401(k) · DOL Form 5500 · 2023
Health First Shared Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $810M
- Total assets
- 8,762
- Participants
- 98th
- Percentile by assets
- $92,420
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $810M
- total plan assets (2023 EOY)
- 8,762
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $92,420
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Health First Retirement Savings Plan reports 8,762 participants - 14x that state average ($810M EOY assets).
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.)
| 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.
Health First Retirement Savings 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
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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Health First Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Health First Retirement Savings Plan assets move in 2023? ▼
How have Health First Shared Services, Inc. plan assets changed over time? ▼
Where does Health First Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Health First Retirement Savings Plan? ▼
Next read for Health First Retirement Savings Plan
Filing takeaways
Ways to act on Health First Retirement Savings Plan's numbers.
- By total assets, Health First Retirement Savings 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
- Health First Shared Services, Inc.'s sponsor-wide assets have grown 30.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans