Other · DOL Form 5500 · 2023

Tampa Preparatory School Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
127
Participants Small participant base
74th
Percentile by assets National rank
$174,456
Avg per participant Above avg balance/head
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Official DOL plan name: Tampa Preparatory School Tiaa-Cref Retirement Plan · Sponsored by Tampa Preparatory School · Florida · Educational Services

$22M in assets, 127 participants

Tampa Preparatory School's Tampa Preparatory School Tiaa-Cref Retirement Plan reported $22M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,162 in Educational Services (3,735 peers)

Coverage in Florida

Tampa Preparatory School Tiaa-Cref Retirement Plan covers 127 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $22M.

#2,162
in Educational Services (3,735 peers)
+17.0%
assets growth YoY

Tampa Preparatory School Tiaa-Cref Retirement Plan's outsized position by total assets

Tampa Preparatory School Tiaa-Cref Retirement Plan vs every filed plan by assets

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

$22,155,931 Top 26% higher than 74% 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

Tampa Preparatory School Tiaa-Cref 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. Tampa Preparatory School Tiaa-Cref Retirement Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tampa Preparatory School Tiaa-Cref Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tampa Preparatory School Tiaa-Cref Retirement Plan reported participants rose from 108 in the plan year 2022 filing to 127 in the plan year 2023 filing.
  • Tampa Preparatory School Tiaa-Cref Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591618607 · Tampa Preparatory School PY 2023 · Other

Tampa Preparatory School Tiaa-Cref Retirement Plan · $22M · 127 · 74th

  • BOOK $22M
  • VS-ST 127
  • BOY 74th
  • SCH Other
  • EBSA near Ceres - 403(b) DC Plan
  • PART ind #2162

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 →

Tampa Preparatory School Tiaa-Cref Retirement Plan in the asset neighbourhood

International School of Boston DC PlanInternational School of Bost…$22MTampa Preparatory School Tiaa-Cref Retirement PlanTampa Preparatory School Tia…$22MCeres - 403(b) DC Plan$22M403(b) Thrift Plan of Guide Dog Foundation for the Blind, Inc.403(b) Thrift Plan of Guide …$22MThe John Thomas Dye 403(b) PlanThe John Thomas Dye 403(b) P…$22M
End-of-year total assets ($M) among Tampa Preparatory School Tiaa-Cref Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN591618607
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tampa Preparatory School)

Sponsor-wide plan assets over time

All Tampa Preparatory School plans reported in each filing year

Latest sponsor-wide plan assets
$25M 30.4786138141033% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.9M $24.7M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 108 $19M
2023 1 127 $22M
2024 1 106 $25M

Nearby Other Plans in Florida

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

Tampa Preparatory School Tiaa-Cref Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Tampa Preparatory School Tiaa-Cref Retirement Plan, Total assets ($B): 0.022155931 · Participants: 127Tampa Preparatory School Tiaa-Cref 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
Tampa Preparatory School Tiaa-Cref Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

Tampa Preparatory School Tiaa-Cref Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Ceres - 403(b) DC Plan in MA ($22M); by covered participants it is Linsly School, Inc. 403(b) DC Plan in WV (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Tampa Preparatory School Tiaa-Cref Retirement Plan assets move in 2023?
Tampa Preparatory School Tiaa-Cref Retirement Plan grew sharply - up 17.0% during 2023, from $19M to $22M. Reported net income was $3M.
How have Tampa Preparatory School plan assets changed over time?
Across 3 plan years on file (2022-2024), Tampa Preparatory School's sponsor-wide assets grew 30.5%, from $19M to $25M.
Which Other plans are similar in size to Tampa Preparatory School Tiaa-Cref Retirement Plan?
Among Other plans in other states, the closest by assets is Ceres - 403(b) DC Plan in MA ($22M, 204 participants).
Which Other plans cover a similar participant headcount to Tampa Preparatory School Tiaa-Cref Retirement Plan?
Among Other plans in other states, the closest by covered participants is Linsly School, Inc. 403(b) DC Plan in WV (127 participants, $15M in assets).