How many Form 5500 benefit plans are loaded for Ave Maria, FL?

5 plan(s) reported by 3 sponsor(s) are loaded for Ave Maria, FL.

Ave Maria, FL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ave Maria, FL has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,202,469 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 5
Plan sponsors: 3
Latest filing year: 2023

What stands out in Ave Maria

5 loaded plans hold $11.2M in reported assets across 3 sponsors.
The largest, Ave Maria 403(B) Retirement Plan, holds 96% of reported Ave Maria plan assets.
Plans cover 1,071 participants — about 214 per plan.
40% of loaded plans report full Schedule H/I financial statements.
40% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,202,469

Total reported assets$11.2M$11,202,469

Total reported participants1.1K1,071

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets

Net assets$11.2MLiabilities$0

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions$2.2M

Expenses & distributions

Benefits paid / distributions$879.1K

Total expenses$890K

Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements2 / 5 (40%)

Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ave Maria, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Ave Maria market comparison

Largest plan share of assets96%Ave Maria 403(B) Retirement Plan

Participants per plan214Average across loaded plans

Plan sponsors3

Ranked by reported assets

Largest loaded plans in Ave Maria

Bars show each plan's reported end-of-year assets relative to the largest.

1
Ave Maria 403(B) Retirement Plan$10.7M
Ave Maria University · 2023
2
For His Glory Enterprises Inc 401(K) Plan$487.5K
For His Glory Enterprises Inc · 2023
3
Ave Maria University Employee Welfare Benefit Plannot reported in the loaded dataset
Ave Maria University · 2023
4
Braden Health LLC Health And Welfare Plan (Medical)not reported in the loaded dataset
Braden Health, LLC · 2023
5
Braden Health LLC Health And Welfare Plan(Ancillary)not reported in the loaded dataset
Braden Health, LLC · 2023

Largest plans in Ave Maria → · Ave Maria plans by participants → · Ave Maria plans with financial data → · Ave Maria plans with provider compensation → · $1B+ plans in Ave Maria →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ave Maria, FL?: 5 plan(s) reported by 3 sponsor(s) are loaded for Ave Maria, FL.