Other · DOL Form 5500 · 2024
H. Lee Moffitt Cancer Center Retirement Plan
Data updated 2026-08-25
- $803M
- Total assets Above avg plan size
- 9,044
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $88,765
- Avg per participant Below avg balance/head
Official DOL plan name: H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan · Sponsored by H. Lee Moffitt Cancer Center · Florida · Healthcare & Social Assistance
$803M in assets, 9,044 participants
H. Lee Moffitt Cancer Center's H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan reported $803M in total assets and 9,044 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,605 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan covers 9,044 participants in Florida, 14x the typical Florida plan (state average ~628 per filing). Assets: $803M.
- #16,605
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
- 8.1×
- vs typical plan assets (national mean)
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan's outsized position by total assets
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$802,787,962 Top 2% higher than 98% 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
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan lands in the large band (9,044 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan end-of-year assets rose from $688M in the plan year 2023 filing to $803M in the plan year 2024 filing.
- H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan reported participants rose from 7,986 in the plan year 2023 filing to 9,044 in the plan year 2024 filing.
- H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan reported net income fell from $130M in the plan year 2023 filing to $115M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 592451713 · H. Lee Moffitt Cancer Center PY 2024 · Other
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan · $803M · 9,044 · 98th
- VS-ST $803M
- VS-ST 9,044
- VS-ST 98th
- VS-ST Other
- VS-ST near Cook Childrens Health Care System 403(b) Retirement Plan
- VS-ST ind #16605
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 →
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $688M |
|---|---|
| Net Assets (End of Year) | $803M |
| Net Income | $115M |
| Employer EIN | 592451713 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H. Lee Moffitt Cancer Center)
Sponsor-wide plan assets over time
All H. Lee Moffitt Cancer Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 44.00513303383139% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,512 | $908M |
| 2023 | 2 | 14,414 | $1.1B |
| 2024 | 2 | 16,022 | $1.3B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Scale composition for H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan reports $803M in end-of-year assets across 9,044 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $88,765 per participant (64% of the national average assets-per-participant) . Net income for plan year 2024 was $115M.
This plan identity (EIN 592451713, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $558M to $803M (+43.8%) while covered participants moved from 7,567 to 9,044 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,567 | $558M | Open filing |
| 2023 | 7,986 | $688M | Open filing |
| 2024 · index core | 9,044 | $803M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- H. Lee Moffitt Cancer Center & Research Inst, Inc. Retire Plan (401(k), $505M, 6,978 participants)
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Cook Childrens Health Care System 403(b) Retirement Plan in TX ($805M); by covered participants it is Brown Health 403(b) Retirement Plan in RI (9,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($803M here).
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $805M · 9,804
- University of San Diego Defined Contribution Retirement Plan (CA) $797M · 2,690
- St. Luke's Health Network 403(b) Plan (PA) $810M · 19,666
- Carpenters & Joiners Defined Contribution Plan (MN) $811M · 22,289
Similar participant headcount
Nearest other-state filings by covered participants (9,044 participants); asset peers above are excluded.
- Brown Health 403(b) Retirement Plan (RI) 9,054 · 10 off
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan (MO) 9,184 · 140 off
- Northeastern University Retirement Plan (MA) 8,900 · 144 off
- Children's Hospital Colorado 403(b) Plan (CO) 9,224 · 180 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.