Profit Sharing · DOL Form 5500 · 2024

Citrus Health Network, Inc Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,290
Participants Near avg headcount
51st
Percentile by assets National rank
$6,063
Avg per participant Low balance/head
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Official DOL plan name: Citrus Health Network, Inc. ERISA 403(b) Plan · Sponsored by Citrus Health Network, Inc · Florida · Healthcare & Social Assistance

$8M in assets, 1,290 participants

Citrus Health Network, Inc's Citrus Health Network, Inc. ERISA 403(b) Plan reported $8M in total assets and 1,290 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,368 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Citrus Health Network, Inc. ERISA 403(b) Plan covers 1,290 participants in Florida, 2.1x the typical Florida plan (state average ~628 per filing). Assets: $8M.

#9,368
in Healthcare & Social Assistance (16,916 peers)
-0.1%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citrus Health Network, Inc. ERISA 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Citrus Health Network, Inc. ERISA 403(b) Plan vs every filed plan by assets

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

$7,821,303 Top 49% higher than 51% of 123,620 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 2024

Citrus Health Network, Inc. ERISA 403(b) 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. Citrus Health Network, Inc. ERISA 403(b) Plan lands in the large band (1,290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citrus Health Network, Inc. ERISA 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to -$6K in the plan year 2024 filing.
  • Citrus Health Network, Inc. ERISA 403(b) Plan reported participants rose from 1,207 in the plan year 2023 filing to 1,290 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591865751 · Citrus Health Network, Inc PY 2024 · Profit Sharing

Citrus Health Network, Inc. ERISA 403(b) Plan · $8M · 1,290 · 51st

  • 5500 $8M
  • ASSETS 1,290
  • PCT 51st
  • EIN Profit Sharing
  • RANK near Kerr Oil, Inc. Profit Sharing Plan
  • PHOTO ind #9368

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 →

Citrus Health Network, Inc. ERISA 403(b) Plan in the asset neighbourhood

Novasel & Schwarte Investments, Inc. Profit Sharing PlanNovasel & Schwarte Investmen…$8MCitrus Health Network, Inc. ERISA 403(b) PlanCitrus Health Network, Inc. …$8MKerr Oil, Inc. Profit Sharing PlanKerr Oil, Inc. Profit Sharin…$8MLymi Inc. Retirement Plan$8MDlc Group Savings Plan$8M
End-of-year total assets ($M) among Citrus Health Network, Inc. ERISA 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$6K
Employer EIN591865751
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrus Health Network, Inc)

Sponsor-wide plan assets over time

All Citrus Health Network, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.70645962115598% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.48M $7.82M ▲ +20.7%
Year Plans Participants Total Assets
2022 2 1,112 $6M
2023 2 1,207 $8M
2024 2 1,290 $8M

Nearby Profit Sharing Plans in Florida

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

Citrus Health Network, Inc. ERISA 403(b) Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Citrus Health Network, Inc. ERISA 403(b) Plan, Total assets ($B): 0.007821303 · Participants: 1290Citrus Health Network, Inc. ERISA 403(b) PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Citrus Health Network, Inc. ERISA 403(b) Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Citrus Health Network, Inc. ERISA 403(b) Plan side-by-side with 3 peers →

Citrus Health Network, Inc. ERISA 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Kerr Oil, Inc. Profit Sharing Plan in ID ($8M); by covered participants it is Iron Workers Local 17 Annuity Fund in MI (1,290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,290 participants); asset peers above are excluded.

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

Frequently Asked Questions

How did Citrus Health Network, Inc. ERISA 403(b) Plan assets move in 2024? ▼
Citrus Health Network, Inc. ERISA 403(b) Plan held essentially flat - down 0.1% during 2024, from $8M to $8M. Reported net income was -$6K.
How have Citrus Health Network, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citrus Health Network, Inc's sponsor-wide assets grew 20.7%, from $6M to $8M.
Which Profit Sharing plans are similar in size to Citrus Health Network, Inc. ERISA 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kerr Oil, Inc. Profit Sharing Plan in ID ($8M, 77 participants).
Which Profit Sharing plans cover a similar participant headcount to Citrus Health Network, Inc. ERISA 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Iron Workers Local 17 Annuity Fund in MI (1,290 participants, $101M 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 591865751.

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.