Other · DOL Form 5500 · 2023

Chapters Health System, Inc. Retirement Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
2,073
Participants Near avg headcount
89th
Percentile by assets National rank
$36,376
Avg per participant Low balance/head
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Official DOL plan name: Chapters Health System, Inc. Retirement Plan · Sponsored by Chapters Health System, Inc. · Florida · Healthcare & Social Assistance

$75M in assets, 2,073 participants

Chapters Health System, Inc.'s Chapters Health System, Inc. Retirement Plan reported $75M in total assets and 2,073 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,042 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Chapters Health System, Inc. Retirement Plan covers 2,073 participants in Florida, 3.3x the typical Florida plan (state average ~628 per filing). Assets: $75M.

#16,042
in Healthcare & Social Assistance (17,684 peers)
+23.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Chapters Health System, Inc. Retirement Plan's outsized position by total assets

Chapters Health System, Inc. Retirement Plan vs every filed plan by assets

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

$75,406,517 Top 11% higher than 89% 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

Chapters Health System, Inc. Retirement 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. Chapters Health System, Inc. Retirement Plan lands in the large band (2,073 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chapters Health System, Inc. Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Chapters Health System, Inc. Retirement Plan reported participants rose from 1,394 in the plan year 2022 filing to 2,073 in the plan year 2023 filing.
  • Chapters Health System, Inc. Retirement Plan end-of-year assets rose from $61M in the plan year 2022 filing to $75M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592264957 · Chapters Health System, Inc. PY 2023 · Other

Chapters Health System, Inc. Retirement Plan · $75M · 2,073 · 89th

  • TYPE $75M
  • NET 2,073
  • BOOK 89th
  • VS-ST Other
  • BOY near Wayne Unc 403(b) Plan
  • SCH ind #16042

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 →

Chapters Health System, Inc. Retirement Plan in the asset neighbourhood

Olean General Hospital Savings Incentive PlanOlean General Hospital Savin…$76MWayne Unc 403(b) Plan$75MChapters Health System, Inc. Retirement PlanChapters Health System, Inc.…$75MJohns Hopkins University Tax Sheltered Annuity Program for Former Employees of Johns Hopkins Bayview PhysiciansJohns Hopkins University Tax…$75MAnna Jaques 403(b) Retirement PlanAnna Jaques 403(b) Retiremen…$75M
End-of-year total assets ($M) among Chapters Health System, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$75M
Net Income$14M
Employer EIN592264957
Plan Effective Date1993-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chapters Health System, Inc.)

Sponsor-wide plan assets over time

All Chapters Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152M 147.74419368716275% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $61.3M $152M ▲ +147.8%
Year Plans Participants Total Assets
2022 1 1,394 $61M
2023 1 2,073 $75M
2024 1 3,297 $152M

Nearby Other Plans in Florida

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

Chapters Health System, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Chapters Health System, Inc. Retirement Plan, Total assets ($B): 0.075406517 · Participants: 2073Chapters Health System, Inc. Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Chapters Health System, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Chapters Health System, Inc. Retirement Plan side-by-side with 3 peers →

Chapters Health System, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Wayne Unc 403(b) Plan in NC ($75M); by covered participants it is Southeastern Regional Medical Center Tax-Deferred Savings Plan in NC (2,074 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,073 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 Chapters Health System, Inc. Retirement Plan assets move in 2023? ▼
Chapters Health System, Inc. Retirement Plan grew sharply - up 23.0% during 2023, from $61M to $75M. Reported net income was $14M.
How have Chapters Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chapters Health System, Inc.'s sponsor-wide assets grew 147.7%, from $61M to $152M.
Where does Chapters Health System, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Chapters Health System, Inc. Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Chapters Health System, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wayne Unc 403(b) Plan in NC ($75M, 1,578 participants).
Which Other plans cover a similar participant headcount to Chapters Health System, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Southeastern Regional Medical Center Tax-Deferred Savings Plan in NC (2,074 participants, $123M 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 592264957.

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.