401(k) · DOL Form 5500 · 2023
H. Lee Moffitt Cancer Center and Research Institute, Inc. 401(k) Plan
Data updated 2026-08-11
- $430M
- Total assets
- 6,428
- Participants
- 97th
- Percentile by assets
- $66,935
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $430M
- total plan assets (2023 EOY)
- 6,428
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $66,935
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. H. Lee Moffitt Cancer Center and Research Institute, Inc. reports 6,428 participants - 10x that state average ($430M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $350M |
|---|---|
| Net Assets (End of Year) | $430M |
| Net Income | $81M |
| Employer EIN | 592451713 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H. Lee Moffitt Cancer Center and Research Institute, Inc.)
| 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
- 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 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 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 401(k) Plans Nationally
401(k) plans in other states closest to H. Lee Moffitt Cancer Center and Research Institute, Inc. by total assets, not by location.
- Absopure Water Company, Et Al. 401(k) Profit Sharing Plan (MI) $430M · 4,247
- Solenis, LLC Employee Savings Plan (DE) $430M · 1,751
- The F.W. Webb Company Savings & Profit Sharing Plan (MA) $431M · 3,144
- Wakefern Food Corporation 401(k) Savings Plan (NJ) $431M · 1,834
Frequently Asked Questions
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Filing takeaways
Ways to act on H. Lee Moffitt Cancer Center and Research Institute, Inc.'s numbers.
- By total assets, H. Lee Moffitt Cancer Center and Research Institute, Inc. 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
- H. Lee Moffitt Cancer Center and Research Institute, Inc.'s sponsor-wide assets have grown 44.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans