Other · DOL Form 5500 · 2023

Jacksonville Zoological Society, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
340
Participants Below avg headcount
58th
Percentile by assets National rank
$28,233
Avg per participant Low balance/head
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Official DOL plan name: Jacksonville Zoo Retirement Plan · Sponsored by Jacksonville Zoological Society, Inc. · Florida · Arts, Entertainment & Recreation

$10M in assets, 340 participants

Jacksonville Zoological Society, Inc.'s Jacksonville Zoo Retirement Plan reported $10M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #2,166 in Arts, Entertainment & Recreation (2,945 peers)

Jacksonville Zoological Society, Inc. multi-year trail

Jacksonville Zoological Society, Inc.'s plans moved +49.1% in assets from 2022 to 2024; this filing shows Jacksonville Zoo Retirement Plan at $10M / 340 participants.

#2,166
in Arts, Entertainment & Recreation (2,945 peers)
+25.2%
assets growth YoY

Jacksonville Zoo Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Jacksonville Zoo Retirement Plan vs every filed plan by assets

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

$9,599,360 Top 42% higher than 58% 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

Jacksonville Zoo Retirement 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. Jacksonville Zoo Retirement Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacksonville Zoo Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jacksonville Zoo Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Jacksonville Zoo Retirement Plan reported participants rose from 312 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591319010 · Jacksonville Zoological Society, Inc. PY 2023 · Other

Jacksonville Zoo Retirement Plan · $10M · 340 · 58th

  • EOY $10M
  • 5500 340
  • ASSETS 58th
  • PCT Other
  • EIN near Early Childhood Development Co, LLC 403b DC Plan
  • RANK ind #2166

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Jacksonville Zoo Retirement Plan in the asset neighbourhood

Judson 403(b) Plan$10MThe Arc Montgomery County Tax Sheltered Annuity PlanThe Arc Montgomery County Ta…$10MJacksonville Zoo Retirement PlanJacksonville Zoo Retirement …$10MEarly Childhood Development Co, LLC 403b DC PlanEarly Childhood Development …$10MEau Claire Cooperative Center 403(b) Retirement Plan and TrustEau Claire Cooperative Cente…$10M
End-of-year total assets ($M) among Jacksonville Zoo Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Jacksonville Zoological Society, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jacksonville Zoological Society, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 49.1452604017809% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.67M $11.4M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 312 $8M
2023 1 340 $10M
2024 1 366 $11M

Jacksonville Zoological Society, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN591319010
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Jacksonville Zoo Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Jacksonville Zoo Retirement Plan, Total assets ($B): 0.00959936 · Participants: 340Jacksonville Zoo Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Jacksonville Zoo Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

Jacksonville Zoo Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Early Childhood Development Co, LLC 403b DC Plan in GA ($10M); by covered participants it is 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated in MN (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Jacksonville Zoo Retirement Plan assets move in 2023?
Jacksonville Zoo Retirement Plan grew sharply - up 25.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Jacksonville Zoological Society, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jacksonville Zoological Society, Inc.'s sponsor-wide assets grew 49.1%, from $8M to $11M.
Which Other plans are similar in size to Jacksonville Zoo Retirement Plan?
Among Other plans in other states, the closest by assets is Early Childhood Development Co, LLC 403b DC Plan in GA ($10M, 173 participants).
Which Other plans cover a similar participant headcount to Jacksonville Zoo Retirement Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Arrowhead Economic Opportunity Agency, Incorporated in MN (340 participants, $17M in assets).