Other · DOL Form 5500 · 2024
Carlos Albizu University Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $143,480
- Avg per participant Near avg balance/head
Official DOL plan name: Carlos Albizu University 403(b) DC Plan · Sponsored by Carlos Albizu University · Florida · Educational Services
$11M in assets, 78 participants
Carlos Albizu University's Carlos Albizu University 403(b) DC Plan reported $11M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #1,498 in Educational Services (3,638 peers)
Carlos Albizu University multi-year trail
Carlos Albizu University's plans moved +30.6% in assets from 2022 to 2024; this filing shows Carlos Albizu University 403(b) DC Plan at $11M / 78 participants.
- #1,498
- in Educational Services (3,638 peers)
- +10.1%
- assets growth YoY
Carlos Albizu University 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Carlos Albizu University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,191,431 Top 42% higher than 58% 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
Carlos Albizu University 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carlos Albizu University 403(b) DC Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carlos Albizu University 403(b) DC Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Carlos Albizu University 403(b) DC Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Carlos Albizu University 403(b) DC Plan reported participants rose from 77 in the plan year 2023 filing to 78 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 660234412 · Carlos Albizu University PY 2024 · Other
Carlos Albizu University 403(b) DC Plan · $11M · 78 · 58th
- PCT $11M
- PCT 78
- PCT 58th
- PCT Other
- PCT near Clarion Hospital 403(b) Plan
- PCT ind #1498
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 →
Carlos Albizu University 403(b) DC Plan in the asset neighbourhood
Carlos Albizu University multi-year asset trail
Sponsor-wide plan assets over time
All Carlos Albizu University plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 30.62741108392545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 608 | $15M |
| 2023 | 2 | 486 | $18M |
| 2024 | 2 | 488 | $20M |
Carlos Albizu University filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 660234412 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING RECEIVED |
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
Carlos Albizu University 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Clarion Hospital 403(b) Plan in PA ($11M); by covered participants it is American Dental Education Association 403(b) Retirement Savings Plan in DC (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Clarion Hospital 403(b) Plan (PA) $11M · 365
- Isidore Newman School Retirement Plan (LA) $11M · 77
- Community of Hope 403(b) (DC) $11M · 439
- Marin Horizon School 403(b) DC Plan (CA) $11M · 106
Similar participant headcount
Nearest other-state filings by covered participants (78 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.