Other · DOL Form 5500 · 2023
Academic Medical Group, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 1,547
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $8,465
- Avg per participant Low balance/head
Official DOL plan name: Academic Medical Group, Inc. 403(b) Plan · Sponsored by Academic Medical Group, Inc. · Florida · Healthcare & Social Assistance
$13M in assets, 1,547 participants
Academic Medical Group, Inc.'s Academic Medical Group, Inc. 403(b) Plan reported $13M in total assets and 1,547 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,314 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Academic Medical Group, Inc. 403(b) Plan covers 1,547 participants in Florida, 2.5x the typical Florida plan (state average ~628 per filing). Assets: $13M.
- #12,314
- in Healthcare & Social Assistance (17,684 peers)
- +125.5%
- assets growth YoY
Academic Medical Group, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Academic Medical Group, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,095,465 Top 36% higher than 64% 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
Academic Medical Group, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Academic Medical Group, Inc. 403(b) Plan lands in the large band (1,547 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Academic Medical Group, Inc. 403(b) Plan reported participants rose from N/A in the plan year 2022 filing to 1,547 in the plan year 2023 filing.
- Academic Medical Group, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Academic Medical Group, Inc. 403(b) Plan reported net income rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
DOL schedule card
Filing strip 863038188 · Academic Medical Group, Inc. PY 2023 · Other
Academic Medical Group, Inc. 403(b) Plan · $13M · 1,547 · 64th
- 5500 $13M
- ASSETS 1,547
- PCT 64th
- EIN Other
- RANK near Sunset Association Retirement Savings Plan
- PHOTO ind #12314
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Academic Medical Group, Inc. 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $7M |
| Employer EIN | 863038188 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Academic Medical Group, Inc.)
Sponsor-wide plan assets over time
All Academic Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 271.35566478746983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $6M |
| 2023 | 1 | 1,547 | $13M |
| 2024 | 1 | 1,770 | $22M |
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
Academic Medical Group, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Sunset Association Retirement Savings Plan in MI ($13M); by covered participants it is Chapman University Tax Deferred Annuity (Tda) Retirement Plan in CA (1,548 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,547 participants); asset peers above are excluded.
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (CA) 1,548 · 1 off
- Sri International Retirement Savings Plan (CA) 1,545 · 2 off
- Kencrest Services 403(b) Retirement Plan (PA) 1,542 · 5 off
- Seneca Family of Agencies 403(b) Retirement Plan (CA) 1,541 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.