Profit Sharing · DOL Form 5500 · 2023

Citrus Health Network, Inc Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,207
Participants Near avg headcount
53rd
Percentile by assets National rank
$6,485
Avg per participant Low balance/head
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Official DOL plan name: Citrus Health Network, Inc. ERISA 403(b) Plan · Sponsored by Citrus Health Network, Inc · Florida · Healthcare & Social Assistance

$8M in assets, 1,207 participants

Citrus Health Network, Inc's Citrus Health Network, Inc. ERISA 403(b) Plan reported $8M in total assets and 1,207 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,409 in Healthcare & Social Assistance (17,684 peers)

Citrus Health Network, Inc multi-year trail

Citrus Health Network, Inc's plans moved +20.7% in assets from 2022 to 2024; this filing shows Citrus Health Network, Inc. ERISA 403(b) Plan at $8M / 1,207 participants.

#10,409
in Healthcare & Social Assistance (17,684 peers)
+20.8%
assets growth YoY

Citrus Health Network, Inc. ERISA 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Citrus Health Network, Inc. ERISA 403(b) Plan vs every filed plan by assets

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

$7,826,876 Top 47% higher than 53% 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

Citrus Health Network, Inc. ERISA 403(b) 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. Citrus Health Network, Inc. ERISA 403(b) Plan lands in the large band (1,207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citrus Health Network, Inc. ERISA 403(b) Plan reported net income rose from -$503K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Citrus Health Network, Inc. ERISA 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Citrus Health Network, Inc. ERISA 403(b) Plan reported participants rose from 1,112 in the plan year 2022 filing to 1,207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591865751 · Citrus Health Network, Inc PY 2023 · Profit Sharing

Citrus Health Network, Inc. ERISA 403(b) Plan · $8M · 1,207 · 53rd

  • NET $8M
  • NET 1,207
  • NET 53rd
  • NET Profit Sharing
  • NET near Iron & Metals Inc Profit Sharing Plan
  • NET ind #10409

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 →

Citrus Health Network, Inc. ERISA 403(b) Plan in the asset neighbourhood

Citrus Health Network, Inc. ERISA 403(b) PlanCitrus Health Network, Inc. …$8MIron & Metals Inc Profit Sharing PlanIron & Metals Inc Profit Sha…$8MLife, Inc. Retirement Plan and TrustLife, Inc. Retirement Plan a…$8MAble Sales Co. Inc. Savings and Investment PlanAble Sales Co. Inc. Savings …$8MVermont Housing & Conservation Board Profit Sharing PlanVermont Housing & Conservati…$8M
End-of-year total assets ($M) among Citrus Health Network, Inc. ERISA 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Citrus Health Network, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Citrus Health Network, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.70645962115598% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.48M $7.82M ▲ +20.7%
Year Plans Participants Total Assets
2022 2 1,112 $6M
2023 2 1,207 $8M
2024 2 1,290 $8M

Citrus Health Network, Inc filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN591865751
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Citrus Health Network, Inc. ERISA 403(b) Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Citrus Health Network, Inc. ERISA 403(b) Plan, Total assets ($B): 0.007826876 · Participants: 1207Citrus Health Network, Inc. ERISA 403(b) PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Citrus Health Network, Inc. ERISA 403(b) Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Citrus Health Network, Inc. ERISA 403(b) Plan side-by-side with 3 peers →

Citrus Health Network, Inc. ERISA 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Iron & Metals Inc Profit Sharing Plan in CO ($8M); by covered participants it is Plumbers & Steamfitters Local 137-353 Annuity Fund in IL (1,207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,207 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 Citrus Health Network, Inc. ERISA 403(b) Plan assets move in 2023? ▼
Citrus Health Network, Inc. ERISA 403(b) Plan grew sharply - up 20.8% during 2023, from $6M to $8M. Reported net income was $1M.
How have Citrus Health Network, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus Health Network, Inc's sponsor-wide assets grew 20.7%, from $6M to $8M.
Which Profit Sharing plans are similar in size to Citrus Health Network, Inc. ERISA 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iron & Metals Inc Profit Sharing Plan in CO ($8M, 44 participants).
Which Profit Sharing plans cover a similar participant headcount to Citrus Health Network, Inc. ERISA 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbers & Steamfitters Local 137-353 Annuity Fund in IL (1,207 participants, $15M 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 591865751.

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.