Other · DOL Form 5500 · 2023
The Nemours Foundation Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 8,505
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $133,412
- Avg per participant Near avg balance/head
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.
- #17,501 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
The Nemours Foundation Section 403(b) Plan covers 8,505 participants in Florida, 14x the typical Florida plan (state average ~628 per filing). Assets: $1.1B.
- #17,501
- in Healthcare & Social Assistance (17,684 peers)
- +22.7%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
The Nemours Foundation Section 403(b) Plan's outsized position by total assets
The Nemours Foundation Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,134,668,210 Top 1% higher than 99% 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
The Nemours Foundation Section 403(b) 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. The Nemours Foundation Section 403(b) Plan lands in the large band (8,505 participants).
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.
Form 5500 schedule snapshot
Filing strip 590634433 · The Nemours Foundation PY 2023 · Other
The Nemours Foundation Section 403(b) Plan · $1.1B · 8,505 · 99th
- NET $1.1B
- BOOK 8,505
- VS-ST 99th
- BOY Other
- SCH near Board of Electrical Workers Local #26 I.a. Individual Account Plan
- EBSA ind #17501
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
The Nemours Foundation Section 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Nemours Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.9B 27.735698475035562% vs 2022
- 2024 filing year
| 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.
- 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 (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 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)
The Nemours Foundation Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Board of Electrical Workers Local #26 I.a. Individual Account Plan in MD ($1.1B); by covered participants it is Accra Care 403(b) Plan in MN (8,485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,505 participants); asset peers above are excluded.
- Accra Care 403(b) Plan (MN) 8,485 · 20 off
- Northeastern University Retirement Plan (MA) 8,553 · 48 off
- Princeton University Retirement Plan (NJ) 8,456 · 49 off
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) 8,569 · 64 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.