401(k) · DOL Form 5500 · 2023

Adventhealth Benefits Administrative Committee 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
2,678
Participants Above avg headcount
89th
Percentile by assets National rank
$27,740
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adventhealth Consolidated ERISA 403(b) Plan · Sponsored by Adventhealth Benefits Administrative Committee · Florida · Healthcare & Social Assistance

$74M in assets, 2,678 participants

Adventhealth Benefits Administrative Committee's Adventhealth Consolidated ERISA 403(b) Plan reported $74M in total assets and 2,678 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.

  • #16,028 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Adventhealth Consolidated ERISA 403(b) Plan covers 2,678 participants in Florida, 4.3x the typical Florida plan (state average ~628 per filing). Assets: $74M.

#16,028
in Healthcare & Social Assistance (17,684 peers)
+5.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Adventhealth Consolidated ERISA 403(b) Plan's outsized position by total assets

Adventhealth Consolidated ERISA 403(b) Plan vs every filed plan by assets

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

$74,286,415 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

Adventhealth Consolidated ERISA 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. Adventhealth Consolidated ERISA 403(b) Plan lands in the large band (2,678 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adventhealth Consolidated ERISA 403(b) Plan reported net income rose from -$26M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Adventhealth Consolidated ERISA 403(b) Plan reported participants fell from 3,013 in the plan year 2022 filing to 2,678 in the plan year 2023 filing.
  • Adventhealth Consolidated ERISA 403(b) Plan end-of-year assets rose from $70M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Adventhealth Consolidated ERISA 403(b) Plan · $74M · 2,678 · 89th

  • PHOTO $74M
  • PHOTO 2,678
  • PHOTO 89th
  • PHOTO 401(k)
  • PHOTO near Pdf Solutions, Inc. 401(k) Plan
  • PHOTO ind #16028

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 403(b) Plan in the asset neighbourhood

Permobil, Inc. 401(k) Profit Sharing and TrustPermobil, Inc. 401(k) Profit…$74MAdventhealth Consolidated ERISA 403(b) PlanAdventhealth Consolidated ER…$74MPdf Solutions, Inc. 401(k) PlanPdf Solutions, Inc. 401(k) P…$74MHarris 401(k) Profit Sharing PlanHarris 401(k) Profit Sharing…$74MUnited Federal Credit Union 401(k) PlanUnited Federal Credit Union …$74M
End-of-year total assets ($M) among Adventhealth Consolidated ERISA 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$74M
Net Income$5M
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 403(b) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Adventhealth Consolidated ERISA 403(b) Plan, Total assets ($B): 0.074286415 · Participants: 2678Adventhealth Consolidated ERISA 403(b) 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 403(b) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Adventhealth Consolidated ERISA 403(b) Plan side-by-side with 3 peers →

Adventhealth Consolidated ERISA 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pdf Solutions, Inc. 401(k) Plan in CA ($74M); by covered participants it is Ames Construction, Inc. Retirement Savings Plan in MN (2,678 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,678 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 403(b) Plan assets move in 2023? ▼
Adventhealth Consolidated ERISA 403(b) Plan grew at a solid clip - up 5.5% during 2023, from $70M to $74M. Reported net income was $5M.
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.
Where does Adventhealth Consolidated ERISA 403(b) Plan rank by assets among Form 5500 filers? ▼
Adventhealth Consolidated ERISA 403(b) 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 401(k) plans are similar in size to Adventhealth Consolidated ERISA 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pdf Solutions, Inc. 401(k) Plan in CA ($74M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Adventhealth Consolidated ERISA 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ames Construction, Inc. Retirement Savings Plan in MN (2,678 participants, $200M 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.