Other · DOL Form 5500 · 2023
Shorecrest Preparatory School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 195
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $106,519
- Avg per participant Below avg balance/head
Official DOL plan name: Shorecrest Preparatory School 403(b) DC Plan · Sponsored by Shorecrest Preparatory School · Florida · Educational Services
$21M in assets, 195 participants
Shorecrest Preparatory School's Shorecrest Preparatory School 403(b) DC Plan reported $21M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,096 in Educational Services (3,735 peers)
Coverage in Florida
Shorecrest Preparatory School 403(b) DC Plan covers 195 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $21M.
- #2,096
- in Educational Services (3,735 peers)
- +19.0%
- assets growth YoY
Shorecrest Preparatory School 403(b) DC Plan's outsized position by total assets
Shorecrest Preparatory School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,771,162 Top 27% higher than 73% 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
Shorecrest Preparatory School 403(b) DC 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. Shorecrest Preparatory School 403(b) DC Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shorecrest Preparatory School 403(b) DC Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Shorecrest Preparatory School 403(b) DC Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Shorecrest Preparatory School 403(b) DC Plan reported participants rose from 188 in the plan year 2022 filing to 195 in the plan year 2023 filing.
DOL schedule card
Filing strip 237412158 · Shorecrest Preparatory School PY 2023 · Other
Shorecrest Preparatory School 403(b) DC Plan · $21M · 195 · 73rd
- SCH $21M
- SCH 195
- SCH 73rd
- SCH Other
- SCH near Brookstone School, Inc. Retirement Plan
- SCH ind #2096
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 →
Shorecrest Preparatory School 403(b) DC Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 237412158 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shorecrest Preparatory School)
Sponsor-wide plan assets over time
All Shorecrest Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 31.568679582892003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $17M |
| 2023 | 1 | 195 | $21M |
| 2024 | 1 | 185 | $23M |
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
Shorecrest Preparatory School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Brookstone School, Inc. Retirement Plan in GA ($21M); by covered participants it is Mcpherson College 403(b) Plan in KS (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 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.