Other · DOL Form 5500 · 2023
Edward Waters University Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $54,831
- Avg per participant Low balance/head
Official DOL plan name: Edward Waters College Defined Contribution Retirement Plan · Sponsored by Edward Waters University · Florida · Educational Services
$5M in assets, 88 participants
Edward Waters University's Edward Waters College Defined Contribution Retirement Plan reported $5M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #1,088 in Educational Services (3,735 peers)
Edward Waters University multi-year trail
Edward Waters University's plans moved +23.8% in assets from 2022 to 2024; this filing shows Edward Waters College Defined Contribution Retirement Plan at $5M / 88 participants.
- #1,088
- in Educational Services (3,735 peers)
- +9.8%
- assets growth YoY
Edward Waters College Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers
Edward Waters College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,825,085 44th percentile higher than 44% 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
Edward Waters College Defined Contribution 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. Edward Waters College Defined Contribution Retirement Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Edward Waters College Defined Contribution Retirement Plan reported net income fell from $557K in the plan year 2022 filing to $430K in the plan year 2023 filing.
- Edward Waters College Defined Contribution Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Edward Waters College Defined Contribution Retirement Plan reported participants rose from 81 in the plan year 2022 filing to 88 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 591146751 · Edward Waters University PY 2023 · Other
Edward Waters College Defined Contribution Retirement Plan · $5M · 88 · 44th
- PCT $5M
- EIN 88
- RANK 44th
- PHOTO Other
- IND near The Johns Hopkins Bayview Medical Center, Inc. Represented Employees 403(b) Plan
- EOY ind #1088
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 →
Edward Waters College Defined Contribution Retirement Plan in the asset neighbourhood
Edward Waters University multi-year asset trail
Sponsor-wide plan assets over time
All Edward Waters University plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 23.813742849328857% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $4M |
| 2023 | 1 | 88 | $5M |
| 2024 | 1 | 95 | $5M |
Edward Waters University filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $430K |
| Employer EIN | 591146751 |
| Plan Effective Date | 2001-07-01 |
| 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 $2.3B · 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
Edward Waters College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Johns Hopkins Bayview Medical Center, Inc. Represented Employees 403(b) Plan in MD ($5M); by covered participants it is Knox School 403(b) DC Plan in NY (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- The Johns Hopkins Bayview Medical Center, Inc. Represented Employees 403(b) Plan (MD) $5M · 493
- Southeast Michigan Community Alliance 403(b) Plan (MI) $5M · 84
- Skidmore College 403(b) Retirement Plan for Employees Represented by Upseu Local 1222 (NY) $5M · 142
- American Society of Mechanical Engineers DC Pension Plan (NY) $5M · 103
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Knox School 403(b) DC Plan (NY) 88 · 0 off
- Seabury Hall/College Preparatory School 403(b) DC Plan (HI) 88 · 0 off
- Rashi School Retirement Plan (MA) 88 · 0 off
- Habitat for Humanity East Bay Retirement Plan (CA) 88 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.