Other · DOL Form 5500 · 2024
The Moorings, Incorporated Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 871
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $52,137
- Avg per participant Low balance/head
Official DOL plan name: Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan · Sponsored by The Moorings, Incorporated · Florida · Other Services
$45M in assets, 871 participants
The Moorings, Incorporated's Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan reported $45M in total assets and 871 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,117 in Other Services (7,719 peers)
Where Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits by assets
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits in the top quartile of all filed plans by assets, $45M for 871 participants (~$52,137/participant), up 15.5% in 2024.
- #7,117
- in Other Services (7,719 peers)
- +15.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan's outsized position by total assets
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,411,555 Top 17% higher than 83% 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
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity 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. Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan sits mid-pack in the medium band (871 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan reported participants rose from 764 in the plan year 2023 filing to 871 in the plan year 2024 filing.
- Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 591834357 · The Moorings, Incorporated PY 2024 · Other
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan · $45M · 871 · 83rd
- 5500 $45M
- ASSETS 871
- PCT 83rd
- EIN Other
- RANK near Converse University Defined Contribution Retirement Plan
- PHOTO ind #7117
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 Other Services retirement plans → · Plans in Florida →
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $6M |
| Employer EIN | 591834357 |
| Plan Effective Date | 1993-05-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Moorings, Incorporated)
Sponsor-wide plan assets over time
All The Moorings, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 37.71630514923072% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 690 | $33M |
| 2023 | 1 | 764 | $39M |
| 2024 | 1 | 871 | $45M |
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
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Converse University Defined Contribution Retirement Plan in SC ($45M); by covered participants it is Western New England University Defined Contribution Retirement Plan in MA (871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (871 participants); asset peers above are excluded.
- Western New England University Defined Contribution Retirement Plan (MA) 871 · 0 off
- Daymark 401(k) Plan (NC) 871 · 0 off
- Agrace Health Employee Retirement Plan (WI) 872 · 1 off
- Oclc Supplemental Plan (OH) 870 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.