401(k) · DOL Form 5500 · 2023

Shands Jacksonville Medical Center, Inc. 401(k) Plan

Data updated 2026-08-11

$396M
Total assets: 4,980
Participants: 97th
Percentile by assets: $79,548
Avg per participant

Official DOL plan name: Shands Jacksonville Retirement Plan · Sponsored by Shands Jacksonville Medical Center, Inc. · Florida · Healthcare & Social Assistance

$396M in assets, 4,980 participants

Shands Jacksonville Medical Center, Inc.'s Shands Jacksonville Retirement Plan reported $396M in total assets and 4,980 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#17,181 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Shands Jacksonville Retirement Plan covers 4,980 participants in Florida, 7.9x the typical Florida plan (state average ~628 per filing). Assets: $396M.

$396M
total plan assets (2023 EOY): 4,980
covered participants: 97th
percentile by assets (of 127,072 plans): $79,548
avg assets per participant

Shands Jacksonville Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $53M in the plan year 2023 filing.
Shands Jacksonville Retirement Plan end-of-year assets rose from $343M in the plan year 2022 filing to $396M in the plan year 2023 filing.
Shands Jacksonville Retirement Plan reported participants rose from 4,724 in the plan year 2022 filing to 4,980 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Healthcare & Social Assistance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Shands Jacksonville Retirement Plan reports 4,980 participants - 7.9x that state average ($396M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$343M
Net Assets (End of Year)	$396M
Net Income	$53M
Employer EIN	592142859
Plan Effective Date	1988-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shands Jacksonville Medical Center, Inc.)

Total plan assets by year, all Shands Jacksonville Medical Center, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	4,724	$343M
2023	1	4,980	$396M
2024	1	5,319	$443M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shands Jacksonville Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Shands Jacksonville Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shands Jacksonville Retirement Plan by total assets, not by location.

Phi Group, Inc. 401(k) Retirement Plan (LA) $396M · 1,986
Wells Enterprises, Inc. 401(k) Plan (IA) $396M · 3,998
Electric Reliability Council of Texas 401(k) Savings Plan (TX) $396M · 784
Loeb & Loeb LLP Profit Sharing and 401(k) Plan (CA) $396M · 715

Frequently Asked Questions

How did Shands Jacksonville Retirement Plan assets move in 2023? ▼

Shands Jacksonville Retirement Plan grew sharply - up 15.4% during 2023, from $343M to $396M. Reported net income was $53M.

How have Shands Jacksonville Medical Center, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shands Jacksonville Medical Center, Inc.'s sponsor-wide assets grew 29.1%, from $343M to $443M.

Where does Shands Jacksonville Retirement Plan rank by assets among Form 5500 filers? ▼

Shands Jacksonville Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Shands Jacksonville Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Phi Group, Inc. 401(k) Retirement Plan in LA ($396M, 1,986 participants).

Next read for Shands Jacksonville Retirement Plan

Filing takeaways

Ways to act on Shands Jacksonville Retirement Plan's numbers.

By total assets, Shands Jacksonville Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Shands Jacksonville Medical Center, Inc.'s sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592142859.