Other · DOL Form 5500 · 2024
Ave Maria University Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $61,117
- Avg per participant Low balance/head
Official DOL plan name: Ave Maria 403(b) Retirement Plan · Sponsored by Ave Maria University · Florida · Educational Services
$12M in assets, 193 participants
Ave Maria University's Ave Maria 403(b) Retirement Plan reported $12M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #1,536 in Educational Services (3,638 peers)
Coverage in Florida
Ave Maria 403(b) Retirement Plan covers 193 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $12M.
- #1,536
- in Educational Services (3,638 peers)
- +10.1%
- assets growth YoY
Ave Maria 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Ave Maria 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,795,565 Top 41% higher than 59% 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
Ave Maria 403(b) Retirement 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. Ave Maria 403(b) Retirement Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ave Maria 403(b) Retirement Plan reported net income rose from $791K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Ave Maria 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Ave Maria 403(b) Retirement Plan reported participants fell from 213 in the plan year 2023 filing to 193 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 030482006 · Ave Maria University PY 2024 · Other
Ave Maria 403(b) Retirement Plan · $12M · 193 · 59th
- EIN $12M
- EIN 193
- EIN 59th
- EIN Other
- EIN near Groves Academy Defined Contribution Retirement Plan
- EIN ind #1536
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 →
Ave Maria 403(b) Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 030482006 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ave Maria University)
Sponsor-wide plan assets over time
All Ave Maria University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 18.856834404135597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $10M |
| 2023 | 1 | 213 | $11M |
| 2024 | 1 | 193 | $12M |
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
Ave Maria 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Groves Academy Defined Contribution Retirement Plan in MN ($12M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Groves Academy Defined Contribution Retirement Plan (MN) $12M · 140
- 403(b) Thrift Plan for Trellis (MN) $12M · 106
- Vistamar School Defined Contribution Retirement Plan (CA) $12M · 58
- Nardin Academy Retirement Plan (NY) $12M · 124
Similar participant headcount
Nearest other-state filings by covered participants (193 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.