Other · DOL Form 5500 · 2023

Stetson University Retirement Plan

Data updated 2026-08-25

$241M
Total assets Near avg plan size
794
Participants Near avg headcount
95th
Percentile by assets National rank
$304,133
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stetson University Defined Contribution Plan · Sponsored by Stetson University · Florida · Educational Services

$241M in assets, 794 participants

Stetson University's Stetson University Defined Contribution Plan reported $241M in total assets and 794 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,462 in Educational Services (3,735 peers)

Where Stetson University Defined Contribution Plan sits by assets

Stetson University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $241M for 794 participants (~$304,133/participant), up 12.8% in 2023.

#3,462
in Educational Services (3,735 peers)
+12.8%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Stetson University Defined Contribution Plan's outsized position by total assets

Stetson University Defined Contribution Plan vs every filed plan by assets

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

$241,481,218 Top 5% higher than 95% 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

Stetson University Defined Contribution 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. Stetson University Defined Contribution Plan sits mid-pack in the medium band (794 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stetson University Defined Contribution Plan reported net income rose from -$34M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Stetson University Defined Contribution Plan end-of-year assets rose from $214M in the plan year 2022 filing to $241M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 590624416 · Stetson University PY 2023 · Other

Stetson University Defined Contribution Plan · $241M · 794 · 95th

  • NET $241M
  • BOOK 794
  • VS-ST 95th
  • BOY Other
  • SCH near The Scripps Research Institute Tax Sheltered Annuity Plan
  • EBSA ind #3462

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 →

Stetson University Defined Contribution Plan in the asset neighbourhood

University of La Verne 403(b) Retirement Savings PlanUniversity of La Verne 403(b…$243MThe Scripps Research Institute Tax Sheltered Annuity PlanThe Scripps Research Institu…$242MStetson University Defined Contribution PlanStetson University Defined C…$241MSiena College Defined Contribution Retirement PlanSiena College Defined Contri…$240MGillette Children's Specialty Healthcare Matched Savings Retirement PlanGillette Children's Specialt…$240M
End-of-year total assets ($M) among Stetson University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$241M
Net Income$27M
Employer EIN590624416
Plan Effective Date1946-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stetson University)

Sponsor-wide plan assets over time

All Stetson University plans reported in each filing year

Latest sponsor-wide plan assets
$262M 22.478181031653996% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $214M $262M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 794 $214M
2023 1 794 $241M
2024 1 879 $262M

Nearby Other Plans in Florida

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

Stetson University Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Stetson University Defined Contribution Plan, Total assets ($B): 0.241481218 · Participants: 794Stetson University Defined Contribution PlanBaptist 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
Stetson University Defined Contribution Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Stetson University Defined Contribution Plan side-by-side with 3 peers →

Stetson University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Scripps Research Institute Tax Sheltered Annuity Plan in CA ($242M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (794 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (794 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 Stetson University Defined Contribution Plan assets move in 2023? ▼
Stetson University Defined Contribution Plan grew at a solid clip - up 12.8% during 2023, from $214M to $241M. Reported net income was $27M.
How have Stetson University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stetson University's sponsor-wide assets grew 22.5%, from $214M to $262M.
Where does Stetson University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Stetson University Defined Contribution Plan ranks in the 95th 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 Stetson University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The Scripps Research Institute Tax Sheltered Annuity Plan in CA ($242M, 1,324 participants).
Which Other plans cover a similar participant headcount to Stetson University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (794 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 590624416.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.