Other · DOL Form 5500 · 2023
Palm Beach Atlantic University, Inc. Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 1,339
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $56,370
- Avg per participant Low balance/head
Official DOL plan name: Palm Beach Atlantic University 403(b)(7) Plan · Sponsored by Palm Beach Atlantic University, Inc. · Florida · Educational Services
$75M in assets, 1,339 participants
Palm Beach Atlantic University, Inc.'s Palm Beach Atlantic University 403(b)(7) Plan reported $75M in total assets and 1,339 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #3,013 in Educational Services (3,735 peers)
Coverage in Florida
Palm Beach Atlantic University 403(b)(7) Plan covers 1,339 participants in Florida, 2.1x the typical Florida plan (state average ~628 per filing). Assets: $75M.
- #3,013
- in Educational Services (3,735 peers)
- +12.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Palm Beach Atlantic University 403(b)(7) Plan's outsized position by total assets
Palm Beach Atlantic University 403(b)(7) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$75,479,442 Top 11% higher than 89% 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
Palm Beach Atlantic University 403(b)(7) 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. Palm Beach Atlantic University 403(b)(7) Plan lands in the large band (1,339 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Palm Beach Atlantic University 403(b)(7) Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Palm Beach Atlantic University 403(b)(7) Plan reported participants rose from 1,078 in the plan year 2022 filing to 1,339 in the plan year 2023 filing.
- Palm Beach Atlantic University 403(b)(7) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $75M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 591092732 · Palm Beach Atlantic University, Inc. PY 2023 · Other
Palm Beach Atlantic University 403(b)(7) Plan · $75M · 1,339 · 89th
- EIN $75M
- RANK 1,339
- PHOTO 89th
- IND Other
- EOY near Olean General Hospital Savings Incentive Plan
- 5500 ind #3013
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 →
Palm Beach Atlantic University 403(b)(7) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $8M |
| Employer EIN | 591092732 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palm Beach Atlantic University, Inc.)
Sponsor-wide plan assets over time
All Palm Beach Atlantic University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 25.142994577980193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,078 | $67M |
| 2023 | 1 | 1,339 | $75M |
| 2024 | 1 | 1,526 | $84M |
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
Palm Beach Atlantic University 403(b)(7) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Olean General Hospital Savings Incentive Plan in NY ($76M); by covered participants it is Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan in NY (1,340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Olean General Hospital Savings Incentive Plan (NY) $76M · 1,293
- Wayne Unc 403(b) Plan (NC) $75M · 1,578
- Johns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview Physicians (MD) $75M · 128
- Gulf Coast Regional Blood Center 403(b) Tax Deferred Annuity Plan (TX) $76M · 688
Similar participant headcount
Nearest other-state filings by covered participants (1,339 participants); asset peers above are excluded.
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) 1,340 · 1 off
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan (MA) 1,343 · 4 off
- St. John's Riverside Hospital 403(b) Retirement Plan (NY) 1,345 · 6 off
- New England Baptist Hospital 403(b) Plan (MA) 1,331 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.