Other · DOL Form 5500 · 2023

The Academy at Ocean Reef, Inc. Retirement Plan

Data updated 2026-08-25

$668K
Total assets Small plan by assets
9
Participants Small participant base
20th
Percentile by assets National rank
$74,267
Avg per participant Below avg balance/head
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Official DOL plan name: Academy at Ocean Reef Defined Contribution Retirement Plan · Sponsored by The Academy at Ocean Reef, Inc. · Florida · Educational Services

$668K in assets, 9 participants

The Academy at Ocean Reef, Inc.'s Academy at Ocean Reef Defined Contribution Retirement Plan reported $668K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #508 in Educational Services (3,735 peers)

2023 asset change

Academy at Ocean Reef Defined Contribution Retirement Plan grew at a solid clip 14.4% in 2023 ($584K → $668K) for 9 participants.

#508
in Educational Services (3,735 peers)
+14.4%
assets growth YoY

Academy at Ocean Reef Defined Contribution Retirement Plan among the smaller filed plans by assets

Academy at Ocean Reef Defined Contribution Retirement Plan vs every filed plan by assets

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

$668,407 20th percentile higher than 20% 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

Academy at Ocean Reef Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Academy at Ocean Reef Defined Contribution Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Academy at Ocean Reef Defined Contribution Retirement Plan reported net income rose from -$90K in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Academy at Ocean Reef Defined Contribution Retirement Plan end-of-year assets rose from $584K in the plan year 2022 filing to $668K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650146241 · The Academy at Ocean Reef, Inc. PY 2023 · Other

Academy at Ocean Reef Defined Contribution Retirement Plan · $668K · 9 · 20th

  • EBSA $668K
  • EBSA 9
  • EBSA 20th
  • EBSA Other
  • EBSA near Mark Ryan Company, LLC 401(k) Plan
  • EBSA ind #508

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 →

Academy at Ocean Reef Defined Contribution Retirement Plan in the asset neighbourhood

Academy at Ocean Reef Defined Contribution Retirement PlanAcademy at Ocean Reef Define…$668KMozaffari Engineering 401(k) Profit Sharing Plan and TrustMozaffari Engineering 401(k)…$673KBourbon Heights, Inc. Retirement PlanBourbon Heights, Inc. Retire…$674KMark Ryan Company, LLC 401(k) PlanMark Ryan Company, LLC 401(k…$664KCanton Ballet, the 403b Tda PlanCanton Ballet, the 403b Tda …$663K
End-of-year total assets ($M) among Academy at Ocean Reef Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Academy at Ocean Reef, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All The Academy at Ocean Reef, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.7276832282047874% vs 2022
2024 filing year
$1.12M$1.14M$1.16M$1.18M$1.2M 202220232024 $1.14M $1.17M ▲ +2.6%
Year Plans Participants Total Assets
2022 2 18 $1M
2023 2 17 $1M
2024 2 13 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$584K
Net Assets (End of Year)$668K
Net Income$84K
Employer EIN650146241
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Academy at Ocean Reef Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Academy at Ocean Reef Defined Contribution Retirement Plan, Total assets ($B): 0.000668407 · Participants: 9Academy at Ocean Reef Defined Contribution 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
Academy at Ocean Reef Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Academy at Ocean Reef Defined Contribution Retirement Plan side-by-side with 3 peers →

Academy at Ocean Reef Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Mark Ryan Company, LLC 401(k) Plan in NE ($664K); by covered participants it is Collective Legal Services, the Eviction Defense Center, a Nonprofit Law Corp in CA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($668K here).

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 Academy at Ocean Reef Defined Contribution Retirement Plan assets move in 2023? ▼
Academy at Ocean Reef Defined Contribution Retirement Plan grew at a solid clip - up 14.4% during 2023, from $584K to $668K. Reported net income was $84K.
How have The Academy at Ocean Reef, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Academy at Ocean Reef, Inc.'s sponsor-wide assets grew 2.7%, from $1M to $1M.
Where does Academy at Ocean Reef Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Academy at Ocean Reef Defined Contribution Retirement Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Academy at Ocean Reef Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mark Ryan Company, LLC 401(k) Plan in NE ($664K, 1 participant).
Which Other plans cover a similar participant headcount to Academy at Ocean Reef Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Collective Legal Services, the Eviction Defense Center, a Nonprofit Law Corp in CA (9 participants, $909K in assets).

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 650146241.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.