Other · DOL Form 5500 · 2024
Lee Health System, Inc. Retirement Plan
Data updated 2026-07-24
- $1.3B
- Total assets
- 16,909
- Participants
- 99th
- Percentile by assets
- $75,739
- Avg per participant
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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Florida
Lee Health System 403(b) Retirement Plan covers 16,909 participants in Florida, 27x the typical Florida plan (state average ~631 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2024 EOY)
- 16,909
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $75,739
- avg assets per participant
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Lee Health System 403(b) Retirement Plan reports 16,909 participants - 27x that state average ($1.3B EOY assets).
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lee Health System 403(b) Retirement Plan by total assets, not by location.
- Hofstra University Pension Plan (NY) $1.3B · 2,309
- 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
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) $1.3B · 11,691
Frequently Asked Questions
Where does Lee Health System 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lee Health System 403(b) Retirement Plan? ▼
Next read for Lee Health System 403(b) Retirement Plan
Filing takeaways
Ways to act on Lee Health System 403(b) Retirement Plan's numbers.
- By total assets, Lee Health System 403(b) Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
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.
Read our methodology - how this data is sourced, computed, and verified.