Other · DOL Form 5500 · 2023
Kipp of Jacksonville Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 297
- Participants Below avg headcount
- 29th
- Percentile by assets National rank
- $5,818
- Avg per participant Low balance/head
Official DOL plan name: Kipp of Jacksonville 403(b) Plan · Sponsored by Kipp of Jacksonville · Florida · Educational Services
$2M in assets, 297 participants
Kipp of Jacksonville's Kipp of Jacksonville 403(b) Plan reported $2M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #690 in Educational Services (3,735 peers)
Coverage in Florida
Kipp of Jacksonville 403(b) Plan covers 297 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $2M.
- #690
- in Educational Services (3,735 peers)
- +20.6%
- assets growth YoY
Kipp of Jacksonville 403(b) Plan among the smaller filed plans by assets
Kipp of Jacksonville 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,727,809 29th percentile higher than 29% 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
Kipp of Jacksonville 403(b) 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. Kipp of Jacksonville 403(b) Plan sits mid-pack in the medium band (297 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kipp of Jacksonville 403(b) Plan reported net income rose from -$182K in the plan year 2022 filing to $296K in the plan year 2023 filing.
- Kipp of Jacksonville 403(b) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Kipp of Jacksonville 403(b) Plan reported participants rose from 248 in the plan year 2022 filing to 297 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 264046741 · Kipp of Jacksonville PY 2023 · Other
Kipp of Jacksonville 403(b) Plan · $2M · 297 · 29th
- ASSETS $2M
- ASSETS 297
- ASSETS 29th
- ASSETS Other
- ASSETS near 403(b) Thrift Plan for Kansas Big Brothers Big Sisters Inc
- ASSETS ind #690
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 →
Kipp of Jacksonville 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $296K |
| Employer EIN | 264046741 |
| Plan Effective Date | 2012-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kipp of Jacksonville)
Sponsor-wide plan assets over time
All Kipp of Jacksonville plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 20.63237061132045% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $1M |
| 2023 | 1 | 297 | $2M |
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
Kipp of Jacksonville 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is 403(b) Thrift Plan for Kansas Big Brothers Big Sisters Inc in KS ($2M); by covered participants it is University Health Physicians 403(b) Retirement Plan in MO (297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.
- University Health Physicians 403(b) Retirement Plan (MO) 297 · 0 off
- Germantown Academy Defined Contribution Plan (PA) 297 · 0 off
- Mitchell College Retirement Plan (CT) 297 · 0 off
- Cambridge College 403(b) Plan (MA) 297 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.