Defined Benefit (Pension) · DOL Form 5500 · 2022
Shands Teaching Hospital and Clinics, Inc. Pension Plan
Data updated 2026-08-06
- $997M
- Total assets
- 2,563
- Participants
- 99th
- Percentile by assets
- $388,999
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #19,915 in Healthcare & Social Assistance (20,087 peers)
Coverage in Florida
Shands Healthcare Pension Plan II covers 2,563 participants in Florida, 4.1x the typical Florida plan (state average ~631 per filing). Assets: $997M.
- $997M
- total plan assets (2022 EOY)
- 2,563
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $388,999
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Shands Healthcare Pension Plan II reports 2,563 participants - 4.1x that state average ($997M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $979M |
|---|---|
| Net Assets (End of Year) | $914M |
| Net Income | -$2M |
| Employer EIN | 591943502 |
| Plan Effective Date | 2018-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shands Teaching Hospital and Clinics, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 22,571 | $1.8B |
| 2023 | 3 | 23,391 | $2.0B |
| 2024 | 2 | 22,263 | $1.1B |
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
- L3harris Aviation Products Pension Plan $6.6B · 10
- Nextera Energy, Inc. Employee Pension Plan $4.8B · 13,210
- Csx Pension Plan $2.2B · 2,728
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP $1.9B · 5,861
- Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners $1.8B · 3,819
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Shands Healthcare Pension Plan II by total assets, not by location.
- Ncr Pension Plan (GA) $998M · 1,051
- Mutual of Omaha Retirement Income Plan (NE) $998M · 606
- Umass Memorial Health Care Pension Plan (MA) $995M · 95
- Umass Memorial Health Care Pension Plan (MA) $992M · 8,364
Frequently Asked Questions
How did Shands Healthcare Pension Plan II assets move in 2022? ▼
How have Shands Teaching Hospital and Clinics, Inc. plan assets changed over time? ▼
Where does Shands Healthcare Pension Plan II rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Shands Healthcare Pension Plan II? ▼
Next read for Shands Healthcare Pension Plan II
Filing takeaways
Ways to act on Shands Healthcare Pension Plan II's numbers.
- By total assets, Shands Healthcare Pension Plan II ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
- Shands Teaching Hospital and Clinics, Inc.'s sponsor-wide assets have declined 39.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans