401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$350M
Total assets Above avg plan size
5,945
Participants Above avg headcount
97th
Percentile by assets National rank
$58,815
Avg per participant Low balance/head
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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.

  • #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.

#19,555
in Healthcare & Social Assistance (20,060 peers)
-12.7%
assets change YoY
3.5×
vs typical plan assets (national mean)

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.

H. Lee Moffitt Cancer Center and Research Institute, Inc.'s outsized position by total assets

H. Lee Moffitt Cancer Center and Research Institute, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$349,655,583 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Institute, Inc.'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 Institute, Inc. lands in the large band (5,945 participants).

EBSA filing schedule strip

Filing strip 592451713 · H. Lee Moffitt Cancer Center and Research Institute, Inc. PY 2022 · 401(k)

H. Lee Moffitt Cancer Center and Research Institute, Inc. · $350M · 5,945 · 97th

  • ASSETS $350M
  • PCT 5,945
  • EIN 97th
  • RANK 401(k)
  • PHOTO near Kingston Retirement Savings Plan
  • IND ind #19555

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 Institute, Inc. in the asset neighbourhood

Spectrum Brands 401(k) Retirement Savings PlanSpectrum Brands 401(k) Retir…$350MGci 401(k) Plan$350MIng Financial Services LLC 401(k) Savings PlanIng Financial Services LLC 4…$350MH. Lee Moffitt Cancer Center and Research Institute, Inc.H. Lee Moffitt Cancer Center…$350MKingston Retirement Savings PlanKingston Retirement Savings …$350M
End-of-year total assets ($M) among H. Lee Moffitt Cancer Center and Research Institute, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All H. Lee Moffitt Cancer Center and Research Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 44.00513303383139% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B 202220232024 $0.91B $1.31B ▲ +44.0%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants H. Lee Moffitt Cancer Center and Research Institute, Inc., Total assets ($B): 0.349655583 · Participants: 5945H. Lee Moffitt Cancer Center and Research Institute, Inc.L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
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 Research Institute, Inc. 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:

H. Lee Moffitt Cancer Center and Research Institute, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kingston Retirement Savings Plan in CA ($350M); by covered participants it is Tands Inc. & Adopting Related Employers 401(k) Plan in NC (5,944 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($350M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,945 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to H. Lee Moffitt Cancer Center and Research Institute, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Tands Inc. & Adopting Related Employers 401(k) Plan in NC (5,944 participants, $3M in assets).

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.