401(k) · DOL Form 5500 · 2023
Health First Shared Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $810M
- Total assets Above avg plan size
- 8,762
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $92,420
- Avg per participant Below avg balance/head
Official DOL plan name: Health First Retirement Savings Plan · Sponsored by Health First Shared Services, Inc. · Florida · Healthcare & Social Assistance
$810M in assets, 8,762 participants
Health First Shared Services, Inc.'s Health First Retirement Savings Plan reported $810M in total assets and 8,762 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,421 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Health First Retirement Savings Plan covers 8,762 participants in Florida, 14x the typical Florida plan (state average ~628 per filing). Assets: $810M.
- #17,421
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
- 8.1×
- vs typical plan assets (national mean)
Health First Retirement Savings Plan's outsized position by total assets
Health First Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$809,780,379 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Health First Retirement Savings 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. Health First Retirement Savings Plan lands in the large band (8,762 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Health First Retirement Savings Plan reported net income rose from -$157M in the plan year 2022 filing to $118M in the plan year 2023 filing.
- Health First Retirement Savings Plan end-of-year assets rose from $692M in the plan year 2022 filing to $810M in the plan year 2023 filing.
- Health First Retirement Savings Plan reported participants rose from 8,245 in the plan year 2022 filing to 8,762 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 593336894 · Health First Shared Services, Inc. PY 2023 · 401(k)
Health First Retirement Savings Plan · $810M · 8,762 · 98th
- IND $810M
- IND 8,762
- IND 98th
- IND 401(k)
- IND near Peabody Investments Corp. Employee Retirement Account
- IND ind #17421
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 Retirement Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $692M |
|---|---|
| Net Assets (End of Year) | $810M |
| Net Income | $118M |
| Employer EIN | 593336894 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health First Shared Services, Inc.)
Sponsor-wide plan assets over time
All Health First Shared Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $934M 30.724645384190648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,566 | $715M |
| 2023 | 2 | 9,040 | $834M |
| 2024 | 3 | 9,873 | $934M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for Health First Retirement Savings Plan
Health First Retirement Savings Plan reports $810M in end-of-year assets across 8,762 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $92,420 per participant (67% of the national average assets-per-participant) . Net income for plan year 2023 was $118M.
This plan identity (EIN 593336894, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $692M to $903M (+30.6%) while covered participants moved from 8,245 to 9,129 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,245 | $692M | Open filing |
| 2023 | 8,762 | $810M | This page |
| 2024 · index core | 9,129 | $903M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Health First Retirement Savings Plan (401(k), $903M, 9,129 participants)
Health First Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Peabody Investments Corp. Employee Retirement Account in MO ($809M); by covered participants it is Sonoco Retirement & Savings Plan in SC (8,758 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($810M here).
- Peabody Investments Corp. Employee Retirement Account (MO) $809M · 3,242
- Mcgraw-Hill Education 401(k) Plan (NY) $811M · 3,513
- Bunzl USA, LLC Deferred Savings Plan (MO) $811M · 5,529
- Greif 401(k) Retirement Plan (OH) $808M · 6,711
Similar participant headcount
Nearest other-state filings by covered participants (8,762 participants); asset peers above are excluded.
- Sonoco Retirement & Savings Plan (SC) 8,758 · 4 off
- Jack's Family Restaurants/Sfm 401(k) (AL) 8,756 · 6 off
- The Pep Boys 401(k) Plan (PA) 8,776 · 14 off
- Simplot Retirement Savings Plan (ID) 8,746 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.