ESOP
2023 plan-year ESOP DOL Form 5500

UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY ATHLETIC ASSOCIATION, INC.

This ESOP plan holds $60M in total assets and serves 304 participants as of 2023. It is sponsored by UNIVERSITY ATHLETIC ASSOCIATION, INC. in Florida. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$60M
Participants
304
State
Industry
Educational Services

What the Filing Says About UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION

UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION is a ESOP retirement plan sponsored by UNIVERSITY ATHLETIC ASSOCIATION, INC., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $60M in total end-of-year assets and covers 304 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 596002050, and the plan has been effective since 1979-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2023 to $60M at year-end — a gain of 13.8%. Net assets (after liabilities) closed the year at $60M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$53M
Total Assets (End of Year)$60M
Net Assets (End of Year)$60M
Net Income$7M
Plan TypeESOP
Employer EIN596002050
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY ATHLETIC ASSOCIATION, INC.)

Year Plans Participants Total Assets
2022 2 827 $57M
2023 2 412 $67M
2024 2 828 $80M

Nearby ESOP Plans in Florida

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Frequently Asked Questions

How much money is in the UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION?
As of the 2023 Form 5500 filing, UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION holds $60M in total assets with 304 participants. It is sponsored by UNIVERSITY ATHLETIC ASSOCIATION, INC..
What type of plan is UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION?
UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION is a ESOP plan. It has been effective since 1979-07-01. The plan is filed with the U.S. Department of Labor under EIN 596002050.
Who sponsors the UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION?
UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION is sponsored by UNIVERSITY ATHLETIC ASSOCIATION, INC., located in Florida. The sponsor's EIN is 596002050 and the plan operates in the Educational Services industry.
How did UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION perform in 2023?
UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION grew by 13.8% during 2023, moving from $53M to $60M in total assets. Net income was $7M.
Where can I find official filings for UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION?
Official Form 5500 filings for UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 596002050 or plan name at efast.dol.gov.
How does UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION compare to other plans?
You can compare UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION against other ESOP plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 596002050.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.