Other · DOL Form 5500 · 2024

The Moorings, Incorporated Retirement Plan

Data updated 2026-08-11

$45M
Total assets
871
Participants
83rd
Percentile by assets
$52,137
Avg per participant
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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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$45M
total plan assets (2024 EOY)
871
covered participants
83rd
percentile by assets (of 123,622 plans)
$52,137
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Florida
Industry
Other Services

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs the 2024 asset distribution

By assets, Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN591834357
Plan Effective Date1993-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (The Moorings, Incorporated)

$30M$35M$40M$45M$50M 202220232024 $33M $45.4M ▲ +37.7%
Total plan assets by year, all The Moorings, Incorporated plans on file
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.

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs. nearby Other plans in Florida, assets vs. participants

Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Moorings Park Instit…Baptist Health South…University of Miami …Orlando Health Retir…The Nemours Foundati…Lee Health System 40…
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Moorings Park Institute, Inc. Tax Shelte… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan assets move in 2024? ▼
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan grew sharply - up 15.5% during 2024, from $39M to $45M. Reported net income was $6M.
How have The Moorings, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Moorings, Incorporated's sponsor-wide assets grew 37.7%, from $33M to $45M.
Where does Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Converse University Defined Contribution Retirement Plan in SC ($45M, 155 participants).

Next read for Moorings Park Institute, Inc. Tax Shelte…

Scale reading

Ways to act on Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan's numbers.

  • By total assets, Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
  • The Moorings, Incorporated's sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591834357.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.