Other · DOL Form 5500 · 2023

The Academy at Ocean Reef, Inc. Retirement Plan

Data updated 2026-08-25

$508K
Total assets Small plan by assets
8
Participants Small participant base
18th
Percentile by assets National rank
$63,560
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Academy at Ocean Reef 403(b) Tda Plan · Sponsored by The Academy at Ocean Reef, Inc. · Florida · Educational Services

$508K in assets, 8 participants

The Academy at Ocean Reef, Inc.'s Academy at Ocean Reef 403(b) Tda Plan reported $508K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

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

2023 asset change

Academy at Ocean Reef 403(b) Tda Plan pulled back noticeably 9.0% in 2023 ($559K → $508K) for 8 participants.

#478
in Educational Services (3,735 peers)
-9.0%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Academy at Ocean Reef 403(b) Tda Plan among the smaller filed plans by assets

Academy at Ocean Reef 403(b) Tda Plan vs every filed plan by assets

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

$508,482 18th percentile higher than 18% 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 403(b) Tda 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 403(b) Tda Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Academy at Ocean Reef 403(b) Tda Plan reported net income fell from $79K in the plan year 2022 filing to -$50K in the plan year 2023 filing.
  • Academy at Ocean Reef 403(b) Tda Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Academy at Ocean Reef 403(b) Tda Plan end-of-year assets fell from $559K in the plan year 2022 filing to $508K 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 403(b) Tda Plan · $508K · 8 · 18th

  • PCT $508K
  • EIN 8
  • RANK 18th
  • PHOTO Other
  • IND near Wayne Center 403(b) DC Plan
  • EOY ind #478

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 403(b) Tda Plan in the asset neighbourhood

Academy at Ocean Reef 403(b) Tda PlanAcademy at Ocean Reef 403(b)…$508KWomen's Prison Association and Home, Inc. Tax Sheltered Annuity PlanWomen's Prison Association a…$514KWayne Center 403(b) DC Plan$503KJanuary Baby Cakes, Inc. 401(k) Profit 47-4013999January Baby Cakes, Inc. 401…$496KEmployee Benefits Plan of Womens Health Services of Eastern Iowa IncEmployee Benefits Plan of Wo…$495K
End-of-year total assets ($M) among Academy at Ocean Reef 403(b) Tda 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)$559K
Net Assets (End of Year)$508K
Net Income-$50K
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 403(b) Tda Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Academy at Ocean Reef 403(b) Tda Plan, Total assets ($B): 0.000508482 · Participants: 8Academy at Ocean Reef 403(b) Tda 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 403(b) Tda Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Academy at Ocean Reef 403(b) Tda Plan side-by-side with 3 peers →

Academy at Ocean Reef 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Wayne Center 403(b) DC Plan in MI ($503K); by covered participants it is Mendocino, Inc Sep IRA in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Academy at Ocean Reef 403(b) Tda Plan assets move in 2023? ▼
Academy at Ocean Reef 403(b) Tda Plan pulled back noticeably - down 9.0% during 2023, from $559K to $508K. Reported net income was -$50K.
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 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
Academy at Ocean Reef 403(b) Tda Plan ranks in the 18th 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 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Wayne Center 403(b) DC Plan in MI ($503K, 12 participants).
Which Other plans cover a similar participant headcount to Academy at Ocean Reef 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Mendocino, Inc Sep IRA in CA (8 participants, N/A 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.