Other · DOL Form 5500 · 2022

Florida Education Fund, Inc Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
28th
Percentile by assets National rank
$86,751
Avg per participant Below avg balance/head
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Official DOL plan name: Florida Education Fund,Inc · Sponsored by Florida Education Fund, Inc · Florida · Educational Services

$1M in assets, 15 participants

Florida Education Fund, Inc's Florida Education Fund,Inc reported $1M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #754 in Educational Services (4,024 peers)

Florida Education Fund, Inc multi-year trail

Florida Education Fund, Inc's plans moved +17.6% in assets from 2022 to 2024; this filing shows Florida Education Fund,Inc at $1M / 15 participants.

#754
in Educational Services (4,024 peers)
-11.0%
assets change YoY

The plan reported a net loss of $160K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Florida Education Fund,Inc among the smaller filed plans by assets

Florida Education Fund,Inc vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,301,268 28th percentile higher than 28% of 139,123 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 2022

Florida Education Fund,Inc among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Education Fund,Inc is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 592783821 · Florida Education Fund, Inc PY 2022 · Other

Florida Education Fund,Inc · $1M · 15 · 28th

  • NET $1M
  • BOOK 15
  • VS-ST 28th
  • BOY Other
  • SCH near Northern Lights Services, Inc. 403(b) Tax Deferred Savings Program
  • EBSA ind #754

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 →

Florida Education Fund,Inc in the asset neighbourhood

Warroad Care Center Inc. Employees Retirement PlanWarroad Care Center Inc. Emp…$1MFlorida Education Fund,Inc$1MNorthern Lights Services, Inc. 403(b) Tax Deferred Savings ProgramNorthern Lights Services, In…$1MNortheast Youth & Family Services 401(k) PlanNortheast Youth & Family Ser…$1MNew Avenues for Youth, Inc. 403(b) PlanNew Avenues for Youth, Inc. …$1M
End-of-year total assets ($M) among Florida Education Fund,Inc and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida Education Fund, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Florida Education Fund, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.558719648834828% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.3M $1.53M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 17 $2M
2024 1 19 $2M

Florida Education Fund, Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$160K
Employer EIN592783821
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Florida Education Fund,Inc vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Florida Education Fund,Inc, Total assets ($B): 0.001301268 · Participants: 15Florida Education Fund,IncBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Florida Education Fund,Inc vs. nearby Other plans in Florida, assets vs. participants
Compare Florida Education Fund,Inc side-by-side with 3 peers →

Florida Education Fund,Inc's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Northern Lights Services, Inc. 403(b) Tax Deferred Savings Program in WI ($1M); by covered participants it is 10/33 Ambulance Service 403(b) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Florida Education Fund,Inc assets move in 2022? ▼
Florida Education Fund,Inc pulled back noticeably - down 11.0% during 2022, from $1M to $1M. Reported net income was -$160K.
How have Florida Education Fund, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florida Education Fund, Inc's sponsor-wide assets grew 17.6%, from $1M to $2M.
Which Other plans are similar in size to Florida Education Fund,Inc? ▼
Among Other plans in other states, the closest by assets is Northern Lights Services, Inc. 403(b) Tax Deferred Savings Program in WI ($1M, 111 participants).
Which Other plans cover a similar participant headcount to Florida Education Fund,Inc? ▼
Among Other plans in other states, the closest by covered participants is 10/33 Ambulance Service 403(b) Plan in IL (15 participants, $2K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592783821.

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.