Other · DOL Form 5500 · 2023

Florida Education Fund,Inc Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
28th
Percentile by assets National rank
$91,116
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

$2M in assets, 17 participants

Florida Education Fund,Inc's Florida Education Fund, Inc reported $2M in total assets and 17 participants in its 2023 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.

  • #666 in Educational Services (3,735 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 $2M / 17 participants.

#666
in Educational Services (3,735 peers)
+19.0%
assets growth YoY

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 2023 · DOL Form 5500

$1,548,979 28th percentile higher than 28% 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

Florida Education Fund, Inc among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Education Fund, Inc is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Florida Education Fund, Inc reported net income rose from -$160K in the plan year 2022 filing to $248K in the plan year 2023 filing.
  • Florida Education Fund, Inc end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Florida Education Fund, Inc reported participants rose from 15 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592783821 · Florida Education Fund,Inc PY 2023 · Other

Florida Education Fund, Inc · $2M · 17 · 28th

  • PART $2M
  • TYPE 17
  • NET 28th
  • BOOK Other
  • VS-ST near Research, Inc Defined Contribution Retirement Plan
  • BOY ind #666

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

Florida Education Fund, Inc$2MResearch, Inc Defined Contribution Retirement PlanResearch, Inc Defined Contri…$2MMar-Cal Properties Employees Profit Sharing PlanMar-Cal Properties Employees…$2M403(b) Thrift Plan of Community Housing Partnership403(b) Thrift Plan of Commun…$2MAmerican Label & Tag, Inc. 401(k) Retirement PlanAmerican Label & Tag, Inc. 4…$2M
End-of-year total assets ($M) among Florida Education Fund, Inc and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$248K
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 -10123 Total assets ($B) Participants Florida Education Fund, Inc, Total assets ($B): 0.001548979 · Participants: 17Florida Education Fund, IncBaptist 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
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 Research, Inc Defined Contribution Retirement Plan in TN ($2M); by covered participants it is Virginia Child Care Resource and Referral Network in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Florida Education Fund, Inc assets move in 2023? ▼
Florida Education Fund, Inc grew sharply - up 19.0% during 2023, from $1M to $2M. Reported net income was $248K.
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 Research, Inc Defined Contribution Retirement Plan in TN ($2M, 4 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 Virginia Child Care Resource and Referral Network in VA (17 participants, $978K 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 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.