Other · DOL Form 5500 · 2023
H. Lee Moffitt Cancer Center and Research Institute Retirement Plan
Data updated 2026-08-25
- $688M
- Total assets Above avg plan size
- 7,986
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $86,154
- Avg per participant Below avg balance/head
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.
- #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.
- #17,366
- in Healthcare & Social Assistance (17,684 peers)
- +23.2%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
H. Lee Moffitt Cancer Center and Research's outsized position by total assets
H. Lee Moffitt Cancer Center and Research vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$688,024,704 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
H. Lee Moffitt Cancer Center and Research'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. H. Lee Moffitt Cancer Center and Research lands in the large band (7,986 participants).
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.
DOL schedule card
Filing strip 592451713 · H. Lee Moffitt Cancer Center and Research Institute PY 2023 · Other
H. Lee Moffitt Cancer Center and Research · $688M · 7,986 · 98th
- IND $688M
- IND 7,986
- IND 98th
- IND Other
- IND near Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund
- IND ind #17366
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 →
H. Lee Moffitt Cancer Center and Research in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All H. Lee Moffitt Cancer Center and Research Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 44.00513303383139% vs 2022
- 2024 filing year
| 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.
- 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)
H. Lee Moffitt Cancer Center and Research's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund in IL ($689M); by covered participants it is Maimonides Medical Center Tax Deferred Retirement in NY (8,000 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($688M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,986 participants); asset peers above are excluded.
- Maimonides Medical Center Tax Deferred Retirement (NY) 8,000 · 14 off
- Nebraska Methodist Health System Defined Contribution Retirement Plan (NE) 8,014 · 28 off
- Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan (NY) 7,957 · 29 off
- Princeton University Retirement Savings Plan (NJ) 7,955 · 31 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.