401(k) · DOL Form 5500 · 2023

H. Lee Moffitt Cancer Center and Research Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$430M
Total assets Above avg plan size
6,428
Participants Above avg headcount
97th
Percentile by assets National rank
$66,935
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H. Lee Moffitt Cancer Center and Research Institute, Inc. · Sponsored by H. Lee Moffitt Cancer Center and Research Institute, Inc. · Florida · Healthcare & Social Assistance

$430M in assets, 6,428 participants

H. Lee Moffitt Cancer Center and Research Institute, Inc.'s H. Lee Moffitt Cancer Center and Research Institute, Inc. reported $430M in total assets and 6,428 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,206 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

H. Lee Moffitt Cancer Center and Research Institute, Inc. covers 6,428 participants in Florida, 10x the typical Florida plan (state average ~628 per filing). Assets: $430M.

#17,206
in Healthcare & Social Assistance (17,684 peers)
+23.1%
assets growth YoY
4.3×
vs typical plan assets (national mean)

H. Lee Moffitt Cancer Center and Research Institute, Inc.'s outsized position by total assets

H. Lee Moffitt Cancer Center and Research Institute, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$430,259,683 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Institute, Inc.'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 Institute, Inc. lands in the large band (6,428 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. Lee Moffitt Cancer Center and Research Institute, Inc. reported net income rose from -$51M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • H. Lee Moffitt Cancer Center and Research Institute, Inc. end-of-year assets rose from $350M in the plan year 2022 filing to $430M in the plan year 2023 filing.
  • H. Lee Moffitt Cancer Center and Research Institute, Inc. reported participants rose from 5,945 in the plan year 2022 filing to 6,428 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592451713 · H. Lee Moffitt Cancer Center and Research Institute, Inc. PY 2023 · 401(k)

H. Lee Moffitt Cancer Center and Research Institute, Inc. · $430M · 6,428 · 97th

  • 5500 $430M
  • 5500 6,428
  • 5500 97th
  • 5500 401(k)
  • 5500 near Absopure Water Company, Et Al. 401(k) Profit Sharing Plan
  • 5500 ind #17206

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 Institute, Inc. in the asset neighbourhood

Wakefern Food Corporation 401(k) Savings PlanWakefern Food Corporation 40…$431MThe F.W. Webb Company Savings & Profit Sharing PlanThe F.W. Webb Company Saving…$431MAbsopure Water Company, Et Al. 401(k) Profit Sharing PlanAbsopure Water Company, Et A…$430MH. Lee Moffitt Cancer Center and Research Institute, Inc.H. Lee Moffitt Cancer Center…$430MSolenis, LLC Employee Savings PlanSolenis, LLC Employee Saving…$430M
End-of-year total assets ($M) among H. Lee Moffitt Cancer Center and Research Institute, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$350M
Net Assets (End of Year)$430M
Net Income$81M
Employer EIN592451713
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H. Lee Moffitt Cancer Center and Research Institute, Inc.)

Sponsor-wide plan assets over time

All H. Lee Moffitt Cancer Center and Research Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 44.00513303383139% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B 202220232024 $0.91B $1.31B ▲ +44.0%
Year Plans Participants Total Assets
2022 2 13,512 $908M
2023 2 14,414 $1.1B
2024 2 16,022 $1.3B

Nearby 401(k) Plans in Florida

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

H. Lee Moffitt Cancer Center and Research Institute, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants H. Lee Moffitt Cancer Center and Research Institute, Inc., Total assets ($B): 0.430259683 · Participants: 6428H. Lee Moffitt Cancer Center and Research Institute, Inc.L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
H. Lee Moffitt Cancer Center and Research Institute, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare H. Lee Moffitt Cancer Center and Research Institute, Inc. side-by-side with 3 peers →

Scale composition for H. Lee Moffitt Cancer Center and Research Institute, Inc.

H. Lee Moffitt Cancer Center and Research Institute, Inc. reports $430M in end-of-year assets across 6,428 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $66,935 per participant (48% of the national average assets-per-participant) . Net income for plan year 2023 was $81M.

This plan identity (EIN 592451713, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $350M to $505M (+44.3%) while covered participants moved from 5,945 to 6,978 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,945 $350M Open filing
2023 6,428 $430M This page
2024 · index core 6,978 $505M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

H. Lee Moffitt Cancer Center and Research Institute, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Absopure Water Company, Et Al. 401(k) Profit Sharing Plan in MI ($430M); by covered participants it is Freudenberg Companies 401(k) Retirement Plan in MI (6,427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,428 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did H. Lee Moffitt Cancer Center and Research Institute, Inc. assets move in 2023? ▼
H. Lee Moffitt Cancer Center and Research Institute, Inc. grew sharply - up 23.1% during 2023, from $350M to $430M. Reported net income was $81M.
How have H. Lee Moffitt Cancer Center and Research Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. Lee Moffitt Cancer Center and Research Institute, Inc.'s sponsor-wide assets grew 44.0%, from $908M to $1.3B.
Where does H. Lee Moffitt Cancer Center and Research Institute, Inc. rank by assets among Form 5500 filers? ▼
H. Lee Moffitt Cancer Center and Research Institute, Inc. ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to H. Lee Moffitt Cancer Center and Research Institute, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Absopure Water Company, Et Al. 401(k) Profit Sharing Plan in MI ($430M, 4,247 participants).
Which 401(k) plans cover a similar participant headcount to H. Lee Moffitt Cancer Center and Research Institute, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Freudenberg Companies 401(k) Retirement Plan in MI (6,427 participants, $572M in assets).

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 592451713.

Read our methodology - how this data is sourced, computed, and verified.

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