401(k) · DOL Form 5500 · 2023

University Athletic Association Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
108
Participants Small participant base
51st
Percentile by assets National rank
$66,324
Avg per participant Below avg balance/head
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Official DOL plan name: University Athletic Association 403b Plan · Sponsored by University Athletic Association Inc. · Florida · Educational Services

$7M in assets, 108 participants

University Athletic Association Inc.'s University Athletic Association 403b Plan reported $7M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,321 in Educational Services (3,735 peers)

Coverage in Florida

University Athletic Association 403b Plan covers 108 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#1,321
in Educational Services (3,735 peers)
+48.3%
assets growth YoY

University Athletic Association 403b Plan's mid-pack asset rank among Educational Services and all filers

University Athletic Association 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,163,014 Top 49% higher than 51% of 127,068 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 2023

University Athletic Association 403b Plan 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 403b Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Athletic Association 403b Plan reported net income rose from $501K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • University Athletic Association 403b Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • University Athletic Association 403b Plan reported participants rose from 94 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 596002050 · University Athletic Association Inc. PY 2023 · 401(k)

University Athletic Association 403b Plan · $7M · 108 · 51st

  • EBSA $7M
  • EBSA 108
  • EBSA 51st
  • EBSA 401(k)
  • EBSA near Chromadex, Inc. 401(k) Plan
  • EBSA ind #1321

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 403b Plan in the asset neighbourhood

University Athletic Association 403b PlanUniversity Athletic Associat…$7MChromadex, Inc. 401(k) Plan$7MR2 Venture Solutions Inc. Retirement PlanR2 Venture Solutions Inc. Re…$7MPiper Mechanical 401(k) Retirement PlanPiper Mechanical 401(k) Reti…$7MStrunk Hr, LLC 401(k) Plan$7M
End-of-year total assets ($M) among University Athletic Association 403b Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN596002050
Plan Effective Date2012-04-18
Filing StatusFILING 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
$50M$60M$70M$80M$90M 202220232024 $57.4M $80.4M ▲ +40.0%
Year Plans Participants Total Assets
2022 2 827 $57M
2023 2 412 $67M
2024 2 828 $80M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University Athletic Association 403b Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants University Athletic Association 403b Plan, Total assets ($B): 0.007163014 · Participants: 108University Athletic Association 403b PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
University Athletic Association 403b Plan vs. nearby 401(k) plans in Florida, assets vs. participants

University Athletic Association 403b Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Chromadex, Inc. 401(k) Plan in CA ($7M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University Athletic Association 403b Plan assets move in 2023?
University Athletic Association 403b Plan surged - up 48.3% during 2023, from $5M to $7M. Reported net income was $2M.
How have University Athletic Association Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), University Athletic Association Inc.'s sponsor-wide assets grew 40.0%, from $57M to $80M.
Which 401(k) plans are similar in size to University Athletic Association 403b Plan?
Among 401(k) plans in other states, the closest by assets is Chromadex, Inc. 401(k) Plan in CA ($7M, 112 participants).
Which 401(k) plans cover a similar participant headcount to University Athletic Association 403b Plan?
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M in assets).