Other · DOL Form 5500 · 2023
H. Lee Moffitt Cancer Center and Research Institute Retirement Plan
Data updated 2026-08-11
- $688M
- Total assets
- 7,986
- Participants
- 98th
- Percentile by assets
- $86,154
- Avg per participant
Official DOL plan name: H. Lee Moffitt Cancer Center and Research · Sponsored by H. Lee Moffitt Cancer Center and Research Institute · Florida · Healthcare & Social Assistance
$688M in assets, 7,986 participants
H. Lee Moffitt Cancer Center and Research Institute's H. Lee Moffitt Cancer Center and Research reported $688M in total assets and 7,986 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)
- #17,366 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
H. Lee Moffitt Cancer Center and Research covers 7,986 participants in Florida, 13x the typical Florida plan (state average ~628 per filing). Assets: $688M.
- $688M
- total plan assets (2023 EOY)
- 7,986
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $86,154
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H. Lee Moffitt Cancer Center and Research reported net income rose from -$76M in the plan year 2022 filing to $130M in the plan year 2023 filing.
- H. Lee Moffitt Cancer Center and Research end-of-year assets rose from $558M in the plan year 2022 filing to $688M in the plan year 2023 filing.
- H. Lee Moffitt Cancer Center and Research reported participants rose from 7,567 in the plan year 2022 filing to 7,986 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. H. Lee Moffitt Cancer Center and Research reports 7,986 participants - 13x that state average ($688M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $558M |
|---|---|
| Net Assets (End of Year) | $688M |
| Net Income | $130M |
| Employer EIN | 592451713 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H. Lee Moffitt Cancer Center and Research Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,512 | $908M |
| 2023 | 2 | 14,414 | $1.1B |
| 2024 | 2 | 16,022 | $1.3B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
H. Lee Moffitt Cancer Center and Research vs. nearby Other plans in Florida, assets vs. participants
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Scale composition for H. Lee Moffitt Cancer Center and Research
H. Lee Moffitt Cancer Center and Research reports $688M in end-of-year assets across 7,986 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $86,154 per participant (62% of the national average assets-per-participant) . Net income for plan year 2023 was $130M.
This plan identity (EIN 592451713, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $558M to $803M (+43.8%) while covered participants moved from 7,567 to 9,044 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,567 | $558M | Open filing |
| 2023 | 7,986 | $688M | This page |
| 2024 · index core | 9,044 | $803M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan (Other, $803M, 9,044 participants)
- H. Lee Moffitt Cancer Center & Research Inst, Inc. Retire Plan (401(k), $505M, 6,978 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to H. Lee Moffitt Cancer Center and Research by total assets, not by location.
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund (IL) $689M · 6,507
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $690M · 8,893
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) $684M · 1,895
- Asante 403b Plan (OR) $684M · 5,682
Frequently Asked Questions
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Filing takeaways
Ways to act on H. Lee Moffitt Cancer Center and Research's numbers.
- By total assets, H. Lee Moffitt Cancer Center and Research ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- H. Lee Moffitt Cancer Center and Research Institute's sponsor-wide assets have grown 44.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans