Money Purchase · DOL Form 5500 · 2023
University Athletic Association, Inc. Money Purchase Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 304
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $196,753
- Avg per participant Above avg balance/head
Official DOL plan name: University Athletic Association, Inc. Employees' Money Purchase Pension · Sponsored by University Athletic Association, Inc. · Florida · Educational Services
$60M in assets, 304 participants
University Athletic Association, Inc.'s University Athletic Association, Inc. Employees' Money Purchase Pension reported $60M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,887 in Educational Services (3,735 peers)
Coverage in Florida
University Athletic Association, Inc. Employees' Money Purchase Pension covers 304 participants in Florida, about 48% of the average Florida filer (state average ~628 per filing). Assets: $60M.
- #2,887
- in Educational Services (3,735 peers)
- +13.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
University Athletic Association, Inc. Employees' Money Purchase Pension's outsized position by total assets
University Athletic Association, Inc. Employees' Money Purchase Pension vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$59,812,938 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
University Athletic Association, Inc. Employees' Money Purchase Pension among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University Athletic Association, Inc. Employees' Money Purchase Pension sits mid-pack in the medium band (304 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Athletic Association, Inc. Employees' Money Purchase Pension reported net income rose from -$20M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- University Athletic Association, Inc. Employees' Money Purchase Pension reported participants fell from 733 in the plan year 2022 filing to 304 in the plan year 2023 filing.
- University Athletic Association, Inc. Employees' Money Purchase Pension end-of-year assets rose from $53M in the plan year 2022 filing to $60M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 596002050 · University Athletic Association, Inc. PY 2023 · Money Purchase
University Athletic Association, Inc. Employees' Money Purchase Pension · $60M · 304 · 87th
- 5500 $60M
- 5500 304
- 5500 87th
- 5500 Money Purchase
- 5500 near Retirement Plan for Prior Alcon Employees
- 5500 ind #2887
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 →
University Athletic Association, Inc. Employees' Money Purchase Pension in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $7M |
| Employer EIN | 596002050 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Athletic Association, Inc.)
Sponsor-wide plan assets over time
All University Athletic Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 39.97977400985872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 827 | $57M |
| 2023 | 2 | 412 | $67M |
| 2024 | 2 | 828 | $80M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
University Athletic Association, Inc. Employees' Money Purchase Pension's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Retirement Plan for Prior Alcon Employees in NJ ($60M); by covered participants it is Pleasant Valley Hospital Employees' Pension 401(a) Plan in WV (306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (304 participants); asset peers above are excluded.
- Pleasant Valley Hospital Employees' Pension 401(a) Plan (WV) 306 · 2 off
- Employers and Cement Masons Local 90 Pension Plan (IL) 302 · 2 off
- Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust (MI) 301 · 3 off
- Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust (PR) 308 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.