Other · DOL Form 5500 · 2023
Embry-Riddle Aeronautical University Retirement Plan
Data updated 2026-08-25
- $575M
- Total assets Above avg plan size
- 3,904
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $147,331
- Avg per participant Above avg balance/head
Official DOL plan name: Embry-Riddle Aeronautical University Defined Contribution Retirement Plan · Sponsored by Embry-Riddle Aeronautical University · Florida · Educational Services
$575M in assets, 3,904 participants
Embry-Riddle Aeronautical University's Embry-Riddle Aeronautical University Defined Contribution Retirement Plan reported $575M in total assets and 3,904 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,614 in Educational Services (3,735 peers)
Coverage in Florida
Embry-Riddle Aeronautical University Defined Contribution Retirement Plan covers 3,904 participants in Florida, 6.2x the typical Florida plan (state average ~628 per filing). Assets: $575M.
- #3,614
- in Educational Services (3,735 peers)
- +16.0%
- assets growth YoY
- 5.8×
- vs typical plan assets (national mean)
Embry-Riddle Aeronautical University Defined Contribution Retirement Plan's outsized position by total assets
Embry-Riddle Aeronautical University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$575,180,245 Top 2% higher than 98% 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
Embry-Riddle Aeronautical University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Embry-Riddle Aeronautical University Defined Contribution Retirement Plan lands in the large band (3,904 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan reported net income rose from -$64M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan reported participants rose from 2,456 in the plan year 2022 filing to 3,904 in the plan year 2023 filing.
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan end-of-year assets rose from $496M in the plan year 2022 filing to $575M in the plan year 2023 filing.
DOL schedule card
Filing strip 590936101 · Embry-Riddle Aeronautical University PY 2023 · Other
Embry-Riddle Aeronautical University Defined Contribution Retirement Plan · $575M · 3,904 · 98th
- RANK $575M
- RANK 3,904
- RANK 98th
- RANK Other
- RANK near Pepperdine University Retirement Plan
- RANK ind #3614
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 →
Embry-Riddle Aeronautical University Defined Contribution Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $496M |
|---|---|
| Net Assets (End of Year) | $575M |
| Net Income | $79M |
| Employer EIN | 590936101 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Embry-Riddle Aeronautical University)
Sponsor-wide plan assets over time
All Embry-Riddle Aeronautical University plans reported in each filing year
- Latest sponsor-wide plan assets
- $641M 29.305673088043132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,456 | $496M |
| 2023 | 1 | 3,904 | $575M |
| 2024 | 1 | 3,975 | $641M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Embry-Riddle Aeronautical University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Pepperdine University Retirement Plan in CA ($576M); by covered participants it is Community Hospital Corporation Employees' 403(b) Plan in TX (3,894 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($575M here).
- Pepperdine University Retirement Plan (CA) $576M · 1,777
- Amherst College Defined Contribution Retirement Plan (MA) $579M · 2,170
- Baylor Scott & White Health 403(b) Savings Plan (TX) $580M · 5,360
- Smith College Defined Contribution Retirement Plan (MA) $583M · 1,843
Similar participant headcount
Nearest other-state filings by covered participants (3,904 participants); asset peers above are excluded.
- Community Hospital Corporation Employees' 403(b) Plan (TX) 3,894 · 10 off
- Billings Clinic 403b Plan (MT) 3,894 · 10 off
- Lowell General Hospital Corp. Inc. 403(b) Retirement (Formerly Lgh Fidelity 403(b) Retirement Savings Plan (MA) 3,893 · 11 off
- Bsa Match Savings Plan (TX) 3,923 · 19 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.