Other · DOL Form 5500 · 2022

Chapters Health System, Inc. Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,394
Participants Near avg headcount
90th
Percentile by assets National rank
$43,963
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chapters Health System, Inc. Retirement Plan · Sponsored by Chapters Health System, Inc. · Florida · Healthcare & Social Assistance

$61M in assets, 1,394 participants

Chapters Health System, Inc.'s Chapters Health System, Inc. Retirement Plan reported $61M in total assets and 1,394 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,284 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Chapters Health System, Inc. Retirement Plan covers 1,394 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $61M.

#18,284
in Healthcare & Social Assistance (20,060 peers)
+20.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chapters Health System, Inc. Retirement Plan's outsized position by total assets

Chapters Health System, Inc. Retirement Plan vs every filed plan by assets

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

$61,284,805 Top 10% higher than 90% 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

Chapters Health System, Inc. Retirement 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. Chapters Health System, Inc. Retirement Plan lands in the large band (1,394 participants).

Plan-year Form 5500 strip

Filing strip 592264957 · Chapters Health System, Inc. PY 2022 · Other

Chapters Health System, Inc. Retirement Plan · $61M · 1,394 · 90th

  • VS-ST $61M
  • BOY 1,394
  • SCH 90th
  • EBSA Other
  • PART near The Auburn Community Hospital Retirement Savings Plan
  • TYPE ind #18284

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 →

Chapters Health System, Inc. Retirement Plan in the asset neighbourhood

Tabor Academy Defined Contribution PlanTabor Academy Defined Contri…$61MThe Auburn Community Hospital Retirement Savings PlanThe Auburn Community Hospita…$61MChapters Health System, Inc. Retirement PlanChapters Health System, Inc.…$61MSt. Peter's Healthcare System 403(b) DC Plan PlanSt. Peter's Healthcare Syste…$61MColumbia College Retirement Savings PlanColumbia College Retirement …$61M
End-of-year total assets ($M) among Chapters Health System, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$61M
Net Income-$6M
Employer EIN592264957
Plan Effective Date1993-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chapters Health System, Inc.)

Sponsor-wide plan assets over time

All Chapters Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152M 147.74419368716275% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $61.3M $152M ▲ +147.8%
Year Plans Participants Total Assets
2022 1 1,394 $61M
2023 1 2,073 $75M
2024 1 3,297 $152M

Nearby Other Plans in Florida

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

Chapters Health System, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Chapters Health System, Inc. Retirement Plan, Total assets ($B): 0.061284805 · Participants: 1394Chapters Health System, Inc. Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Chapters Health System, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

Chapters Health System, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Auburn Community Hospital Retirement Savings Plan in NY ($61M); by covered participants it is Seton Hall University Retirement Plan in NJ (1,394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,394 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 Chapters Health System, Inc. Retirement Plan assets move in 2022?
Chapters Health System, Inc. Retirement Plan grew sharply - up 20.0% during 2022, from $51M to $61M. Reported net income was -$6M.
How have Chapters Health System, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Chapters Health System, Inc.'s sponsor-wide assets grew 147.7%, from $61M to $152M.
Where does Chapters Health System, Inc. Retirement Plan rank by assets among Form 5500 filers?
Chapters Health System, Inc. Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Chapters Health System, Inc. Retirement Plan?
Among Other plans in other states, the closest by assets is The Auburn Community Hospital Retirement Savings Plan in NY ($61M, 1,186 participants).
Which Other plans cover a similar participant headcount to Chapters Health System, Inc. Retirement Plan?
Among Other plans in other states, the closest by covered participants is Seton Hall University Retirement Plan in NJ (1,394 participants, $559M in assets).