Other · DOL Form 5500 · 2024

The Academy at Ocean Reef, Inc. Retirement Plan

Data updated 2026-08-25

$532K
Total assets Small plan by assets
6
Participants Small participant base
18th
Percentile by assets National rank
$88,635
Avg per participant Below avg balance/head
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Official DOL plan name: Academy at Ocean Reef 403(b) Tda Plan · Sponsored by The Academy at Ocean Reef, Inc. · Florida · Educational Services

$532K in assets, 6 participants

The Academy at Ocean Reef, Inc.'s Academy at Ocean Reef 403(b) Tda Plan reported $532K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

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

What the 2024 filing shows

Academy at Ocean Reef 403(b) Tda Plan holds $532K for 6 participants - about $88,635 per participant, among the smaller plans by assets on file.

#441
in Educational Services (3,638 peers)
+4.6%
assets growth YoY

Academy at Ocean Reef 403(b) Tda Plan among the smaller filed plans by assets

Academy at Ocean Reef 403(b) Tda Plan vs every filed plan by assets

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

$531,808 18th percentile higher than 18% 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 403(b) Tda 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 403(b) Tda Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Academy at Ocean Reef 403(b) Tda Plan reported net income rose from -$50K in the plan year 2023 filing to $23K in the plan year 2024 filing.
  • Academy at Ocean Reef 403(b) Tda Plan reported participants fell from 8 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Academy at Ocean Reef 403(b) Tda Plan end-of-year assets rose from $508K in the plan year 2023 filing to $532K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Academy at Ocean Reef 403(b) Tda Plan · $532K · 6 · 18th

  • SCH $532K
  • EBSA 6
  • PART 18th
  • TYPE Other
  • NET near The Dance Foundation 403(b) Plan
  • BOOK ind #441

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 403(b) Tda Plan in the asset neighbourhood

Westchester Community College Foundation Inc. 403(b) TdaWestchester Community Colleg…$537KAcademy at Ocean Reef 403(b) Tda PlanAcademy at Ocean Reef 403(b)…$532KThe Dance Foundation 403(b) PlanThe Dance Foundation 403(b) …$529KGeorgia Resource Center Defined Contribution Annuity PlanGeorgia Resource Center Defi…$528KDoctors Hospital Employees Pension and Annuity PlanDoctors Hospital Employees P…$525K
End-of-year total assets ($M) among Academy at Ocean Reef 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$508K
Net Assets (End of Year)$532K
Net Income$23K
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 403(b) Tda Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Academy at Ocean Reef 403(b) Tda Plan, Total assets ($B): 0.000531808 · Participants: 6Academy at Ocean Reef 403(b) Tda 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 403(b) Tda Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Academy at Ocean Reef 403(b) Tda Plan side-by-side with 3 peers →

Academy at Ocean Reef 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Dance Foundation 403(b) Plan in AL ($529K); by covered participants it is Alliance for African Assistance Plan 403b in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 403(b) Tda Plan assets move in 2024? ▼
Academy at Ocean Reef 403(b) Tda Plan edged up modestly - up 4.6% during 2024, from $508K to $532K. Reported net income was $23K.
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 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
Academy at Ocean Reef 403(b) Tda Plan ranks in the 18th 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 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is The Dance Foundation 403(b) Plan in AL ($529K, 25 participants).
Which Other plans cover a similar participant headcount to Academy at Ocean Reef 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Alliance for African Assistance Plan 403b in CA (6 participants, $1M 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.