Other · DOL Form 5500 · 2023

Empath-Stratum, Inc. Retirement Plan

Data updated 2026-08-11

$133M
Total assets
2,464
Participants
93rd
Percentile by assets
$53,794
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$133M
total plan assets (2023 EOY)
2,464
covered participants
93rd
percentile by assets (of 127,072 plans)
$53,794
avg assets per participant

Where Empath Health 403(b) Plan sits 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

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

  • 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.

See the national 2022→2023 release diff →

State
Florida
Industry
Healthcare & Social Assistance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Empath Health 403(b) Plan reports 2,464 participants - 3.9x that state average ($133M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$133M
Net Income$15M
Employer EIN851356625
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empath-Stratum, Inc.)

$80M$100M$120M$140M$160M 202220232024 $101M $145M ▲ +44.3%
Total plan assets by year, all Empath-Stratum, Inc. plans on file
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.

Empath Health 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Empath Health 403(b)…, Total assets ($B): 0.132549059 · Participants: 2464Empath Health 403(b)…Baptist Health South…, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South…University of Miami …, Total assets ($B): 1.720804746 · Participants: 12683University of Miami …Orlando Health Retir…, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retir…Defined Contribution…, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution…The Nemours Foundati…, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundati…
Empath Health 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Empath Health 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Empath Health 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Empath Health 403(b) Plan assets move in 2023? ▼
Empath Health 403(b) Plan surged - up 31.6% during 2023, from $101M to $133M. Reported net income was $15M.
How have Empath-Stratum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Empath-Stratum, Inc.'s sponsor-wide assets grew 44.3%, from $101M to $145M.
Where does Empath Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Empath Health 403(b) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Empath Health 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Merakey 403(b) Plan in PA ($133M, 8,260 participants).

Next read for Empath Health 403(b) Plan

Filing takeaways

Ways to act on Empath Health 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 851356625.

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.