Other · DOL Form 5500 · 2023
Empath-Stratum, Inc. Retirement Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 2,464
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $53,794
- Avg per participant Low balance/head
Official DOL plan name: Empath Health 403(b) Plan · Sponsored by Empath-Stratum, Inc. · Florida · Healthcare & Social Assistance
$133M in assets, 2,464 participants
Empath-Stratum, Inc.'s Empath Health 403(b) Plan reported $133M in total assets and 2,464 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,596 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Empath Health 403(b) Plan covers 2,464 participants in Florida, 3.9x the typical Florida plan (state average ~628 per filing). Assets: $133M.
- #16,596
- in Healthcare & Social Assistance (17,684 peers)
- +31.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Empath Health 403(b) Plan's outsized position by total assets
Empath Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$132,549,059 Top 7% higher than 93% 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
Empath Health 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. Empath Health 403(b) Plan lands in the large band (2,464 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Empath Health 403(b) Plan reported net income rose from -$15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Empath Health 403(b) Plan reported participants rose from 1,155 in the plan year 2022 filing to 2,464 in the plan year 2023 filing.
- Empath Health 403(b) Plan end-of-year assets rose from $101M in the plan year 2022 filing to $133M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 851356625 · Empath-Stratum, Inc. PY 2023 · Other
Empath Health 403(b) Plan · $133M · 2,464 · 93rd
- 5500 $133M
- ASSETS 2,464
- PCT 93rd
- EIN Other
- RANK near Merakey 403(b) Plan
- PHOTO ind #16596
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 →
Empath Health 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $15M |
| Employer EIN | 851356625 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empath-Stratum, Inc.)
Sponsor-wide plan assets over time
All Empath-Stratum, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 44.28032107152955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,155 | $101M |
| 2023 | 1 | 2,464 | $133M |
| 2024 | 1 | 2,528 | $145M |
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
Empath Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Merakey 403(b) Plan in PA ($133M); by covered participants it is Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan in VA (2,458 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- Merakey 403(b) Plan (PA) $133M · 8,260
- Wagner College Defined Contribution Retirement Plan (NY) $133M · 404
- The College of St. Scholastica 403(b) Retirement Plan (MN) $133M · 678
- Mcdaniel College Defined Contribution Retirement Plan (MD) $132M · 876
Similar participant headcount
Nearest other-state filings by covered participants (2,464 participants); asset peers above are excluded.
- Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan (VA) 2,458 · 6 off
- University of St. Thomas Retirement Plan (MN) 2,481 · 17 off
- Hunterdon Healthcare 403(b) Retirement Savings Plan (NJ) 2,483 · 19 off
- Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan (IN) 2,484 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.