Other · DOL Form 5500 · 2024

The Academy at Ocean Reef, Inc. Retirement Plan

Data updated 2026-08-25

$642K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$91,727
Avg per participant Below avg balance/head
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Official DOL plan name: Academy at Ocean Reef Defined Contribution Retirement Plan · Sponsored by The Academy at Ocean Reef, Inc. · Florida · Educational Services

$642K in assets, 7 participants

The Academy at Ocean Reef, Inc.'s Academy at Ocean Reef Defined Contribution Retirement Plan reported $642K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #474 in Educational Services (3,638 peers)

What the 2024 filing shows

Academy at Ocean Reef Defined Contribution Retirement Plan holds $642K for 7 participants - about $91,727 per participant, among the smaller plans by assets on file.

#474
in Educational Services (3,638 peers)
-3.9%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Academy at Ocean Reef Defined Contribution Retirement Plan among the smaller filed plans by assets

Academy at Ocean Reef Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$642,090 20th percentile higher than 20% of 123,620 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 2024

Academy at Ocean Reef Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Academy at Ocean Reef Defined Contribution Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Academy at Ocean Reef Defined Contribution Retirement Plan reported net income fell from $84K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
  • Academy at Ocean Reef Defined Contribution Retirement Plan reported participants fell from 9 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Academy at Ocean Reef Defined Contribution Retirement Plan end-of-year assets fell from $668K in the plan year 2023 filing to $642K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 650146241 · The Academy at Ocean Reef, Inc. PY 2024 · Other

Academy at Ocean Reef Defined Contribution Retirement Plan · $642K · 7 · 20th

  • ASSETS $642K
  • ASSETS 7
  • ASSETS 20th
  • ASSETS Other
  • ASSETS near Nsg Servicios Farmaceuticos LLC Retirement Plan
  • ASSETS ind #474

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 →

Academy at Ocean Reef Defined Contribution Retirement Plan in the asset neighbourhood

Alabama Childrens Clinic PC Profit Sharing PlanAlabama Childrens Clinic PC …$649KThe Wight Foundation Profit Sharing PlanThe Wight Foundation Profit …$650KAcademy at Ocean Reef Defined Contribution Retirement PlanAcademy at Ocean Reef Define…$642KNsg Servicios Farmaceuticos LLC Retirement PlanNsg Servicios Farmaceuticos …$639KWoodland Radiology Associates, P.a. Profit Sharing PlanWoodland Radiology Associate…$638K
End-of-year total assets ($M) among Academy at Ocean Reef Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$668K
Net Assets (End of Year)$642K
Net Income-$26K
Employer EIN650146241
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Academy at Ocean Reef, Inc.)

Sponsor-wide plan assets over time

All The Academy at Ocean Reef, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.7276832282047874% vs 2022
2024 filing year
$1.12M$1.14M$1.16M$1.18M$1.2M 202220232024 $1.14M $1.17M ▲ +2.6%
Year Plans Participants Total Assets
2022 2 18 $1M
2023 2 17 $1M
2024 2 13 $1M

Nearby Other Plans in Florida

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

Academy at Ocean Reef Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Academy at Ocean Reef Defined Contribution Retirement Plan, Total assets ($B): 0.00064209 · Participants: 7Academy at Ocean Reef Defined Contribution Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Academy at Ocean Reef Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Academy at Ocean Reef Defined Contribution Retirement Plan side-by-side with 3 peers →

Academy at Ocean Reef Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Nsg Servicios Farmaceuticos LLC Retirement Plan in PR ($639K); by covered participants it is Freedom Energy, Inc. Profit Sharing Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Academy at Ocean Reef Defined Contribution Retirement Plan assets move in 2024? ▼
Academy at Ocean Reef Defined Contribution Retirement Plan edged down modestly - down 3.9% during 2024, from $668K to $642K. Reported net income was -$26K.
How have The Academy at Ocean Reef, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Academy at Ocean Reef, Inc.'s sponsor-wide assets grew 2.7%, from $1M to $1M.
Where does Academy at Ocean Reef Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Academy at Ocean Reef Defined Contribution Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Academy at Ocean Reef Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Nsg Servicios Farmaceuticos LLC Retirement Plan in PR ($639K, 20 participants).
Which Other plans cover a similar participant headcount to Academy at Ocean Reef Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Freedom Energy, Inc. Profit Sharing Plan in TX (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650146241.

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.