Other · DOL Form 5500 · 2024

Edward Waters University Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
95
Participants Small participant base
43rd
Percentile by assets National rank
$57,281
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edward Waters University Defined Contribution Retirement Plan · Sponsored by Edward Waters University · Florida · Educational Services

$5M in assets, 95 participants

Edward Waters University's Edward Waters University Defined Contribution Retirement Plan reported $5M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,025 in Educational Services (3,638 peers)

Edward Waters University multi-year trail

Edward Waters University's plans moved +23.8% in assets from 2022 to 2024; this filing shows Edward Waters University Defined Contribution Retirement Plan at $5M / 95 participants.

#1,025
in Educational Services (3,638 peers)
+13.3%
assets growth YoY

Edward Waters University Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Edward Waters University Defined Contribution Retirement Plan vs every filed plan by assets

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

$5,441,666 43rd percentile higher than 43% 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

Edward Waters University Defined Contribution Retirement 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. Edward Waters University Defined Contribution Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edward Waters University Defined Contribution Retirement Plan reported net income rose from $430K in the plan year 2023 filing to $640K in the plan year 2024 filing.
  • Edward Waters University Defined Contribution Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Edward Waters University Defined Contribution Retirement Plan reported participants rose from 88 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591146751 · Edward Waters University PY 2024 · Other

Edward Waters University Defined Contribution Retirement Plan · $5M · 95 · 43rd

  • EIN $5M
  • EIN 95
  • EIN 43rd
  • EIN Other
  • EIN near Rowan Regional Medical Center, Inc. Incentive Savi
  • EIN ind #1025

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 →

Edward Waters University Defined Contribution Retirement Plan in the asset neighbourhood

Edward Waters University Defined Contribution Retirement PlanEdward Waters University Def…$5MRowan Regional Medical Center, Inc. Incentive SaviRowan Regional Medical Cente…$5MAssociates in Neurology, Inc. Profit Sharing PlanAssociates in Neurology, Inc…$5MNew England Village, Inc. 403(b) PlanNew England Village, Inc. 40…$5MPreble Street Section 403(b) PlanPreble Street Section 403(b)…$5M
End-of-year total assets ($M) among Edward Waters University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Edward Waters University multi-year asset trail

Sponsor-wide plan assets over time

All Edward Waters University plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.813742849328857% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.4M $5.44M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 81 $4M
2023 1 88 $5M
2024 1 95 $5M

Edward Waters University filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$640K
Employer EIN591146751
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Edward Waters University Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Edward Waters University Defined Contribution Retirement Plan, Total assets ($B): 0.005441666 · Participants: 95Edward Waters University Defined Contribution Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Edward Waters University Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Edward Waters University Defined Contribution Retirement Plan side-by-side with 3 peers →

Edward Waters University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Rowan Regional Medical Center, Inc. Incentive Savi in NC ($5M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Edward Waters University Defined Contribution Retirement Plan assets move in 2024? ▼
Edward Waters University Defined Contribution Retirement Plan grew at a solid clip - up 13.3% during 2024, from $5M to $5M. Reported net income was $640K.
How have Edward Waters University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward Waters University's sponsor-wide assets grew 23.8%, from $4M to $5M.
Which Other plans are similar in size to Edward Waters University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Rowan Regional Medical Center, Inc. Incentive Savi in NC ($5M, 399 participants).
Which Other plans cover a similar participant headcount to Edward Waters University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (95 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591146751.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.