Other · DOL Form 5500 · 2024
Palm Beach Atlantic University, Inc. Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 1,526
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $54,961
- Avg per participant Low balance/head
Official DOL plan name: Palm Beach Atlantic University 403(b)(7) Plan · Sponsored by Palm Beach Atlantic University, Inc. · Florida · Educational Services
$84M in assets, 1,526 participants
Palm Beach Atlantic University, Inc.'s Palm Beach Atlantic University 403(b)(7) Plan reported $84M in total assets and 1,526 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,923 in Educational Services (3,638 peers)
Coverage in Florida
Palm Beach Atlantic University 403(b)(7) Plan covers 1,526 participants in Florida, 2.4x the typical Florida plan (state average ~628 per filing). Assets: $84M.
- #2,923
- in Educational Services (3,638 peers)
- +11.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Palm Beach Atlantic University 403(b)(7) Plan's outsized position by total assets
Palm Beach Atlantic University 403(b)(7) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,870,427 Top 11% higher than 89% 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
Palm Beach Atlantic University 403(b)(7) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palm Beach Atlantic University 403(b)(7) Plan lands in the large band (1,526 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palm Beach Atlantic University 403(b)(7) Plan reported participants rose from 1,339 in the plan year 2023 filing to 1,526 in the plan year 2024 filing.
- Palm Beach Atlantic University 403(b)(7) Plan end-of-year assets rose from $75M in the plan year 2023 filing to $84M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 591092732 · Palm Beach Atlantic University, Inc. PY 2024 · Other
Palm Beach Atlantic University 403(b)(7) Plan · $84M · 1,526 · 89th
- SCH $84M
- EBSA 1,526
- PART 89th
- TYPE Other
- NET near St. Paul's School 403(b) Retirement Plan
- BOOK ind #2923
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 →
Palm Beach Atlantic University 403(b)(7) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $8M |
| Employer EIN | 591092732 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palm Beach Atlantic University, Inc.)
Sponsor-wide plan assets over time
All Palm Beach Atlantic University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 25.142994577980193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,078 | $67M |
| 2023 | 1 | 1,339 | $75M |
| 2024 | 1 | 1,526 | $84M |
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
Palm Beach Atlantic University 403(b)(7) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is St. Paul's School 403(b) Retirement Plan in MD ($84M); by covered participants it is The Navigators Basic Retirement Plan in CO (1,525 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,526 participants); asset peers above are excluded.
- The Navigators Basic Retirement Plan (CO) 1,525 · 1 off
- Ccres 403(b) Plan (PA) 1,531 · 5 off
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) 1,518 · 8 off
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) (IL) 1,535 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.