Other · DOL Form 5500 · 2024

Nova Southeastern University, Inc. Retirement Plan

Data updated 2026-08-25

$467M
Total assets Above avg plan size
1,542
Participants Near avg headcount
97th
Percentile by assets National rank
$303,046
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · Sponsored by Nova Southeastern University, Inc. · Florida · Educational Services

$467M in assets, 1,542 participants

Nova Southeastern University, Inc.'s Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) reported $467M in total assets and 1,542 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

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

Coverage in Florida

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) covers 1,542 participants in Florida, 2.5x the typical Florida plan (state average ~628 per filing). Assets: $467M.

#3,474
in Educational Services (3,638 peers)
+2.2%
assets growth YoY
4.7×
vs typical plan assets (national mean)

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)'s outsized position by total assets

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs every filed plan by assets

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

$467,297,319 Top 3% higher than 97% 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

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement 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. Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) lands in the large band (1,542 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) reported net income fell from $28M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) end-of-year assets rose from $457M in the plan year 2023 filing to $467M in the plan year 2024 filing.
  • Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) reported participants fell from 1,563 in the plan year 2023 filing to 1,542 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 591083502 · Nova Southeastern University, Inc. PY 2024 · Other

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) · $467M · 1,542 · 97th

  • EOY $467M
  • EOY 1,542
  • EOY 97th
  • EOY Other
  • EOY near Stevens Institute of Technology Defined Contributi
  • EOY ind #3474

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 →

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) in the asset neighbourhood

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)Nova Southeastern University…$467MStevens Institute of Technology Defined ContributiStevens Institute of Technol…$466MRiverside Health System 403(b) Retirement PlanRiverside Health System 403(…$463MSwarthmore College Regular Retirement PlanSwarthmore College Regular R…$462MLuminis Health Retirement PlanLuminis Health Retirement Pl…$462M
End-of-year total assets ($M) among Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$457M
Net Assets (End of Year)$467M
Net Income$10M
Employer EIN591083502
Plan Effective Date1967-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Nova Southeastern University, Inc.)

Sponsor-wide plan assets over time

All Nova Southeastern University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 24.30301846348808% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.83B $1.03B ▲ +24.1%
Year Plans Participants Total Assets
2022 2 6,520 $827M
2023 2 6,690 $936M
2024 2 6,885 $1.0B

Nearby Other Plans in Florida

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

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100002000030000 00.511.522.53 Total assets ($B) Participants Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan), Total assets ($B): 0.467297319 · Participants: 1542Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)Baptist 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
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) vs. nearby Other plans in Florida, assets vs. participants

Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)'s out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Stevens Institute of Technology Defined Contributi in NJ ($466M); by covered participants it is Punahou School Defined Contribution Retirement Plan in HI (1,542 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($467M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,542 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 Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) assets move in 2024? ▼
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) edged up modestly - up 2.2% during 2024, from $457M to $467M. Reported net income was $10M.
How have Nova Southeastern University, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nova Southeastern University, Inc.'s sponsor-wide assets grew 24.3%, from $827M to $1.0B.
Where does Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) rank by assets among Form 5500 filers? ▼
Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)? ▼
Among Other plans in other states, the closest by assets is Stevens Institute of Technology Defined Contributi in NJ ($466M, 1,408 participants).
Which Other plans cover a similar participant headcount to Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan)? ▼
Among Other plans in other states, the closest by covered participants is Punahou School Defined Contribution Retirement Plan in HI (1,542 participants, $326M in assets).