Other · DOL Form 5500 · 2023
Florida State University Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $101,048
- Avg per participant Below avg balance/head
Official DOL plan name: Florida State University Foundation, Inc. 403(b) Defined Contribution Plan · Sponsored by Florida State University Foundation, Inc. · Florida · Wholesale Trade
$17M in assets, 172 participants
Florida State University Foundation, Inc.'s Florida State University Foundation, Inc. 403(b) Defined Contribution Plan reported $17M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,163 in Wholesale Trade (6,309 peers)
Coverage in Florida
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan covers 172 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $17M.
- #4,163
- in Wholesale Trade (6,309 peers)
- +5.4%
- assets growth YoY
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan's outsized position by total assets
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,380,251 Top 30% higher than 70% 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
Florida State University Foundation, Inc. 403(b) 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. Florida State University Foundation, Inc. 403(b) Defined Contribution Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Florida State University Foundation, Inc. 403(b) Defined Contribution Plan reported net income rose from -$5M in the plan year 2022 filing to $885K in the plan year 2023 filing.
- Florida State University Foundation, Inc. 403(b) Defined Contribution Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Florida State University Foundation, Inc. 403(b) Defined Contribution Plan reported participants fell from 181 in the plan year 2022 filing to 172 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 596152180 · Florida State University Foundation, Inc. PY 2023 · Other
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan · $17M · 172 · 70th
- EOY $17M
- 5500 172
- ASSETS 70th
- PCT Other
- EIN near Boone Health 403(b)
- RANK ind #4163
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 Wholesale Trade retirement plans → · Plans in Florida →
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $885K |
| Employer EIN | 596152180 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Florida State University Foundation, Inc.)
Sponsor-wide plan assets over time
All Florida State University Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 10.90083943501581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 181 | $16M |
| 2023 | 1 | 172 | $17M |
| 2024 | 1 | 162 | $18M |
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
Florida State University Foundation, Inc. 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Boone Health 403(b) in MO ($17M); by covered participants it is Kent Place School Defined Contribution Retirement Plan in NJ (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Boone Health 403(b) (MO) $17M · 187
- Montgomery Hospice Ee & Er Contribution Plan (MD) $17M · 273
- Central Valley Medical Center 403(b) Retirement Plan (UT) $17M · 356
- St. Thomas School DC Retirement Plan (WA) $17M · 83
Similar participant headcount
Nearest other-state filings by covered participants (172 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.