Other · DOL Form 5500 · 2023

Nova Southeastern University, Inc. Retirement Plan

Data updated 2026-08-25

$457M
Total assets Above avg plan size
1,563
Participants Near avg headcount
97th
Percentile by assets National rank
$292,659
Avg per participant High balance/head
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Official DOL plan name: Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · Sponsored by Nova Southeastern University, Inc. · Florida · Educational Services

$457M in assets, 1,563 participants

Nova Southeastern University, Inc.'s Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) reported $457M in total assets and 1,563 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,587 in Educational Services (3,735 peers)

Coverage in Florida

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) covers 1,563 participants in Florida, 2.5x the typical Florida plan (state average ~628 per filing). Assets: $457M.

#3,587
in Educational Services (3,735 peers)
+6.5%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)'s outsized position by total assets

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs every filed plan by assets

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

$457,425,290 Top 3% higher than 97% 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

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement 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. Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) lands in the large band (1,563 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) reported net income rose from -$81M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) end-of-year assets rose from $429M in the plan year 2022 filing to $457M in the plan year 2023 filing.
  • Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) reported participants fell from 1,614 in the plan year 2022 filing to 1,563 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591083502 · Nova Southeastern University, Inc. PY 2023 · Other

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · $457M · 1,563 · 97th

  • BOY $457M
  • SCH 1,563
  • EBSA 97th
  • PART Other
  • TYPE near Noblis, Inc. Tax Sheltered Annuity Plan
  • NET ind #3587

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 →

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) in the asset neighbourhood

Illinois Independent Colleges and Universities Multiple Employer PlanIllinois Independent College…$460MNoblis, Inc. Tax Sheltered Annuity PlanNoblis, Inc. Tax Sheltered A…$458MNova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)Nova Southeastern University…$457MNorthbay Healthcare 403(b) Retirement PlanNorthbay Healthcare 403(b) R…$454MBentley University Retirement PlanBentley University Retiremen…$454M
End-of-year total assets ($M) among Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$429M
Net Assets (End of Year)$457M
Net Income$28M
Employer EIN591083502
Plan Effective Date1967-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Nova Southeastern University, Inc.)

Sponsor-wide plan assets over time

All Nova Southeastern University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 24.30301846348808% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.83B $1.03B ▲ +24.1%
Year Plans Participants Total Assets
2022 2 6,520 $827M
2023 2 6,690 $936M
2024 2 6,885 $1.0B

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan), Total assets ($B): 0.45742529 · Participants: 1563Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs. nearby Other plans in Florida, assets vs. participants

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)'s out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Noblis, Inc. Tax Sheltered Annuity Plan in VA ($458M); by covered participants it is Easterseals Midwest 403(b) Plan in MO (1,566 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,563 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 Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) assets move in 2023? ▼
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) grew at a solid clip - up 6.5% during 2023, from $429M to $457M. Reported net income was $28M.
How have Nova Southeastern University, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nova Southeastern University, Inc.'s sponsor-wide assets grew 24.3%, from $827M to $1.0B.
Where does Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) rank by assets among Form 5500 filers? ▼
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) ranks in the 97th 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 Other plans are similar in size to Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)? ▼
Among Other plans in other states, the closest by assets is Noblis, Inc. Tax Sheltered Annuity Plan in VA ($458M, 2,170 participants).
Which Other plans cover a similar participant headcount to Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)? ▼
Among Other plans in other states, the closest by covered participants is Easterseals Midwest 403(b) Plan in MO (1,566 participants, $11M in assets).