Profit Sharing · DOL Form 5500 · 2022

Citrus Health Network, Inc Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,112
Participants Near avg headcount
56th
Percentile by assets National rank
$5,827
Avg per participant Low balance/head
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Official DOL plan name: Citrus Health Network, Inc. ERISA 403(b) Plan · Sponsored by Citrus Health Network, Inc · Florida · Healthcare & Social Assistance

$6M in assets, 1,112 participants

Citrus Health Network, Inc's Citrus Health Network, Inc. ERISA 403(b) Plan reported $6M in total assets and 1,112 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,397 in Healthcare & Social Assistance (20,060 peers)

Citrus Health Network, Inc multi-year trail

Citrus Health Network, Inc's plans moved +20.7% in assets from 2022 to 2024; this filing shows Citrus Health Network, Inc. ERISA 403(b) Plan at $6M / 1,112 participants.

#12,397
in Healthcare & Social Assistance (20,060 peers)
-7.2%
assets change YoY

The plan reported a net loss of $503K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citrus Health Network, Inc. ERISA 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Citrus Health Network, Inc. ERISA 403(b) Plan vs every filed plan by assets

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

$6,479,606 Top 44% higher than 56% 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

Citrus Health Network, Inc. ERISA 403(b) Plan'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. Citrus Health Network, Inc. ERISA 403(b) Plan lands in the large band (1,112 participants).

Published 5500 schedule card

Filing strip 591865751 · Citrus Health Network, Inc PY 2022 · Profit Sharing

Citrus Health Network, Inc. ERISA 403(b) Plan · $6M · 1,112 · 56th

  • IND $6M
  • EOY 1,112
  • 5500 56th
  • ASSETS Profit Sharing
  • PCT near Regional Pathology Associates, Inc. Profit Sharing Plan
  • EIN ind #12397

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 →

Citrus Health Network, Inc. ERISA 403(b) Plan in the asset neighbourhood

Citrus Health Network, Inc. ERISA 403(b) PlanCitrus Health Network, Inc. …$6MRegional Pathology Associates, Inc. Profit Sharing PlanRegional Pathology Associate…$6MHead Start of Rockland, Inc. 401(a) Profit Sharing PlanHead Start of Rockland, Inc.…$6MLarry Weiss, D.P.M., P.C. Profit Sharing Plan & TrustLarry Weiss, D.P.M., P.C. Pr…$6MKeith P. Tyler Profit Sharing PlanKeith P. Tyler Profit Sharin…$6M
End-of-year total assets ($M) among Citrus Health Network, Inc. ERISA 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Citrus Health Network, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Citrus Health Network, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.70645962115598% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.48M $7.82M ▲ +20.7%
Year Plans Participants Total Assets
2022 2 1,112 $6M
2023 2 1,207 $8M
2024 2 1,290 $8M

Citrus Health Network, Inc filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$503K
Employer EIN591865751
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Citrus Health Network, Inc. ERISA 403(b) Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Citrus Health Network, Inc. ERISA 403(b) Plan, Total assets ($B): 0.006479606 · Participants: 1112Citrus Health Network, Inc. ERISA 403(b) PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Citrus Health Network, Inc. ERISA 403(b) Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Citrus Health Network, Inc. ERISA 403(b) Plan side-by-side with 3 peers →

Citrus Health Network, Inc. ERISA 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Regional Pathology Associates, Inc. Profit Sharing Plan in OH ($6M); by covered participants it is Hollister Employee Share Ownership Trust in IL (1,112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,112 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 Citrus Health Network, Inc. ERISA 403(b) Plan assets move in 2022? ▼
Citrus Health Network, Inc. ERISA 403(b) Plan pulled back noticeably - down 7.2% during 2022, from $7M to $6M. Reported net income was -$503K.
How have Citrus Health Network, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus Health Network, Inc's sponsor-wide assets grew 20.7%, from $6M to $8M.
Which Profit Sharing plans are similar in size to Citrus Health Network, Inc. ERISA 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Regional Pathology Associates, Inc. Profit Sharing Plan in OH ($6M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Citrus Health Network, Inc. ERISA 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hollister Employee Share Ownership Trust in IL (1,112 participants, N/A 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 591865751.

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.