401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$396M
Total assets Above avg plan size
4,980
Participants Above avg headcount
97th
Percentile by assets National rank
$79,548
Avg per participant Below avg balance/head
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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.

  • #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.

#17,181
in Healthcare & Social Assistance (17,684 peers)
+15.4%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Shands Jacksonville Retirement Plan's outsized position by total assets

Shands Jacksonville Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$396,147,444 Top 3% higher than 97% of 127,068 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 2023

Shands Jacksonville Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shands Jacksonville Retirement Plan lands in the large band (4,980 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 592142859 · Shands Jacksonville Medical Center, Inc. PY 2023 · 401(k)

Shands Jacksonville Retirement Plan · $396M · 4,980 · 97th

  • SCH $396M
  • SCH 4,980
  • SCH 97th
  • SCH 401(k)
  • SCH near Phi Group, Inc. 401(k) Retirement Plan
  • SCH ind #17181

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 Jacksonville Retirement Plan in the asset neighbourhood

Electric Reliability Council of Texas 401(k) Savings PlanElectric Reliability Council…$396MWells Enterprises, Inc. 401(k) PlanWells Enterprises, Inc. 401(…$396MPhi Group, Inc. 401(k) Retirement PlanPhi Group, Inc. 401(k) Retir…$396MShands Jacksonville Retirement PlanShands Jacksonville Retireme…$396MLoeb & Loeb LLP Profit Sharing and 401(k) PlanLoeb & Loeb LLP Profit Shari…$396M
End-of-year total assets ($M) among Shands Jacksonville Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$343M
Net Assets (End of Year)$396M
Net Income$53M
Employer EIN592142859
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Shands Jacksonville Medical Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$443M 29.132688873486952% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $343M $443M ▲ +29.1%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Shands Jacksonville Retirement Plan, Total assets ($B): 0.396147444 · Participants: 4980Shands Jacksonville Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Shands Jacksonville Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Shands Jacksonville Retirement Plan side-by-side with 3 peers →

Shands Jacksonville Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Phi Group, Inc. 401(k) Retirement Plan in LA ($396M); by covered participants it is The Scotts Company LLC Retirement Savings Plan in OH (4,981 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($396M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,980 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Shands Jacksonville Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Scotts Company LLC Retirement Savings Plan in OH (4,981 participants, $622M in assets).

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.

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.