Other · DOL Form 5500 · 2024
Shorecrest Preparatory School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $124,142
- Avg per participant Near avg balance/head
Official DOL plan name: Shorecrest Preparatory School 403(b) DC Plan · Sponsored by Shorecrest Preparatory School · Florida · Educational Services
$23M in assets, 185 participants
Shorecrest Preparatory School's Shorecrest Preparatory School 403(b) DC Plan reported $23M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,045 in Educational Services (3,638 peers)
Coverage in Florida
Shorecrest Preparatory School 403(b) DC Plan covers 185 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $23M.
- #2,045
- in Educational Services (3,638 peers)
- +10.6%
- assets growth YoY
Shorecrest Preparatory School 403(b) DC Plan's outsized position by total assets
Shorecrest Preparatory School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,966,259 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shorecrest Preparatory School 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shorecrest Preparatory School 403(b) DC Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shorecrest Preparatory School 403(b) DC Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Shorecrest Preparatory School 403(b) DC Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Shorecrest Preparatory School 403(b) DC Plan reported participants fell from 195 in the plan year 2023 filing to 185 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237412158 · Shorecrest Preparatory School PY 2024 · Other
Shorecrest Preparatory School 403(b) DC Plan · $23M · 185 · 73rd
- ASSETS $23M
- PCT 185
- EIN 73rd
- RANK Other
- PHOTO near Houston Ballet Foundation Retirement Plan
- IND ind #2045
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 →
Shorecrest Preparatory School 403(b) DC Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 237412158 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shorecrest Preparatory School)
Sponsor-wide plan assets over time
All Shorecrest Preparatory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 31.568679582892003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $17M |
| 2023 | 1 | 195 | $21M |
| 2024 | 1 | 185 | $23M |
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 $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Shorecrest Preparatory School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Houston Ballet Foundation Retirement Plan in TX ($23M); by covered participants it is Spie Retirement Plan in WA (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Houston Ballet Foundation Retirement Plan (TX) $23M · 451
- Good News Publishers 403(b) Retirement Plan (IL) $23M · 140
- Family Health Center 403(b) Plan (TX) $23M · 673
- Mcpherson College 403(b) Plan (KS) $23M · 203
Similar participant headcount
Nearest other-state filings by covered participants (185 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.