Other · DOL Form 5500 · 2022
H. Lee Moffitt Cancer Center and Research Institute Retirement Plan
Data updated 2026-08-25
- $558M
- Total assets Above avg plan size
- 7,567
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $73,782
- Avg per participant Below avg balance/head
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.
- #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.
- #19,712
- in Healthcare & Social Assistance (20,060 peers)
- -11.9%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
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.
H. Lee Moffitt Cancer Center and Research's outsized position by total assets
H. Lee Moffitt Cancer Center and Research vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$558,304,924 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
H. Lee Moffitt Cancer Center and Research's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H. Lee Moffitt Cancer Center and Research lands in the large band (7,567 participants).
Form 5500 schedule snapshot
Filing strip 592451713 · H. Lee Moffitt Cancer Center and Research Institute PY 2022 · Other
H. Lee Moffitt Cancer Center and Research · $558M · 7,567 · 98th
- RANK $558M
- RANK 7,567
- RANK 98th
- RANK Other
- RANK near Children's Medical Center of Dallas Employee Savings Plan 403(b) Component
- RANK ind #19712
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
H. Lee Moffitt Cancer Center and Research in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All H. Lee Moffitt Cancer Center and Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 44.00513303383139% vs 2022
- 2024 filing year
| 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.
- 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)
H. Lee Moffitt Cancer Center and Research's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Children's Medical Center of Dallas Employee Savings Plan 403(b) Component in TX ($558M); by covered participants it is Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan in NY (7,574 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($558M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,567 participants); asset peers above are excluded.
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) 7,574 · 7 off
- Operating Engineers Local 428 Annuity Trust Fund (AZ) 7,538 · 29 off
- Lahey Clinic 403(b) Retirement Savings Plan (MA) 7,535 · 32 off
- Nebraska Methodist Health System Defined Contribution Retirement Plan (NE) 7,620 · 53 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.