Other · DOL Form 5500 · 2022
H. Lee Moffitt Cancer Center and Research Institute Retirement Plan
Data updated 2026-08-11
- $558M
- Total assets
- 7,567
- Participants
- 98th
- Percentile by assets
- $73,782
- Avg per participant
Official DOL plan name: H. Lee Moffitt Cancer Center and Research · Sponsored by H. Lee Moffitt Cancer Center and Research Institute · Florida · Healthcare & Social Assistance
$558M in assets, 7,567 participants
H. Lee Moffitt Cancer Center and Research Institute's H. Lee Moffitt Cancer Center and Research reported $558M in total assets and 7,567 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,712 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
H. Lee Moffitt Cancer Center and Research covers 7,567 participants in Florida, 12x the typical Florida plan (state average ~628 per filing). Assets: $558M.
- $558M
- total plan assets (2022 EOY)
- 7,567
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $73,782
- avg assets per participant
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. H. Lee Moffitt Cancer Center and Research reports 7,567 participants - 12x that state average ($558M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $634M |
|---|---|
| Net Assets (End of Year) | $558M |
| Net Income | -$76M |
| Employer EIN | 592451713 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H. Lee Moffitt Cancer Center and Research Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,512 | $908M |
| 2023 | 2 | 14,414 | $1.1B |
| 2024 | 2 | 16,022 | $1.3B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
H. Lee Moffitt Cancer Center and Research vs. nearby Other plans in Florida, assets vs. participants
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Scale composition for H. Lee Moffitt Cancer Center and Research
H. Lee Moffitt Cancer Center and Research reports $558M in end-of-year assets across 7,567 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $73,782 per participant (53% of the national average assets-per-participant) . Net income for plan year 2022 was -$76M.
This plan identity (EIN 592451713, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $558M to $803M (+43.8%) while covered participants moved from 7,567 to 9,044 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,567 | $558M | This page |
| 2023 | 7,986 | $688M | Open filing |
| 2024 · index core | 9,044 | $803M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan (Other, $803M, 9,044 participants)
- H. Lee Moffitt Cancer Center & Research Inst, Inc. Retire Plan (401(k), $505M, 6,978 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to H. Lee Moffitt Cancer Center and Research by total assets, not by location.
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) $558M · 7,809
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $559M · 18,899
- Seton Hall University Retirement Plan (NJ) $559M · 1,394
- Worcester Polytechnic Institute Defined Contribution Plan (MA) $557M · 1,608
Frequently Asked Questions
How did H. Lee Moffitt Cancer Center and Research assets move in 2022? ▼
How have H. Lee Moffitt Cancer Center and Research Institute plan assets changed over time? ▼
Where does H. Lee Moffitt Cancer Center and Research rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to H. Lee Moffitt Cancer Center and Research? ▼
Next read for H. Lee Moffitt Cancer Center and Researc…
Filing takeaways
Ways to act on H. Lee Moffitt Cancer Center and Research's numbers.
- By total assets, H. Lee Moffitt Cancer Center and Research ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- H. Lee Moffitt Cancer Center and Research Institute's sponsor-wide assets have grown 44.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans