Other · DOL Form 5500 · 2022
Empath-Stratum, Inc. Retirement Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 1,155
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $87,229
- Avg per participant Below avg balance/head
Official DOL plan name: Empath Health 403(b) Plan · Sponsored by Empath-Stratum, Inc. · Florida · Healthcare & Social Assistance
$101M in assets, 1,155 participants
Empath-Stratum, Inc.'s Empath Health 403(b) Plan reported $101M in total assets and 1,155 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,812 in Healthcare & Social Assistance (20,060 peers)
Where Empath Health 403(b) Plan sits by assets
Empath Health 403(b) Plan sits in the top 10% of all filed plans by assets, $101M for 1,155 participants (~$87,229/participant), up 57.1% in 2022.
- #18,812
- in Healthcare & Social Assistance (20,060 peers)
- +57.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Empath Health 403(b) Plan's outsized position by total assets
Empath Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$100,749,886 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Empath Health 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. Empath Health 403(b) Plan lands in the large band (1,155 participants).
EBSA filing schedule strip
Filing strip 851356625 · Empath-Stratum, Inc. PY 2022 · Other
Empath Health 403(b) Plan · $101M · 1,155 · 93rd
- PHOTO $101M
- IND 1,155
- EOY 93rd
- 5500 Other
- ASSETS near Iit Research Institute Employees' Tax Sheltered Annuity Plan
- PCT ind #18812
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 →
Empath Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | -$15M |
| Employer EIN | 851356625 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empath-Stratum, Inc.)
Sponsor-wide plan assets over time
All Empath-Stratum, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 44.28032107152955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,155 | $101M |
| 2023 | 1 | 2,464 | $133M |
| 2024 | 1 | 2,528 | $145M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Empath Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Iit Research Institute Employees' Tax Sheltered Annuity Plan in IL ($101M); by covered participants it is Retirement Savings Plan of Finger Lakes Regional Health System in NY (1,154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Iit Research Institute Employees' Tax Sheltered Annuity Plan (IL) $101M · 107
- Augusta Health Care 403b Plan (VA) $101M · 2,439
- Uma Supplemental 403(b) Plan (SC) $101M · 2,343
- Pli Retirement Savings Plan (NY) $101M · 273
Similar participant headcount
Nearest other-state filings by covered participants (1,155 participants); asset peers above are excluded.
- Retirement Savings Plan of Finger Lakes Regional Health System (NY) 1,154 · 1 off
- Altapointe Healthcare Management 403(b) Plan (AL) 1,156 · 1 off
- Lafayette College Retirement Plan (PA) 1,153 · 2 off
- Frontier Health Tax Deferred Annuity Plan (TN) 1,152 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.