Other · DOL Form 5500 · 2023

The Moorings, Incorporated Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
764
Participants Near avg headcount
83rd
Percentile by assets National rank
$51,448
Avg per participant Low balance/head
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Official DOL plan name: Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan · Sponsored by The Moorings, Incorporated · Florida · Other Services

$39M in assets, 764 participants

The Moorings, Incorporated's Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan reported $39M in total assets and 764 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,226 in Other Services (7,857 peers)

Where Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits by assets

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits in the top quartile of all filed plans by assets, $39M for 764 participants (~$51,448/participant), up 19.2% in 2023.

#7,226
in Other Services (7,857 peers)
+19.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan's outsized position by total assets

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs every filed plan by assets

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

$39,306,341 Top 17% higher than 83% 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

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity 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. Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits mid-pack in the medium band (764 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan end-of-year assets rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan reported participants rose from 690 in the plan year 2022 filing to 764 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591834357 · The Moorings, Incorporated PY 2023 · Other

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan · $39M · 764 · 83rd

  • TYPE $39M
  • TYPE 764
  • TYPE 83rd
  • TYPE Other
  • TYPE near 403(b) Retirement Plan of Lifecare Medical Center
  • TYPE ind #7226

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 Other Services retirement plans → · Plans in Florida →

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan in the asset neighbourhood

Harbor Health Services, Inc. 403(b) PlanHarbor Health Services, Inc.…$39M403(b) Retirement Plan of Lifecare Medical Center403(b) Retirement Plan of Li…$39MCommunity Research Foundation Retirement Savings PlanCommunity Research Foundatio…$39MMoorings Park Institute, Inc. Tax Sheltered Retirement Annuity PlanMoorings Park Institute, Inc…$39MMargaret Mary Health Savings PlanMargaret Mary Health Savings…$39M
End-of-year total assets ($M) among Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN591834357
Plan Effective Date1993-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (The Moorings, Incorporated)

Sponsor-wide plan assets over time

All The Moorings, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$45M 37.71630514923072% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33M $45.4M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 690 $33M
2023 1 764 $39M
2024 1 871 $45M

Nearby Other Plans in Florida

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

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan, Total assets ($B): 0.039306341 · Participants: 764Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity 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
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan side-by-side with 3 peers →

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is 403(b) Retirement Plan of Lifecare Medical Center in MN ($39M); by covered participants it is California College of the Arts Retirement Plan in CA (764 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (764 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 Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan assets move in 2023? ▼
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan grew sharply - up 19.2% during 2023, from $33M to $39M. Reported net income was $6M.
How have The Moorings, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Moorings, Incorporated's sponsor-wide assets grew 37.7%, from $33M to $45M.
Where does Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Retirement Plan of Lifecare Medical Center in MN ($39M, 447 participants).
Which Other plans cover a similar participant headcount to Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is California College of the Arts Retirement Plan in CA (764 participants, $85M 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 591834357.

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.