401(k) · DOL Form 5500 · 2024

The Geneva School 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
124
Participants Small participant base
48th
Percentile by assets National rank
$54,976
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Geneva School 401(k) Retirement Plan · Sponsored by The Geneva School · Florida · Educational Services

$7M in assets, 124 participants

The Geneva School's The Geneva School 401(k) Retirement Plan reported $7M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,149 in Educational Services (3,638 peers)

Coverage in Florida

The Geneva School 401(k) Retirement Plan covers 124 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#1,149
in Educational Services (3,638 peers)
+15.5%
assets growth YoY

The Geneva School 401(k) Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Geneva School 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,816,984 48th percentile higher than 48% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Geneva School 401(k) 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. The Geneva School 401(k) Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Geneva School 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Geneva School 401(k) Retirement Plan reported net income fell from $990K in the plan year 2023 filing to $914K in the plan year 2024 filing.
  • The Geneva School 401(k) Retirement Plan reported participants rose from 118 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593195482 · The Geneva School PY 2024 · 401(k)

The Geneva School 401(k) Retirement Plan · $7M · 124 · 48th

  • ASSETS $7M
  • ASSETS 124
  • ASSETS 48th
  • ASSETS 401(k)
  • ASSETS near Cym Living LLC 401(k) Plan
  • ASSETS ind #1149

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 →

The Geneva School 401(k) Retirement Plan in the asset neighbourhood

The Geneva School 401(k) Retirement PlanThe Geneva School 401(k) Ret…$7MCym Living LLC 401(k) Plan$7MWynn O. Jones & Associates, Inc. 401(k) Profit Sharing PlanWynn O. Jones & Associates, …$7MHiester Automotive Group 401(k) PlanHiester Automotive Group 401…$7MFidia Pharma USA Inc 401(k) Profit Sharing Plan and TrustFidia Pharma USA Inc 401(k) …$7M
End-of-year total assets ($M) among The Geneva School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$914K
Employer EIN593195482
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Geneva School)

Sponsor-wide plan assets over time

All The Geneva School plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.76264224883536% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.91M $6.82M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 115 $5M
2023 1 118 $6M
2024 1 124 $7M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Geneva School 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Geneva School 401(k) Retirement Plan, Total assets ($B): 0.006816984 · Participants: 124The Geneva School 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The Geneva School 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

The Geneva School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cym Living LLC 401(k) Plan in NY ($7M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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.

Frequently Asked Questions

How did The Geneva School 401(k) Retirement Plan assets move in 2024?
The Geneva School 401(k) Retirement Plan grew sharply - up 15.5% during 2024, from $6M to $7M. Reported net income was $914K.
How have The Geneva School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Geneva School's sponsor-wide assets grew 38.8%, from $5M to $7M.
Which 401(k) plans are similar in size to The Geneva School 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Cym Living LLC 401(k) Plan in NY ($7M, 540 participants).
Which 401(k) plans cover a similar participant headcount to The Geneva School 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A in assets).