Other · DOL Form 5500 · 2024

Academic Medical Group, Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,770
Participants Near avg headcount
72nd
Percentile by assets National rank
$12,185
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Academic Medical Group, Inc. 403(b) Plan · Sponsored by Academic Medical Group, Inc. · Florida · Healthcare & Social Assistance

$22M in assets, 1,770 participants

Academic Medical Group, Inc.'s Academic Medical Group, Inc. 403(b) Plan reported $22M in total assets and 1,770 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,862 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Academic Medical Group, Inc. 403(b) Plan covers 1,770 participants in Florida, 2.8x the typical Florida plan (state average ~628 per filing). Assets: $22M.

#12,862
in Healthcare & Social Assistance (16,916 peers)
+64.7%
assets growth YoY

Academic Medical Group, Inc. 403(b) Plan's outsized position by total assets

Academic Medical Group, Inc. 403(b) Plan vs every filed plan by assets

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

$21,566,937 Top 28% higher than 72% 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

Academic Medical Group, Inc. 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. Academic Medical Group, Inc. 403(b) Plan lands in the large band (1,770 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Academic Medical Group, Inc. 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Academic Medical Group, Inc. 403(b) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Academic Medical Group, Inc. 403(b) Plan reported participants rose from 1,547 in the plan year 2023 filing to 1,770 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 863038188 · Academic Medical Group, Inc. PY 2024 · Other

Academic Medical Group, Inc. 403(b) Plan · $22M · 1,770 · 72nd

  • PART $22M
  • TYPE 1,770
  • NET 72nd
  • BOOK Other
  • VS-ST near University of Sioux Falls 403(b) Plan
  • BOY ind #12862

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 →

Academic Medical Group, Inc. 403(b) Plan in the asset neighbourhood

Resources for the Future, Inc. 403(b) Retirement PlanResources for the Future, In…$22MTenderloin Neighborhood Development Corporation 403(b) Retirement PlanTenderloin Neighborhood Deve…$22MUniversity of Sioux Falls 403(b) PlanUniversity of Sioux Falls 40…$22MKai Ming, Inc. 403(b) Defined Contribution Retirement PlanKai Ming, Inc. 403(b) Define…$22MAcademic Medical Group, Inc. 403(b) PlanAcademic Medical Group, Inc.…$22M
End-of-year total assets ($M) among Academic Medical Group, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$22M
Net Income$8M
Employer EIN863038188
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Academic Medical Group, Inc.)

Sponsor-wide plan assets over time

All Academic Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 271.35566478746983% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $5.81M $21.6M ▲ +271.3%
Year Plans Participants Total Assets
2022 1 N/A $6M
2023 1 1,547 $13M
2024 1 1,770 $22M

Nearby Other Plans in Florida

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

Academic Medical Group, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -10123 Total assets ($B) Participants Academic Medical Group, Inc. 403(b) Plan, Total assets ($B): 0.021566937 · Participants: 1770Academic Medical Group, Inc. 403(b) 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
Academic Medical Group, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Academic Medical Group, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is University of Sioux Falls 403(b) Plan in SD ($22M); by covered participants it is Sheet Metal Workers International Association Local 73 Annuity Plan in IL (1,764 participants). Same-state nearby plans are listed separately above.

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 Academic Medical Group, Inc. 403(b) Plan assets move in 2024?
Academic Medical Group, Inc. 403(b) Plan surged - up 64.7% during 2024, from $13M to $22M. Reported net income was $8M.
How have Academic Medical Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Academic Medical Group, Inc.'s sponsor-wide assets grew 271.4%, from $6M to $22M.
Which Other plans are similar in size to Academic Medical Group, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is University of Sioux Falls 403(b) Plan in SD ($22M, 328 participants).
Which Other plans cover a similar participant headcount to Academic Medical Group, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Sheet Metal Workers International Association Local 73 Annuity Plan in IL (1,764 participants, $708M in assets).