Other · DOL Form 5500 · 2023

Embry-Riddle Aeronautical University Retirement Plan

Data updated 2026-08-11

$575M
Total assets: 3,904
Participants: 98th
Percentile by assets: $147,331
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$575M
total plan assets (2023 EOY): 3,904
covered participants: 98th
percentile by assets (of 127,072 plans): $147,331
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Florida

Industry

Educational Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Embry-Riddle Aeronautical University Defined Contribution Retirement Plan reports 3,904 participants - 6.2x that state average ($575M EOY assets).

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)

Total plan assets by year, all Embry-Riddle Aeronautical University plans on file

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.

Embry-Riddle Aeronautical University Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

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

Compare Embry-Riddle Aeronautical University Def… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Embry-Riddle Aeronautical University Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Embry-Riddle Aeronautical University Defined Contribution Retirement Plan assets move in 2023? ▼

Embry-Riddle Aeronautical University Defined Contribution Retirement Plan grew sharply - up 16.0% during 2023, from $496M to $575M. Reported net income was $79M.

How have Embry-Riddle Aeronautical University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Embry-Riddle Aeronautical University's sponsor-wide assets grew 29.3%, from $496M to $641M.

Where does Embry-Riddle Aeronautical University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Embry-Riddle Aeronautical University Defined Contribution Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Embry-Riddle Aeronautical University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Pepperdine University Retirement Plan in CA ($576M, 1,777 participants).

Next read for Embry-Riddle Aeronautical University Def…

Filing takeaways

Ways to act on Embry-Riddle Aeronautical University Defined Contribution Retirement Plan's numbers.

By total assets, Embry-Riddle Aeronautical University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
Embry-Riddle Aeronautical University's sponsor-wide assets have grown 29.3% since 2022 across 3 plan years on file. More Educational Services plans

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 590936101.