Profit Sharing · DOL Form 5500 · 2023

Hodges University, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
98
Participants Small participant base
39th
Percentile by assets National rank
$37,126
Avg per participant Low balance/head
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Official DOL plan name: Hodges University Retirement Plan · Sponsored by Hodges University, Inc. · Florida · Educational Services

$4M in assets, 98 participants

Hodges University, Inc.'s Hodges University Retirement Plan reported $4M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #947 in Educational Services (3,735 peers)

What the 2023 filing shows

Hodges University Retirement Plan holds $4M for 98 participants - about $37,126 per participant, in the lower half of filed plans by assets.

#947
in Educational Services (3,735 peers)
+4.4%
assets growth YoY

Hodges University Retirement Plan's mid-pack asset rank among Educational Services and all filers

Hodges University Retirement Plan vs every filed plan by assets

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

$3,638,394 39th percentile higher than 39% 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

Hodges University Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodges University Retirement Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hodges University Retirement Plan reported net income fell from $165K in the plan year 2022 filing to $153K in the plan year 2023 filing.
  • Hodges University Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hodges University Retirement Plan reported participants rose from 95 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 596605703 · Hodges University, Inc. PY 2023 · Profit Sharing

Hodges University Retirement Plan · $4M · 98 · 39th

  • ASSETS $4M
  • ASSETS 98
  • ASSETS 39th
  • ASSETS Profit Sharing
  • ASSETS near Northeast Texas Ear, Nose & Throat Center PLLC Profit-Sharing Plan
  • ASSETS ind #947

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 →

Hodges University Retirement Plan in the asset neighbourhood

Hodges University Retirement PlanHodges University Retirement…$4MNortheast Texas Ear, Nose & Throat Center PLLC Profit-Sharing PlanNortheast Texas Ear, Nose & …$4MHigh Plains Health Providers Inc P-S Plan & TrustHigh Plains Health Providers…$4MWestminster Village, Inc. 403(b) PlanWestminster Village, Inc. 40…$4MJohn G. Bush, D.O., Ltd. Profit Sharing PlanJohn G. Bush, D.O., Ltd. Pro…$4M
End-of-year total assets ($M) among Hodges University Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$153K
Employer EIN596605703
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hodges University, Inc.)

Sponsor-wide plan assets over time

All Hodges University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $8.92M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 253 $9M
2023 2 268 $4M
2024 1 N/A N/A

Nearby Profit Sharing Plans in Florida

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

Hodges University Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Hodges University Retirement Plan, Total assets ($B): 0.003638394 · Participants: 98Hodges University Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Hodges University Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Hodges University Retirement Plan side-by-side with 3 peers →

Hodges University Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Northeast Texas Ear, Nose & Throat Center PLLC Profit-Sharing Plan in TX ($4M); by covered participants it is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Hodges University Retirement Plan assets move in 2023? ▼
Hodges University Retirement Plan edged up modestly - up 4.4% during 2023, from $3M to $4M. Reported net income was $153K.
Which Profit Sharing plans are similar in size to Hodges University Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Northeast Texas Ear, Nose & Throat Center PLLC Profit-Sharing Plan in TX ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Hodges University Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (98 participants, $8M 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 596605703.

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.