Other · DOL Form 5500 · 2023
Tallahassee Memorial Healthcare Inc Retirement Plan
Data updated 2026-08-11
- $172M
- Total assets
- 5,230
- Participants
- 94th
- Percentile by assets
- $32,821
- Avg per participant
Official DOL plan name: Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan · Sponsored by Tallahassee Memorial Healthcare Inc · Florida · Healthcare & Social Assistance
$172M in assets, 5,230 participants
Tallahassee Memorial Healthcare Inc's Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan reported $172M in total assets and 5,230 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #16,776 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan covers 5,230 participants in Florida, 8.3x the typical Florida plan (state average ~628 per filing). Assets: $172M.
- $172M
- total plan assets (2023 EOY)
- 5,230
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $32,821
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan reported net income rose from -$29M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan end-of-year assets rose from $147M in the plan year 2022 filing to $172M in the plan year 2023 filing.
- Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan reported participants rose from 4,580 in the plan year 2022 filing to 5,230 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan reports 5,230 participants - 8.3x that state average ($172M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $172M |
| Net Income | $24M |
| Employer EIN | 591917016 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tallahassee Memorial Healthcare Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,301 | $780M |
| 2023 | 3 | 8,783 | $608M |
| 2024 | 4 | 10,623 | $621M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan 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 Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan reports $172M in end-of-year assets across 5,230 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $32,821 per participant (24% of the national average assets-per-participant) . Net income for plan year 2023 was $24M.
This plan identity (EIN 591917016, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $147M to $176M (+19.3%) while covered participants moved from 4,580 to 5,035 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,580 | $147M | Open filing |
| 2023 | 5,230 | $172M | This page |
| 2024 · index core | 5,035 | $176M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Pension Plan of Tallahassee Memorial Healthcare, Inc. (Defined Benefit (Pension), $250M, 451 participants)
- Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan (401(k), $193M, 5,035 participants)
- Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan (401(k), $176M, 5,035 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan by total assets, not by location.
- Exeter Health Resources 403(b) Retirement Savings Plan (NH) $171M · 2,533
- Ochsner Clinic Foundation 403(b) Plan (LA) $171M · 32,372
- Metropolitan Jewish Health System, Inc. 403(b) Plan (NY) $171M · 2,839
- Robert Morris University Defined Contribution Retirement Plan (PA) $171M · 413
Frequently Asked Questions
How did Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan assets move in 2023? ▼
How have Tallahassee Memorial Healthcare Inc plan assets changed over time? ▼
Where does Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan? ▼
Next read for Tallahassee Memorial Healthcare 403(b) R…
Filing takeaways
Ways to act on Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan's numbers.
- By total assets, Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Tallahassee Memorial Healthcare Inc's sponsor-wide assets have declined 20.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans