Other · DOL Form 5500 · 2023
Jacksonville University Retirement Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 599
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $129,299
- Avg per participant Near avg balance/head
Official DOL plan name: Jacksonville University Defined Contribution Retirement Plan · Sponsored by Jacksonville University · Florida · Educational Services
$77M in assets, 599 participants
Jacksonville University's Jacksonville University Defined Contribution Retirement Plan reported $77M in total assets and 599 participants in its 2023 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.
- #3,031 in Educational Services (3,735 peers)
Where Jacksonville University Defined Contribution Retirement Plan sits by assets
Jacksonville University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $77M for 599 participants (~$129,299/participant), up 12.1% in 2023.
- #3,031
- in Educational Services (3,735 peers)
- +12.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Jacksonville University Defined Contribution Retirement Plan's outsized position by total assets
Jacksonville University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$77,449,967 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jacksonville University Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacksonville University Defined Contribution Retirement Plan sits mid-pack in the medium band (599 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jacksonville University Defined Contribution Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Jacksonville University Defined Contribution Retirement Plan reported participants rose from 345 in the plan year 2022 filing to 599 in the plan year 2023 filing.
- Jacksonville University Defined Contribution Retirement Plan end-of-year assets rose from $69M in the plan year 2022 filing to $77M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 590624412 · Jacksonville University PY 2023 · Other
Jacksonville University Defined Contribution Retirement Plan · $77M · 599 · 89th
- EBSA $77M
- EBSA 599
- EBSA 89th
- EBSA Other
- EBSA near The Pingry Corporation Defined Contribution Plan
- EBSA ind #3031
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 →
Jacksonville University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $8M |
| Employer EIN | 590624412 |
| Plan Effective Date | 1956-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacksonville University)
Sponsor-wide plan assets over time
All Jacksonville University plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 19.808445777434912% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 345 | $69M |
| 2023 | 1 | 599 | $77M |
| 2024 | 1 | 400 | $83M |
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 $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Jacksonville University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Pingry Corporation Defined Contribution Plan in NJ ($77M); by covered participants it is 403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc. in OH (599 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (599 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.