Profit Sharing · DOL Form 5500 · 2023

Citrus Health Network, Inc Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
1,207
Participants
53rd
Percentile by assets
$6,485
Avg per participant
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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.

  • 53rd percentile by assets (of 127,072 plans)
  • #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.

$8M
total plan assets (2023 EOY)
1,207
covered participants
53rd
percentile by assets (of 127,072 plans)
$6,485
avg assets per participant

Where Citrus Health Network, Inc. ERISA 403(b) Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Florida
Industry
Healthcare & Social Assistance

Citrus Health Network, Inc across 3 plan years on file

Across the 3 plan years Citrus Health Network, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $8M, a gain of 20.7%, while reported participants moved from 1,112 to 1,290 (+16.0%). Peak year by sponsor assets: 2023 ($8M); trough: 2022 ($6M).

Citrus Health Network, Inc multi-year asset trail

$6M$6.5M$7M$7.5M$8M 202220232024 $6.48M $7.82M ▲ +20.7%
Total plan assets by year, all Citrus Health Network, Inc plans on file
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 ($B) Participants Citrus Health Networ…, Total assets ($B): 0.007826876 · Participants: 1207Citrus Health Networ…Retirement Wealth Bu…, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Bu…Raymond James Financ…, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financ…Orlando Health, Inc.…, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc.…Shands Health Care M…, Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care M…American Maritime Of…, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Of…
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)… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Citrus Health Network, Inc. ERISA 403(b) Plan by total assets, not by location.

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).

Next read for Citrus Health Network, Inc. ERISA 403(b)…

Multi-year trail

Ways to act on Citrus Health Network, Inc. ERISA 403(b) Plan's numbers.

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.