401(k)
2023 plan-year 401(k) DOL Form 5500

Health First Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Health First Shared Services, Inc. · Florida · Healthcare & Social Assistance

What the 2023 filing shows

Health First Retirement Savings Plan holds $810M for 8,762 participants — about $92,420 per participant, up 17.1% over the 2023 plan year.

$810M
total plan assets (2023 EOY)
8,762
covered participants
$92,420
avg assets per participant
+17.1%
assets growth YoY
Total Assets (2023)
$810M
Participants
8,762
State
Industry
Healthcare & Social Assistance

What the Filing Says About Health First Retirement Savings Plan

Health First Retirement Savings Plan is a 401(k) retirement plan sponsored by Health First Shared Services, Inc., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $810M in total end-of-year assets and covers 8,762 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 593336894, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $692M at the beginning of 2023 to $810M at year-end — a gain of 17.1%. Net assets (after liabilities) closed the year at $810M, with reported net income of $118M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$692M
Total Assets (End of Year)$810M
Net Assets (End of Year)$810M
Net Income$118M
Plan Type401(k)
Employer EIN593336894
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health First Shared Services, Inc.)

Year Plans Participants Total Assets
2022 2 8,566 $715M
2023 2 9,040 $834M
2024 2 9,387 $926M

Nearby 401(k) Plans in Florida

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

Frequently Asked Questions

How much money is in the Health First Retirement Savings Plan?
As of the 2023 Form 5500 filing, Health First Retirement Savings Plan holds $810M in total assets with 8,762 participants. It is sponsored by Health First Shared Services, Inc..
What type of plan is Health First Retirement Savings Plan?
Health First Retirement Savings Plan is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 593336894.
Who sponsors the Health First Retirement Savings Plan?
Health First Retirement Savings Plan is sponsored by Health First Shared Services, Inc., located in Florida. The sponsor's EIN is 593336894 and the plan operates in the Healthcare & Social Assistance industry.
How did Health First Retirement Savings Plan perform in 2023?
Health First Retirement Savings Plan grew by 17.1% during 2023, moving from $692M to $810M in total assets. Net income was $118M.
Where can I find official filings for Health First Retirement Savings Plan?
Official Form 5500 filings for Health First Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 593336894 or plan name at efast.dol.gov.
How does Health First Retirement Savings Plan compare to other plans?
You can compare Health First Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.