Other · DOL Form 5500 · 2022

Health First, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
321
Participants Below avg headcount
79th
Percentile by assets National rank
$71,535
Avg per participant Below avg balance/head
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Official DOL plan name: Health First Frozen 403(b) Plan · Sponsored by Health First, Inc. · Florida · Healthcare & Social Assistance

$23M in assets, 321 participants

Health First, Inc.'s Health First Frozen 403(b) Plan reported $23M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,522 in Healthcare & Social Assistance (20,060 peers)

Where Health First Frozen 403(b) Plan sits by assets

Health First Frozen 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 321 participants (~$71,535/participant), down 26.6% in 2022.

#16,522
in Healthcare & Social Assistance (20,060 peers)
-26.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Health First Frozen 403(b) Plan's outsized position by total assets

Health First Frozen 403(b) Plan vs every filed plan by assets

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

$22,962,830 Top 21% higher than 79% 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

Health First Frozen 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health First Frozen 403(b) Plan sits mid-pack in the medium band (321 participants).

Form 5500 schedule snapshot

Filing strip 593336894 · Health First, Inc. PY 2022 · Other

Health First Frozen 403(b) Plan · $23M · 321 · 79th

  • 5500 $23M
  • 5500 321
  • 5500 79th
  • 5500 Other
  • 5500 near Allendale Association Retirement Savings Plan
  • 5500 ind #16522

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 →

Health First Frozen 403(b) Plan in the asset neighbourhood

Wellpoint Care Network 403(b) Retirement PlanWellpoint Care Network 403(b…$23MAllendale Association Retirement Savings PlanAllendale Association Retire…$23MHealth First Frozen 403(b) PlanHealth First Frozen 403(b) P…$23MMuseum Associates D/B/a Los Angeles County Museum of Art 403(b) PlanMuseum Associates D/B/a Los …$23M403(b) Thrift Plan University Settlement Society of New York403(b) Thrift Plan Universit…$23M
End-of-year total assets ($M) among Health First Frozen 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$23M
Net Income-$8M
Employer EIN593336894
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health First, Inc.)

Sponsor-wide plan assets over time

All Health First, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$934M 30.724645384190648% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $715M $934M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 8,566 $715M
2023 2 9,040 $834M
2024 3 9,873 $934M

Nearby Other Plans in Florida

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

Health First Frozen 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Health First Frozen 403(b) Plan, Total assets ($B): 0.02296283 · Participants: 321Health First Frozen 403(b) 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
Health First Frozen 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Health First Frozen 403(b) Plan side-by-side with 3 peers →

Health First Frozen 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Allendale Association Retirement Savings Plan in IL ($23M); by covered participants it is The Nelson Gallery Foundation 403(b) Plan in MO (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Health First Frozen 403(b) Plan assets move in 2022? ▼
Health First Frozen 403(b) Plan declined sharply - down 26.6% during 2022, from $31M to $23M. Reported net income was -$8M.
How have Health First, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health First, Inc.'s sponsor-wide assets grew 30.7%, from $715M to $934M.
Where does Health First Frozen 403(b) Plan rank by assets among Form 5500 filers? ▼
Health First Frozen 403(b) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Health First Frozen 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Allendale Association Retirement Savings Plan in IL ($23M, 314 participants).
Which Other plans cover a similar participant headcount to Health First Frozen 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Nelson Gallery Foundation 403(b) Plan in MO (321 participants, $11M 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 593336894.

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.