Other · DOL Form 5500 · 2024
Florida Education Fund Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $80,513
- Avg per participant Below avg balance/head
Official DOL plan name: Florida Education Fund · Sponsored by Florida Education Fund · Florida · Educational Services
$2M in assets, 19 participants
Florida Education Fund's Florida Education Fund reported $2M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #603 in Educational Services (3,638 peers)
Florida Education Fund multi-year trail
Florida Education Fund's plans moved +17.6% in assets from 2022 to 2024; this filing shows Florida Education Fund at $2M / 19 participants.
- #603
- in Educational Services (3,638 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Florida Education Fund among the smaller filed plans by assets
Florida Education Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,529,754 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Florida Education Fund among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Education Fund is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Florida Education Fund reported net income fell from $248K in the plan year 2023 filing to -$19K in the plan year 2024 filing.
- Florida Education Fund reported participants rose from 17 in the plan year 2023 filing to 19 in the plan year 2024 filing.
- Florida Education Fund end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 592783821 · Florida Education Fund PY 2024 · Other
Florida Education Fund · $2M · 19 · 27th
- RANK $2M
- PHOTO 19
- IND 27th
- EOY Other
- 5500 near South Arts Inc Tax Deferred Annuity Plan
- ASSETS ind #603
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 in the asset neighbourhood
Florida Education Fund multi-year asset trail
Sponsor-wide plan assets over time
All Florida Education Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 17.558719648834828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $1M |
| 2023 | 1 | 17 | $2M |
| 2024 | 1 | 19 | $2M |
Florida Education Fund filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$19K |
| Employer EIN | 592783821 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
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 $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Florida Education Fund's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is South Arts Inc Tax Deferred Annuity Plan in GA ($2M); by covered participants it is Science Technology Corporation @ U N M Defined Contribution Plan in NM (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.