Defined Benefit (Pension) · DOL Form 5500 · 2023

The Nemours Foundation Pension Plan

Data updated 2026-08-25

$633M
Total assets Above avg plan size
1,586
Participants Near avg headcount
98th
Percentile by assets National rank
$399,010
Avg per participant High balance/head
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Official DOL plan name: The Nemours Foundation Pension Plan · Sponsored by The Nemours Foundation · Florida · Healthcare & Social Assistance

$633M in assets, 1,586 participants

The Nemours Foundation's The Nemours Foundation Pension Plan reported $633M in total assets and 1,586 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.

  • #17,333 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

The Nemours Foundation Pension Plan covers 1,586 participants in Florida, 2.5x the typical Florida plan (state average ~628 per filing). Assets: $633M.

#17,333
in Healthcare & Social Assistance (17,684 peers)
+5.2%
assets growth YoY
6.3×
vs typical plan assets (national mean)

The Nemours Foundation Pension Plan's outsized position by total assets

The Nemours Foundation Pension Plan vs every filed plan by assets

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

$632,830,447 Top 2% higher than 98% 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

The Nemours Foundation Pension 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 Pension Plan lands in the large band (1,586 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Nemours Foundation Pension Plan reported net income rose from -$130M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Nemours Foundation Pension Plan reported participants fell from 1,753 in the plan year 2022 filing to 1,586 in the plan year 2023 filing.
  • The Nemours Foundation Pension Plan end-of-year assets rose from $602M in the plan year 2022 filing to $633M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590634433 · The Nemours Foundation PY 2023 · Defined Benefit (Pension)

The Nemours Foundation Pension Plan · $633M · 1,586 · 98th

  • PCT $633M
  • EIN 1,586
  • RANK 98th
  • PHOTO Defined Benefit (Pension)
  • IND near Mccormick Pension Plan
  • EOY ind #17333

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 Pension Plan in the asset neighbourhood

The Nemours Foundation Pension PlanThe Nemours Foundation Pensi…$633MMccormick Pension Plan$633MBanco Popular De Puerto Rico Retirement PlanBanco Popular De Puerto Rico…$632MUbs Financial Services Inc. Pension PlanUbs Financial Services Inc. …$631MI. a. T. S. E. National Pension FundI. a. T. S. E. National Pens…$630M
End-of-year total assets ($M) among The Nemours Foundation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$602M
Net Assets (End of Year)$630M
Net Income$34M
Employer EIN590634433
Plan Effective Date1966-07-01
Filing StatusFILING 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
$1.4B$1.6B$1.8B$2B 202220232024 $1.53B $1.95B ▲ +27.5%
Year Plans Participants Total Assets
2022 2 9,635 $1.5B
2023 2 10,091 $1.8B
2024 2 10,539 $1.9B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Nemours Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. 050001000015000 0246810 Total assets ($B) Participants The Nemours Foundation Pension Plan, Total assets ($B): 0.632830447 · Participants: 1586The Nemours Foundation Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
The Nemours Foundation Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare The Nemours Foundation Pension Plan side-by-side with 3 peers →

The Nemours Foundation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Mccormick Pension Plan in MD ($633M); by covered participants it is Pamcah-Ua Local 675 Pension Plan in HI (1,583 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($633M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,586 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 The Nemours Foundation Pension Plan assets move in 2023? ▼
The Nemours Foundation Pension Plan grew at a solid clip - up 5.2% during 2023, from $602M to $633M. Reported net income was $34M.
How have The Nemours Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nemours Foundation's sponsor-wide assets grew 27.7%, from $1.5B to $1.9B.
Where does The Nemours Foundation Pension Plan rank by assets among Form 5500 filers? ▼
The Nemours Foundation Pension 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 Defined Benefit (Pension) plans are similar in size to The Nemours Foundation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mccormick Pension Plan in MD ($633M, 1,000 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Nemours Foundation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pamcah-Ua Local 675 Pension Plan in HI (1,583 participants, $446M in assets).

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 590634433.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.