Other · DOL Form 5500 · 2023

Health First, Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
278
Participants Below avg headcount
76th
Percentile by assets National rank
$85,373
Avg per participant Below avg balance/head
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Official DOL plan name: Health First Frozen 403(b) Plan · Sponsored by Health First, Inc. · Florida · Healthcare & Social Assistance

$24M in assets, 278 participants

Health First, Inc.'s Health First Frozen 403(b) Plan reported $24M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,057 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Health First Frozen 403(b) Plan covers 278 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#14,057
in Healthcare & Social Assistance (17,684 peers)
+3.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Health First Frozen 403(b) Plan's outsized position by total assets

Health First Frozen 403(b) Plan vs every filed plan by assets

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

$23,733,758 Top 24% higher than 76% 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

Health First Frozen 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health First Frozen 403(b) Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health First Frozen 403(b) Plan reported net income rose from -$8M in the plan year 2022 filing to $771K in the plan year 2023 filing.
  • Health First Frozen 403(b) Plan reported participants fell from 321 in the plan year 2022 filing to 278 in the plan year 2023 filing.
  • Health First Frozen 403(b) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593336894 · Health First, Inc. PY 2023 · Other

Health First Frozen 403(b) Plan · $24M · 278 · 76th

  • PART $24M
  • TYPE 278
  • NET 76th
  • BOOK Other
  • VS-ST near Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan
  • BOY ind #14057

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 →

Health First Frozen 403(b) Plan in the asset neighbourhood

Section 403(b) Retirement Plan for Employees of Odyssey House, Inc.Section 403(b) Retirement Pl…$24MHealth First Frozen 403(b) PlanHealth First Frozen 403(b) P…$24MFroedtert South, Inc. 401(a) Defined Contribution Retirement PlanFroedtert South, Inc. 401(a)…$24MHumboldt Park Health 403(b) PlanHumboldt Park Health 403(b) …$24MGreat Lakes Community Action Partnership 403(b) Tax Sheltered Annuity PlanGreat Lakes Community Action…$24M
End-of-year total assets ($M) among Health First Frozen 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$771K
Employer EIN593336894
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health First, Inc.)

Sponsor-wide plan assets over time

All Health First, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$934M 30.724645384190648% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $715M $934M ▲ +30.7%
Year Plans Participants Total Assets
2022 2 8,566 $715M
2023 2 9,040 $834M
2024 3 9,873 $934M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Health First Frozen 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Health First Frozen 403(b) Plan, Total assets ($B): 0.023733758 · Participants: 278Health First Frozen 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Health First Frozen 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Health First Frozen 403(b) Plan side-by-side with 3 peers →

Health First Frozen 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan in WI ($24M); by covered participants it is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Health First Frozen 403(b) Plan assets move in 2023? ▼
Health First Frozen 403(b) Plan edged up modestly - up 3.4% during 2023, from $23M to $24M. Reported net income was $771K.
How have Health First, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health First, Inc.'s sponsor-wide assets grew 30.7%, from $715M to $934M.
Where does Health First Frozen 403(b) Plan rank by assets among Form 5500 filers? ▼
Health First Frozen 403(b) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Health First Frozen 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Froedtert South, Inc. 401(a) Defined Contribution Retirement Plan in WI ($24M, 2,387 participants).
Which Other plans cover a similar participant headcount to Health First Frozen 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (278 participants, $89M 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 593336894.

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.