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Benchmarking East Coast Zoological Society of Florida, Inc. 403(B) Plan in Melbourne, FL against all plans

 

East Coast Zoological Society of Florida, Inc. 403(B) Plan in Melbourne, FL has the 3rd-highest yield on beginning-of-plan-year total assets (15.74%) among the 32 plans whose industry group is Museums, Historical Sites, and Similar Institutions. That 15.74% compares to an average of 13.81% across those 32 plans.

Beating the average of 13.81% means an extra $32,125 in net earnings on investments.

Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year

East Coast Zoological Society of Florida, Inc. 403(B) Plan has these standings among those 32 peer plans:

  • yield on beginning-of-plan-year total assets = 15.74% (3rd-highest)

  • net earnings on investments = $262,353 (5th-lowest)

  • total assets at beginning of plan year = $1,666,643 (4th-least)

and these values satisfy the maximum allowed for calculating yield from beginning assets:

  • asset transfers to this plan = $0

  • asset transfers from this plan = $0

and these values provide further relevant context:

  • cash contributions from participants = $190,026

  • cash contributions from employers = $38,154

  • total contributions = $244,171

Visualize

 
 

Peers

beat out by Dallas Arboretum 401k Plan in Dallas, TX (20.11%) and Wonders of Wildlife 401(K) Retirement Savings Plan in Springfield, MO (15.86%).

beat Central Florida Zoological Society, Inc. Retirement Plan in Lake Monroe, FL (15.62%), Texas State Aquarium 403(B) Plan in Corpus Christi, TX (15.53%), Orlando Science Center, Inc. Match Savings Plan in Orlando, FL (15.46%), and Norton Museum of Art, Inc 401k Profit Sharing Plan in West Palm Beach, FL (14.98%), and 25 others, ending with Bishop Museum In USA Retirement Savings Multiple Employer Plan in Honolulu, HI (10.29%).

References

  1. whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.