Other · DOL Form 5500 · 2023
The Nemours Foundation Retirement Plan
Data updated 2026-08-06
- $1.1B
- Total assets
- 8,505
- Participants
- 99th
- Percentile by assets
- $133,412
- Avg per participant
Official DOL plan name: The Nemours Foundation Section 403(b) Plan · Sponsored by The Nemours Foundation · Florida · Healthcare & Social Assistance
$1.1B in assets, 8,505 participants
The Nemours Foundation's The Nemours Foundation Section 403(b) Plan reported $1.1B in total assets and 8,505 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #17,443 in Healthcare & Social Assistance (17,626 peers)
Coverage in Florida
The Nemours Foundation Section 403(b) Plan covers 8,505 participants in Florida, 13x the typical Florida plan (state average ~631 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 8,505
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $133,412
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Nemours Foundation Section 403(b) Plan reported net income rose from -$117M in the plan year 2022 filing to $210M in the plan year 2023 filing.
- The Nemours Foundation Section 403(b) Plan end-of-year assets rose from $924M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
- The Nemours Foundation Section 403(b) Plan reported participants rose from 7,882 in the plan year 2022 filing to 8,505 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. The Nemours Foundation Section 403(b) Plan reports 8,505 participants - 13x that state average ($1.1B EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $924M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $210M |
| Employer EIN | 590634433 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Nemours Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,635 | $1.5B |
| 2023 | 2 | 10,091 | $1.8B |
| 2024 | 2 | 10,539 | $1.9B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
The Nemours Foundation Section 403(b) 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
- University of Miami Supplemental Retirement Annuity Program $758M · 1,918
Scale composition for The Nemours Foundation Section 403(b) Plan
The Nemours Foundation Section 403(b) Plan reports $1.1B in end-of-year assets across 8,505 participants (0.010% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.009% of 89,805,449 covered participants) - about $133,412 per participant (97% of the national average assets-per-participant) . Net income for plan year 2023 was $210M.
This plan identity (EIN 590634433, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $924M to $1.3B (+42.1%) while covered participants moved from 7,882 to 9,064 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,882 | $924M | Open filing |
| 2023 | 8,505 | $1.1B | This page |
| 2024 · index core | 9,064 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Nemours Foundation Section 403(b) Plan (Other, $1.3B, 9,064 participants)
- The Nemours Foundation Pension Plan (Defined Benefit (Pension), $635M, 1,475 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Nemours Foundation Section 403(b) Plan by total assets, not by location.
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $1.1B · 11,479
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) $1.1B · 1,883
- Loyola University Chicago Defined Contribution Retirement Plan (IL) $1.1B · 2,775
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) $1.1B · 18,331
Frequently Asked Questions
How did The Nemours Foundation Section 403(b) Plan assets move in 2023? ▼
How have The Nemours Foundation plan assets changed over time? ▼
Where does The Nemours Foundation Section 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Nemours Foundation Section 403(b) Plan? ▼
Next read for The Nemours Foundation Section 403(b) Pl…
Filing takeaways
Ways to act on The Nemours Foundation Section 403(b) Plan's numbers.
- By total assets, The Nemours Foundation Section 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- The Nemours Foundation's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans