Other · DOL Form 5500 · 2023

Bethune-Cookman University Retirement Plan

Data updated 2026-08-11

$46M
Total assets: 734
Participants: 85th
Percentile by assets: $62,023
Avg per participant

Official DOL plan name: Bethune-Cookman University Retirement Plan · Sponsored by Bethune-Cookman University · Florida · Educational Services

$46M in assets, 734 participants

Bethune-Cookman University's Bethune-Cookman University Retirement Plan reported $46M in total assets and 734 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 127,072 plans)
#2,713 in Educational Services (3,735 peers)

Where Bethune-Cookman University Retirement Plan sits by assets

Bethune-Cookman University Retirement Plan sits in the top quartile of all filed plans by assets, $46M for 734 participants (~$62,023/participant), up 7.9% in 2023.

$46M
total plan assets (2023 EOY): 734
covered participants: 85th
percentile by assets (of 127,072 plans): $62,023
avg assets per participant

Where Bethune-Cookman University Retirement Plan sits by total assets

Bethune-Cookman University Retirement Plan vs every filed plan by assets

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

$45,524,775 Top 15% higher than 85% 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

Bethune-Cookman University Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Bethune-Cookman University Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $46M in the plan year 2023 filing.
Bethune-Cookman University Retirement Plan reported participants fell from 747 in the plan year 2022 filing to 734 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Educational Services

Bethune-Cookman University Retirement Plan vs the 2023 asset distribution

By assets, Bethune-Cookman University Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$42M
Net Assets (End of Year)	$46M
Net Income	$3M
Employer EIN	590704726
Plan Effective Date	1973-03-21
Filing Status	FILING RECEIVED

Sponsor Plan History (Bethune-Cookman University)

Total plan assets by year, all Bethune-Cookman University plans on file

Year	Plans	Participants	Total Assets
2022	1	747	$42M
2023	1	734	$46M

Nearby Other Plans in Florida

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

Bethune-Cookman University Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

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

Compare Bethune-Cookman University Retirement Pl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Bethune-Cookman University Retirement Plan by total assets, not by location.

Worcester Academy DC Retirement Plan (MA) $46M · 163
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan (MA) $46M · 132
The New England College of Optometry Defined Contribution Retirement Plan (MA) $46M · 146
University of Charleston Retirement Plan (WV) $45M · 274

Frequently Asked Questions

How did Bethune-Cookman University Retirement Plan assets move in 2023? ▼

Bethune-Cookman University Retirement Plan grew at a solid clip - up 7.9% during 2023, from $42M to $46M. Reported net income was $3M.

How have Bethune-Cookman University plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Bethune-Cookman University's sponsor-wide assets grew 7.9%, from $42M to $46M.

Where does Bethune-Cookman University Retirement Plan rank by assets among Form 5500 filers? ▼

Bethune-Cookman University Retirement Plan ranks in the 85th 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 Bethune-Cookman University Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Worcester Academy DC Retirement Plan in MA ($46M, 163 participants).

Next read for Bethune-Cookman University Retirement Pl…

Scale reading

Ways to act on Bethune-Cookman University Retirement Plan's numbers.

By total assets, Bethune-Cookman University Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
Bethune-Cookman University's sponsor-wide assets have grown 7.9% since 2022 across 2 plan years on file. More Educational Services plans

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 590704726.