Other · DOL Form 5500 · 2023

Bethune-Cookman University Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
734
Participants Near avg headcount
85th
Percentile by assets National rank
$62,023
Avg per participant Low balance/head
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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.

  • #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.

#2,713
in Educational Services (3,735 peers)
+7.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bethune-Cookman University Retirement Plan's outsized position 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

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

Bethune-Cookman University 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. Bethune-Cookman University Retirement Plan sits mid-pack in the medium band (734 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 590704726 · Bethune-Cookman University PY 2023 · Other

Bethune-Cookman University Retirement Plan · $46M · 734 · 85th

  • PCT $46M
  • EIN 734
  • RANK 85th
  • PHOTO Other
  • IND near Worcester Academy DC Retirement Plan
  • EOY ind #2713

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 →

Bethune-Cookman University Retirement Plan in the asset neighbourhood

The New England College of Optometry Defined Contribution Retirement PlanThe New England College of O…$46MWorcester Academy DC Retirement PlanWorcester Academy DC Retirem…$46MBethune-Cookman University Retirement PlanBethune-Cookman University R…$46MBeaver Country Day Defined Contribution and Tax Deferred Annuity Retirement PlanBeaver Country Day Defined C…$46MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$45M
End-of-year total assets ($M) among Bethune-Cookman University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$46M
Net Income$3M
Employer EIN590704726
Plan Effective Date1973-03-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethune-Cookman University)

Sponsor-wide plan assets over time

All Bethune-Cookman University plans reported in each filing year

Latest sponsor-wide plan assets
$46M 7.850886865601779% vs 2022
2023 filing year
$41M$42M$43M$44M$45M$46M 20222023 $42.2M $45.5M ▲ +7.8%
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 Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Bethune-Cookman University Retirement Plan, Total assets ($B): 0.045524775 · Participants: 734Bethune-Cookman University Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Bethune-Cookman University Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Bethune-Cookman University Retirement Plan side-by-side with 3 peers →

Bethune-Cookman University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Worcester Academy DC Retirement Plan in MA ($46M); by covered participants it is Rhodes College Defined Contribution Retirement Plan in TN (735 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (734 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 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).
Which Other plans cover a similar participant headcount to Bethune-Cookman University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rhodes College Defined Contribution Retirement Plan in TN (735 participants, $163M 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 590704726.

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.