Other · DOL Form 5500 · 2023

Miami Jewish Health Systems Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
873
Participants Near avg headcount
78th
Percentile by assets National rank
$31,752
Avg per participant Low balance/head
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Official DOL plan name: Miami Jewish Health Systems Retirement Plan · Sponsored by Miami Jewish Health Systems · Florida · Healthcare & Social Assistance

$28M in assets, 873 participants

Miami Jewish Health Systems's Miami Jewish Health Systems Retirement Plan reported $28M in total assets and 873 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,401 in Healthcare & Social Assistance (17,684 peers)

Where Miami Jewish Health Systems Retirement Plan sits by assets

Miami Jewish Health Systems Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 873 participants (~$31,752/participant), up 18.7% in 2023.

#14,401
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Miami Jewish Health Systems Retirement Plan's outsized position by total assets

Miami Jewish Health Systems Retirement Plan vs every filed plan by assets

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

$27,719,814 Top 22% higher than 78% 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

Miami Jewish Health Systems Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miami Jewish Health Systems Retirement Plan sits mid-pack in the medium band (873 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miami Jewish Health Systems Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Miami Jewish Health Systems Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Miami Jewish Health Systems Retirement Plan reported participants rose from 772 in the plan year 2022 filing to 873 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590624414 · Miami Jewish Health Systems PY 2023 · Other

Miami Jewish Health Systems Retirement Plan · $28M · 873 · 78th

  • NET $28M
  • BOOK 873
  • VS-ST 78th
  • BOY Other
  • SCH near Honorbridge Retirement Plan
  • EBSA ind #14401

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 →

Miami Jewish Health Systems Retirement Plan in the asset neighbourhood

Honorbridge Retirement Plan$28MMiami Jewish Health Systems Retirement PlanMiami Jewish Health Systems …$28MTax Sheltered Annuity Plan of Denver Zoological FoundationTax Sheltered Annuity Plan o…$28MOrange County Head Start Inc Retirement Saving PlanOrange County Head Start Inc…$28MHudson Hospital, Inc. 403(b) PlanHudson Hospital, Inc. 403(b)…$28M
End-of-year total assets ($M) among Miami Jewish Health Systems Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN590624414
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miami Jewish Health Systems)

Sponsor-wide plan assets over time

All Miami Jewish Health Systems plans reported in each filing year

Latest sponsor-wide plan assets
$30M 29.668451849095927% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.4M $30.3M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 772 $23M
2023 1 873 $28M
2024 1 903 $30M

Nearby Other Plans in Florida

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

Miami Jewish Health Systems Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Miami Jewish Health Systems Retirement Plan, Total assets ($B): 0.027719814 · Participants: 873Miami Jewish Health Systems 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
Miami Jewish Health Systems Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Miami Jewish Health Systems Retirement Plan side-by-side with 3 peers →

Miami Jewish Health Systems Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Honorbridge Retirement Plan in NC ($28M); by covered participants it is Acds 403(b) Plan in NY (873 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (873 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 Miami Jewish Health Systems Retirement Plan assets move in 2023? ▼
Miami Jewish Health Systems Retirement Plan grew sharply - up 18.7% during 2023, from $23M to $28M. Reported net income was $4M.
How have Miami Jewish Health Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miami Jewish Health Systems's sponsor-wide assets grew 29.7%, from $23M to $30M.
Where does Miami Jewish Health Systems Retirement Plan rank by assets among Form 5500 filers? ▼
Miami Jewish Health Systems Retirement Plan ranks in the 78th 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 Miami Jewish Health Systems Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Honorbridge Retirement Plan in NC ($28M, 183 participants).
Which Other plans cover a similar participant headcount to Miami Jewish Health Systems Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Acds 403(b) Plan in NY (873 participants, $4M 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 590624414.

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.