Other · DOL Form 5500 · 2024
The Nemours Foundation Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 9,064
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $144,959
- Avg per participant Above avg balance/head
Official DOL plan name: The Nemours Foundation Section 403(b) Plan · Sponsored by The Nemours Foundation · Florida · Healthcare & Social Assistance
$1.3B in assets, 9,064 participants
The Nemours Foundation's The Nemours Foundation Section 403(b) Plan reported $1.3B in total assets and 9,064 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,738 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
The Nemours Foundation Section 403(b) Plan covers 9,064 participants in Florida, 14x the typical Florida plan (state average ~628 per filing). Assets: $1.3B.
- #16,738
- in Healthcare & Social Assistance (16,916 peers)
- +15.8%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
The Nemours Foundation Section 403(b) Plan's outsized position by total assets
The Nemours Foundation Section 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,313,908,176 Top 1% higher than 99% 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
The Nemours Foundation Section 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Nemours Foundation Section 403(b) Plan lands in the large band (9,064 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Nemours Foundation Section 403(b) Plan reported net income fell from $210M in the plan year 2023 filing to $171M in the plan year 2024 filing.
- The Nemours Foundation Section 403(b) Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- The Nemours Foundation Section 403(b) Plan reported participants rose from 8,505 in the plan year 2023 filing to 9,064 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 590634433 · The Nemours Foundation PY 2024 · Other
The Nemours Foundation Section 403(b) Plan · $1.3B · 9,064 · 99th
- PHOTO $1.3B
- PHOTO 9,064
- PHOTO 99th
- PHOTO Other
- PHOTO near St. Jude Children's Research Hospital Defined Contribution Retirement Plan
- PHOTO ind #16738
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
The Nemours Foundation Section 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $171M |
| Employer EIN | 590634433 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Nemours Foundation)
Sponsor-wide plan assets over time
All The Nemours Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.9B 27.735698475035562% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9,635 | $1.5B |
| 2023 | 2 | 10,091 | $1.8B |
| 2024 | 2 | 10,539 | $1.9B |
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
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.2B · 928
Scale composition for The Nemours Foundation Section 403(b) Plan
The Nemours Foundation Section 403(b) Plan reports $1.3B in end-of-year assets across 9,064 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $144,959 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $171M.
This plan identity (EIN 590634433, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $924M to $1.3B (+42.1%) while covered participants moved from 7,882 to 9,064 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,882 | $924M | Open filing |
| 2023 | 8,505 | $1.1B | Open filing |
| 2024 · index core | 9,064 | $1.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Nemours Foundation Pension Plan (Defined Benefit (Pension), $635M, 1,475 participants)
The Nemours Foundation Section 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is St. Jude Children's Research Hospital Defined Contribution Retirement Plan in TN ($1.3B); by covered participants it is Brown Health 403(b) Retirement Plan in RI (9,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) $1.3B · 6,588
- Temple University Health System, Inc. 403(b) Plan (PA) $1.3B · 12,208
- Depaul University 403(b) Retirement Plan (IL) $1.3B · 3,819
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) $1.3B · 2,023
Similar participant headcount
Nearest other-state filings by covered participants (9,064 participants); asset peers above are excluded.
- Brown Health 403(b) Retirement Plan (RI) 9,054 · 10 off
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan (MO) 9,184 · 120 off
- Children's Hospital Colorado 403(b) Plan (CO) 9,224 · 160 off
- City of Hope National Medical Center Tax-Deferred Annuity Plan (CA) 9,226 · 162 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.