Other · DOL Form 5500 · 2023
Ave Maria University Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $50,305
- Avg per participant Low balance/head
Official DOL plan name: Ave Maria 403(b) Retirement Plan · Sponsored by Ave Maria University · Florida · Educational Services
$11M in assets, 213 participants
Ave Maria University's Ave Maria 403(b) Retirement Plan reported $11M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #1,618 in Educational Services (3,735 peers)
Coverage in Florida
Ave Maria 403(b) Retirement Plan covers 213 participants in Florida, about 34% of the average Florida filer (state average ~628 per filing). Assets: $11M.
- #1,618
- in Educational Services (3,735 peers)
- +8.0%
- assets growth YoY
Ave Maria 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Ave Maria 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,714,973 Top 40% higher than 60% 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
Ave Maria 403(b) 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. Ave Maria 403(b) Retirement Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ave Maria 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $791K in the plan year 2023 filing.
- Ave Maria 403(b) Retirement Plan reported participants rose from 178 in the plan year 2022 filing to 213 in the plan year 2023 filing.
- Ave Maria 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 030482006 · Ave Maria University PY 2023 · Other
Ave Maria 403(b) Retirement Plan · $11M · 213 · 60th
- VS-ST $11M
- BOY 213
- SCH 60th
- EBSA Other
- PART near Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan
- TYPE ind #1618
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 →
Ave Maria 403(b) Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $791K |
| Employer EIN | 030482006 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ave Maria University)
Sponsor-wide plan assets over time
All Ave Maria University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 18.856834404135597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $10M |
| 2023 | 1 | 213 | $11M |
| 2024 | 1 | 193 | $12M |
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
Ave Maria 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan in VA ($11M); by covered participants it is Lagrange College Retirement Plan in GA (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Lagrange College Retirement Plan (GA) 213 · 0 off
- Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan (VA) 213 · 0 off
- Wrc Senior Services 403b Plan (PA) 213 · 0 off
- Greens Farms Academy Defined Contribution Plan (CT) 213 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.