401(k) · DOL Form 5500 · 2022

H. Lee Moffitt Cancer Center and Research Institute, Inc. 401(k) Plan

Data updated 2026-08-11

$350M
Total assets
5,945
Participants
97th
Percentile by assets
$58,815
Avg per participant
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Official DOL plan name: H. Lee Moffitt Cancer Center and Research Institute, Inc. · Sponsored by H. Lee Moffitt Cancer Center and Research Institute, Inc. · Florida · Healthcare & Social Assistance

$350M in assets, 5,945 participants

H. Lee Moffitt Cancer Center and Research Institute, Inc.'s H. Lee Moffitt Cancer Center and Research Institute, Inc. reported $350M in total assets and 5,945 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #19,555 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

H. Lee Moffitt Cancer Center and Research Institute, Inc. covers 5,945 participants in Florida, 9.5x the typical Florida plan (state average ~628 per filing). Assets: $350M.

$350M
total plan assets (2022 EOY)
5,945
covered participants
97th
percentile by assets (of 139,126 plans)
$58,815
avg assets per participant

The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Florida
Industry
Healthcare & Social Assistance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. H. Lee Moffitt Cancer Center and Research Institute, Inc. reports 5,945 participants - 9.5x that state average ($350M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$400M
Net Assets (End of Year)$350M
Net Income-$51M
Employer EIN592451713
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H. Lee Moffitt Cancer Center and Research Institute, Inc.)

$0.8B$1B$1.2B$1.4B 202220232024 $0.91B $1.31B ▲ +44.0%
Total plan assets by year, all H. Lee Moffitt Cancer Center and Research Institute, Inc. plans on file
Year Plans Participants Total Assets
2022 2 13,512 $908M
2023 2 14,414 $1.1B
2024 2 16,022 $1.3B

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

H. Lee Moffitt Cancer Center and Research Institute, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants

H. Lee Moffitt Cancer Center and Research Institute, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants H. Lee Moffitt Cance…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
H. Lee Moffitt Cancer Center and Research Institute, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare H. Lee Moffitt Cancer Center and Researc… side-by-side with 3 peers →

Scale composition for H. Lee Moffitt Cancer Center and Research Institute, Inc.

H. Lee Moffitt Cancer Center and Research Institute, Inc. reports $350M in end-of-year assets across 5,945 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $58,815 per participant (43% of the national average assets-per-participant) . Net income for plan year 2022 was -$51M.

This plan identity (EIN 592451713, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $350M to $505M (+44.3%) while covered participants moved from 5,945 to 6,978 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,945 $350M This page
2023 6,428 $430M Open filing
2024 · index core 6,978 $505M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to H. Lee Moffitt Cancer Center and Research Institute, Inc. by total assets, not by location.

Frequently Asked Questions

How did H. Lee Moffitt Cancer Center and Research Institute, Inc. assets move in 2022? ▼
H. Lee Moffitt Cancer Center and Research Institute, Inc. pulled back noticeably - down 12.7% during 2022, from $400M to $350M. Reported net income was -$51M.
How have H. Lee Moffitt Cancer Center and Research Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. Lee Moffitt Cancer Center and Research Institute, Inc.'s sponsor-wide assets grew 44.0%, from $908M to $1.3B.
Where does H. Lee Moffitt Cancer Center and Research Institute, Inc. rank by assets among Form 5500 filers? ▼
H. Lee Moffitt Cancer Center and Research Institute, Inc. ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to H. Lee Moffitt Cancer Center and Research Institute, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Kingston Retirement Savings Plan in CA ($350M, 621 participants).

Next read for H. Lee Moffitt Cancer Center and Researc…

Filing takeaways

Ways to act on H. Lee Moffitt Cancer Center and Research Institute, Inc.'s numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592451713.

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.