401(k) · DOL Form 5500 · 2023

Adventhealth Benefits Administrative Committee 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
279
Participants Below avg headcount
36th
Percentile by assets National rank
$10,860
Avg per participant Low balance/head
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Official DOL plan name: Adventhealth Consolidated ERISA 401(a) Plan · Sponsored by Adventhealth Benefits Administrative Committee · Florida · Healthcare & Social Assistance

$3M in assets, 279 participants

Adventhealth Benefits Administrative Committee's Adventhealth Consolidated ERISA 401(a) Plan reported $3M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,526 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Adventhealth Consolidated ERISA 401(a) Plan covers 279 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#6,526
in Healthcare & Social Assistance (17,684 peers)
-5.4%
assets change YoY

The plan reported a net loss of $173K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adventhealth Consolidated ERISA 401(a) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Adventhealth Consolidated ERISA 401(a) Plan vs every filed plan by assets

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

$3,030,037 36th percentile higher than 36% 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

Adventhealth Consolidated ERISA 401(a) 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. Adventhealth Consolidated ERISA 401(a) Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adventhealth Consolidated ERISA 401(a) Plan reported net income rose from -$1M in the plan year 2022 filing to -$173K in the plan year 2023 filing.
  • Adventhealth Consolidated ERISA 401(a) Plan reported participants fell from 306 in the plan year 2022 filing to 279 in the plan year 2023 filing.
  • Adventhealth Consolidated ERISA 401(a) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592170012 · Adventhealth Benefits Administrative Committee PY 2023 · 401(k)

Adventhealth Consolidated ERISA 401(a) Plan · $3M · 279 · 36th

  • EIN $3M
  • RANK 279
  • PHOTO 36th
  • IND 401(k)
  • EOY near Gilliam, Wharram & Co., P.C. 401(k) Plan
  • 5500 ind #6526

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 →

Adventhealth Consolidated ERISA 401(a) Plan in the asset neighbourhood

Adventhealth Consolidated ERISA 401(a) PlanAdventhealth Consolidated ER…$3MGilliam, Wharram & Co., P.C. 401(k) PlanGilliam, Wharram & Co., P.C.…$3MMack's Hardware & Home, Inc. 401(k) PlanMack's Hardware & Home, Inc.…$3MMichael Kalus Md Profit Sharing & 401(k) PlanMichael Kalus Md Profit Shar…$3MNelson Pipeline Constructors, LLC 401(k) Savings PlanNelson Pipeline Constructors…$3M
End-of-year total assets ($M) among Adventhealth Consolidated ERISA 401(a) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$173K
Employer EIN592170012
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adventhealth Benefits Administrative Committee)

Sponsor-wide plan assets over time

All Adventhealth Benefits Administrative Committee plans reported in each filing year

Latest sponsor-wide plan assets
$452M 514.2903824859128% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $73.6M $452M ▲ +514.3%
Year Plans Participants Total Assets
2022 2 3,319 $74M
2023 2 2,957 $77M
2024 2 842 $452M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Adventhealth Consolidated ERISA 401(a) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Adventhealth Consolidated ERISA 401(a) Plan, Total assets ($B): 0.003030037 · Participants: 279Adventhealth Consolidated ERISA 401(a) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Adventhealth Consolidated ERISA 401(a) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Adventhealth Consolidated ERISA 401(a) Plan side-by-side with 3 peers →

Adventhealth Consolidated ERISA 401(a) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gilliam, Wharram & Co., P.C. 401(k) Plan in TX ($3M); by covered participants it is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Adventhealth Consolidated ERISA 401(a) Plan assets move in 2023? ▼
Adventhealth Consolidated ERISA 401(a) Plan pulled back noticeably - down 5.4% during 2023, from $3M to $3M. Reported net income was -$173K.
How have Adventhealth Benefits Administrative Committee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adventhealth Benefits Administrative Committee's sponsor-wide assets grew 514.3%, from $74M to $452M.
Which 401(k) plans are similar in size to Adventhealth Consolidated ERISA 401(a) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gilliam, Wharram & Co., P.C. 401(k) Plan in TX ($3M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Adventhealth Consolidated ERISA 401(a) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants, $58M 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 592170012.

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.