401(k) · DOL Form 5500 · 2023

The Geneva School 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
118
Participants Small participant base
48th
Percentile by assets National rank
$50,023
Avg per participant Low balance/head
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Official DOL plan name: The Geneva School 401(k) Retirement Plan · Sponsored by The Geneva School · Florida · Educational Services

$6M in assets, 118 participants

The Geneva School's The Geneva School 401(k) Retirement Plan reported $6M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,208 in Educational Services (3,735 peers)

Coverage in Florida

The Geneva School 401(k) Retirement Plan covers 118 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#1,208
in Educational Services (3,735 peers)
+20.2%
assets growth YoY

The Geneva School 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Geneva School 401(k) Retirement Plan vs every filed plan by assets

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

$5,902,720 48th percentile higher than 48% 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

The Geneva School 401(k) Retirement 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. The Geneva School 401(k) Retirement Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Geneva School 401(k) Retirement Plan reported net income rose from $653K in the plan year 2022 filing to $990K in the plan year 2023 filing.
  • The Geneva School 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Geneva School 401(k) Retirement Plan reported participants rose from 115 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593195482 · The Geneva School PY 2023 · 401(k)

The Geneva School 401(k) Retirement Plan · $6M · 118 · 48th

  • PART $6M
  • PART 118
  • PART 48th
  • PART 401(k)
  • PART near Bmac Retirement Plan
  • PART ind #1208

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 →

The Geneva School 401(k) Retirement Plan in the asset neighbourhood

The Geneva School 401(k) Retirement PlanThe Geneva School 401(k) Ret…$6MBmac Retirement Plan$6MSurgical Associates of La Jolla Medical Group Inc. Profit Sharing PlanSurgical Associates of La Jo…$6MExceptional Childrens Foundation 401(k) PlanExceptional Childrens Founda…$6MThe Childrens Center for Developmental Enrichment (Ccde)/Oakstone Academy 401(k) PlanThe Childrens Center for Dev…$6M
End-of-year total assets ($M) among The Geneva School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$990K
Employer EIN593195482
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Geneva School)

Sponsor-wide plan assets over time

All The Geneva School plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.76264224883536% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.91M $6.82M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 115 $5M
2023 1 118 $6M
2024 1 124 $7M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Geneva School 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Geneva School 401(k) Retirement Plan, Total assets ($B): 0.00590272 · Participants: 118The Geneva School 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Geneva School 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Geneva School 401(k) Retirement Plan side-by-side with 3 peers →

The Geneva School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bmac Retirement Plan in AZ ($6M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 The Geneva School 401(k) Retirement Plan assets move in 2023? ▼
The Geneva School 401(k) Retirement Plan grew sharply - up 20.2% during 2023, from $5M to $6M. Reported net income was $990K.
How have The Geneva School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Geneva School's sponsor-wide assets grew 38.8%, from $5M to $7M.
Which 401(k) plans are similar in size to The Geneva School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bmac Retirement Plan in AZ ($6M, 413 participants).
Which 401(k) plans cover a similar participant headcount to The Geneva School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 participants, N/A 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 593195482.

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.