Other · DOL Form 5500 · 2023
Tallahassee Memorial Healthcare Inc Retirement Plan
Data updated 2026-08-25
- $172M
- Total assets Near avg plan size
- 5,230
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $32,821
- Avg per participant Low balance/head
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.
- #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.
- #16,776
- in Healthcare & Social Assistance (17,684 peers)
- +16.6%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan's outsized position by total assets
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$171,654,675 Top 6% higher than 94% 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
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan'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. Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan lands in the large band (5,230 participants).
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.
Plan-year Form 5500 strip
Filing strip 591917016 · Tallahassee Memorial Healthcare Inc PY 2023 · Other
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan · $172M · 5,230 · 94th
- PHOTO $172M
- PHOTO 5,230
- PHOTO 94th
- PHOTO Other
- PHOTO near Exeter Health Resources 403(b) Retirement Savings Plan
- PHOTO ind #16776
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 →
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Tallahassee Memorial Healthcare Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $621M 20.42027239647869% vs 2022
- 2024 filing year
| 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.
- 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)
Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Exeter Health Resources 403(b) Retirement Savings Plan in NH ($171M); by covered participants it is University Health System, Inc. 403(b) Plan in TN (5,227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($172M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,230 participants); asset peers above are excluded.
- University Health System, Inc. 403(b) Plan (TN) 5,227 · 3 off
- Monument Health, Inc. 403(b) Plan (SD) 5,203 · 27 off
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) 5,197 · 33 off
- Hartford Healthcare 403(b)Plan (CT) 5,192 · 38 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.