Other · DOL Form 5500 · 2024

Lee Health System, Inc. Retirement Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg: 16,909
Participants Very large workforce: 99th
Percentile by assets National rank: $75,739
Avg per participant Below avg balance/head

Official DOL plan name: Lee Health System 403(b) Retirement Plan · Sponsored by Lee Health System, Inc. · Florida · Healthcare & Social Assistance

$1.3B in assets, 16,909 participants

Lee Health System, Inc.'s Lee Health System 403(b) Retirement Plan reported $1.3B in total assets and 16,909 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

#16,733 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Lee Health System 403(b) Retirement Plan covers 16,909 participants in Florida, 27x the typical Florida plan (state average ~628 per filing). Assets: $1.3B.

#16,733
in Healthcare & Social Assistance (16,916 peers): $50M
reported net income: 13×
vs typical plan assets (national mean)

Lee Health System 403(b) Retirement Plan's outsized position by total assets

Lee Health System 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,280,676,448 Top 1% higher than 99% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lee Health System 403(b) Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Health System 403(b) Retirement Plan is a mega filing (16,909 participants), the rightmost band on the breakdown.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 992646504 · Lee Health System, Inc. PY 2024 · Other

Lee Health System 403(b) Retirement Plan · $1.3B · 16,909 · 99th

PHOTO $1.3B
IND 16,909
EOY 99th
5500 Other
ASSETS near Hofstra University Pension Plan
PCT ind #16733

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 →

End-of-year total assets ($B) among Lee Health System 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$1.3B
Net Income	$50M
Employer EIN	992646504
Plan Effective Date	1982-11-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Florida

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

Lee Health System 403(b) Retirement Plan vs. nearby Other plans in Florida, assets vs. participants

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
University of Miami Retirement Savings Plan $2.1B · 12,711
Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
Defined Contribution Retirement Plan for Faculty of the University of Miami $1.2B · 928

Compare Lee Health System 403(b) Retirement Plan side-by-side with 3 peers →

Lee Health System 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Hofstra University Pension Plan in NY ($1.3B); by covered participants it is The Tax Sheltered Annuity Plan of Texas Children's Hospital in TX (16,971 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.3B here).

Hofstra University Pension Plan (NY) $1.3B · 2,309
Brown Health 403(b) Retirement Plan (RI) $1.3B · 9,054
New York University Supplemental Tax Deferred Annuity Plan (NY) $1.3B · 12,441
Atlantic Health System 403(b) Retirement Savings Plan (NJ) $1.3B · 21,490

Similar participant headcount

Nearest other-state filings by covered participants (16,909 participants); asset peers above are excluded.

The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) 16,971 · 62 off
Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) 16,823 · 86 off
Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,081 · 172 off
Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) 16,666 · 243 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Lee Health System 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼

Lee Health System 403(b) Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Other plans are similar in size to Lee Health System 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Hofstra University Pension Plan in NY ($1.3B, 2,309 participants).

Which Other plans cover a similar participant headcount to Lee Health System 403(b) Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is The Tax Sheltered Annuity Plan of Texas Children's Hospital in TX (16,971 participants, $2.1B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 992646504.