Defined Benefit (Pension) · DOL Form 5500 · 2022

Shands Teaching Hospital and Clinics, Inc. Pension Plan

Data updated 2026-08-25

$997M
Total assets Very large vs avg
2,563
Participants Above avg headcount
99th
Percentile by assets National rank
$388,999
Avg per participant High balance/head
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Official DOL plan name: Shands Healthcare Pension Plan II · Sponsored by Shands Teaching Hospital and Clinics, Inc. · Florida · Healthcare & Social Assistance

$997M in assets, 2,563 participants

Shands Teaching Hospital and Clinics, Inc.'s Shands Healthcare Pension Plan II reported $997M in total assets and 2,563 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #19,888 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Shands Healthcare Pension Plan II covers 2,563 participants in Florida, 4.1x the typical Florida plan (state average ~628 per filing). Assets: $997M.

#19,888
in Healthcare & Social Assistance (20,060 peers)
+1.8%
assets growth YoY
10×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shands Healthcare Pension Plan II's outsized position by total assets

Shands Healthcare Pension Plan II vs every filed plan by assets

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

$997,005,386 Top 1% higher than 99% 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

Shands Healthcare Pension Plan II'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. Shands Healthcare Pension Plan II lands in the large band (2,563 participants).

Published 5500 schedule card

Filing strip 591943502 · Shands Teaching Hospital and Clinics, Inc. PY 2022 · Defined Benefit (Pension)

Shands Healthcare Pension Plan II · $997M · 2,563 · 99th

  • IND $997M
  • IND 2,563
  • IND 99th
  • IND Defined Benefit (Pension)
  • IND near Ncr Pension Plan
  • IND ind #19888

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 →

Shands Healthcare Pension Plan II in the asset neighbourhood

Mutual of Omaha Retirement Income PlanMutual of Omaha Retirement I…$998MNcr Pension Plan$998MShands Healthcare Pension Plan IIShands Healthcare Pension Pl…$997MUmass Memorial Health Care Pension PlanUmass Memorial Health Care P…$995MUmass Memorial Health Care Pension PlanUmass Memorial Health Care P…$992M
End-of-year total assets ($M) among Shands Healthcare Pension Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$979M
Net Assets (End of Year)$914M
Net Income-$2M
Employer EIN591943502
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shands Teaching Hospital and Clinics, Inc.)

Sponsor-wide plan assets over time

All Shands Teaching Hospital and Clinics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 13.363251998309785% vs 2022
2024 filing year
$1.8B$1.9B$2B$2.1B 202220232024 $1.83B $2.07B ▲ +13.1%
Year Plans Participants Total Assets
2022 3 22,571 $1.8B
2023 3 23,391 $2.0B
2024 3 24,527 $2.1B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shands Healthcare Pension Plan II vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02468 Total assets ($B) Participants Shands Healthcare Pension Plan II, Total assets ($B): 0.997005386 · Participants: 2563Shands Healthcare Pension Plan IIL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Shands Healthcare Pension Plan II vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Shands Healthcare Pension Plan II side-by-side with 3 peers →

Shands Healthcare Pension Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Ncr Pension Plan in GA ($998M); by covered participants it is Sheet Metal Workers Local Union No. 28 Pension Fund in NY (2,561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($997M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,563 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 Shands Healthcare Pension Plan II assets move in 2022? ▼
Shands Healthcare Pension Plan II edged up modestly - up 1.8% during 2022, from $979M to $997M. Reported net income was -$2M.
How have Shands Teaching Hospital and Clinics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shands Teaching Hospital and Clinics, Inc.'s sponsor-wide assets grew 13.4%, from $1.8B to $2.1B.
Where does Shands Healthcare Pension Plan II rank by assets among Form 5500 filers? ▼
Shands Healthcare Pension Plan II ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Shands Healthcare Pension Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ncr Pension Plan in GA ($998M, 1,051 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shands Healthcare Pension Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local Union No. 28 Pension Fund in NY (2,561 participants, $299M 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 591943502.

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.