Other · DOL Form 5500 · 2024
Stetson University Retirement Plan
Data updated 2026-08-25
- $262M
- Total assets Near avg plan size
- 879
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $298,382
- Avg per participant High balance/head
Official DOL plan name: Stetson University Defined Contribution Plan · Sponsored by Stetson University · Florida · Educational Services
$262M in assets, 879 participants
Stetson University's Stetson University Defined Contribution Plan reported $262M in total assets and 879 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,364 in Educational Services (3,638 peers)
Where Stetson University Defined Contribution Plan sits by assets
Stetson University Defined Contribution Plan sits in the top 5% of all filed plans by assets, $262M for 879 participants (~$298,382/participant), up 8.6% in 2024.
- #3,364
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Stetson University Defined Contribution Plan's outsized position by total assets
Stetson University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$262,277,927 Top 5% higher than 95% 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
Stetson University Defined Contribution 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. Stetson University Defined Contribution Plan sits mid-pack in the medium band (879 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stetson University Defined Contribution Plan reported net income fell from $27M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Stetson University Defined Contribution Plan reported participants rose from 794 in the plan year 2023 filing to 879 in the plan year 2024 filing.
- Stetson University Defined Contribution Plan end-of-year assets rose from $241M in the plan year 2023 filing to $262M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 590624416 · Stetson University PY 2024 · Other
Stetson University Defined Contribution Plan · $262M · 879 · 95th
- PART $262M
- PART 879
- PART 95th
- PART Other
- PART near University of Portland Defined Contribution and Tax Deferred Annuity
- PART ind #3364
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 →
Stetson University Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $241M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | $21M |
| Employer EIN | 590624416 |
| Plan Effective Date | 1946-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stetson University)
Sponsor-wide plan assets over time
All Stetson University plans reported in each filing year
- Latest sponsor-wide plan assets
- $262M 22.478181031653996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 794 | $214M |
| 2023 | 1 | 794 | $241M |
| 2024 | 1 | 879 | $262M |
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
Stetson University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is University of Portland Defined Contribution and Tax Deferred Annuity in OR ($263M); by covered participants it is University of New Haven Retirement and 403(b) Savings Plan in CT (879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262M here).
Similar participant headcount
Nearest other-state filings by covered participants (879 participants); asset peers above are excluded.
- University of New Haven Retirement and 403(b) Savings Plan (CT) 879 · 0 off
- Toward Independent Living and Learning, Inc. Success Sharing Plan (MA) 880 · 1 off
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan (NC) 878 · 1 off
- The John F Murphy Homes, Inc. Tax Sheltered Annuity Plan (ME) 880 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.