Other · DOL Form 5500 · 2023
The University of Tampa Retirement Plan
Data updated 2026-08-25
- $204M
- Total assets Near avg plan size
- 997
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $204,215
- Avg per participant Above avg balance/head
Official DOL plan name: The University of Tampa Defined Contribution Retirement Plan · Sponsored by The University of Tampa · Florida · Educational Services
$204M in assets, 997 participants
The University of Tampa's The University of Tampa Defined Contribution Retirement Plan reported $204M in total assets and 997 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,414 in Educational Services (3,735 peers)
Where The University of Tampa Defined Contribution Retirement Plan sits by assets
The University of Tampa Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $204M for 997 participants (~$204,215/participant), up 14.7% in 2023.
- #3,414
- in Educational Services (3,735 peers)
- +14.7%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
The University of Tampa Defined Contribution Retirement Plan's outsized position by total assets
The University of Tampa Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$203,602,212 Top 5% higher than 95% 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 University of Tampa Defined Contribution 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. The University of Tampa Defined Contribution Retirement Plan sits mid-pack in the medium band (997 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The University of Tampa Defined Contribution Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- The University of Tampa Defined Contribution Retirement Plan reported participants rose from 787 in the plan year 2022 filing to 997 in the plan year 2023 filing.
- The University of Tampa Defined Contribution Retirement Plan end-of-year assets rose from $178M in the plan year 2022 filing to $204M in the plan year 2023 filing.
DOL schedule card
Filing strip 590624459 · The University of Tampa PY 2023 · Other
The University of Tampa Defined Contribution Retirement Plan · $204M · 997 · 95th
- PHOTO $204M
- IND 997
- EOY 95th
- 5500 Other
- ASSETS near Union Health 403(b)Retirement Plan
- PCT ind #3414
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 →
The University of Tampa Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $178M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | $26M |
| Employer EIN | 590624459 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Tampa)
Sponsor-wide plan assets over time
All The University of Tampa plans reported in each filing year
- Latest sponsor-wide plan assets
- $227M 27.755088473621942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 787 | $178M |
| 2023 | 1 | 997 | $204M |
| 2024 | 1 | 1,693 | $227M |
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
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
The University of Tampa Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Union Health 403(b)Retirement Plan in IN ($203M); by covered participants it is Colgate University Defined Contribution Retirement in NY (997 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($204M here).
- Union Health 403(b)Retirement Plan (IN) $203M · 3,178
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University (PA) $205M · 624
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan (CT) $205M · 326
- Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan (NY) $202M · 7,957
Similar participant headcount
Nearest other-state filings by covered participants (997 participants); asset peers above are excluded.
- Colgate University Defined Contribution Retirement (NY) 997 · 0 off
- Gaudenzia 403b Plan (PA) 996 · 1 off
- Baruch 403(b) Plan (MI) 998 · 1 off
- Abilene Christian University 403(b) Retirement Plan (TX) 996 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.