · 0 off
- Wilbraham and Monson Academy Defined Contribution Retirement Plan (MA) 150 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.