401(k) · DOL Form 5500 · 2024

Health First Shared Services, Inc. 401(k) Plan

Data updated 2026-07-24

$903M
Total assets
9,129
Participants
98th
Percentile by assets
$98,916
Avg per participant
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Official DOL plan name: Health First Retirement Savings Plan · Sponsored by Health First Shared Services, Inc. · Florida · Healthcare & Social Assistance

$903M in assets, 9,129 participants

Health First Shared Services, Inc.'s Health First Retirement Savings Plan reported $903M in total assets and 9,129 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.

  • 98th percentile by assets (of 116,472 plans)

Coverage in Florida

Health First Retirement Savings Plan covers 9,129 participants in Florida, 14x the typical Florida plan (state average ~631 per filing). Assets: $903M.

$903M
total plan assets (2024 EOY)
9,129
covered participants
98th
percentile by assets (of 116,472 plans)
$98,916
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health First Retirement Savings Plan reported net income fell from $118M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • Health First Retirement Savings Plan end-of-year assets rose from $810M in the plan year 2023 filing to $903M in the plan year 2024 filing.
  • Health First Retirement Savings Plan reported participants rose from 8,762 in the plan year 2023 filing to 9,129 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Healthcare & Social Assistance

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Health First Retirement Savings Plan reports 9,129 participants - 14x that state average ($903M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$810M
Net Assets (End of Year)$903M
Net Income$93M
Employer EIN593336894
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health First Shared Services, Inc.)

$600M$700M$800M$900M$1,000M 202220232024 $715M $926M ▲ +29.5%
Total plan assets by year, all Health First Shared Services, Inc. plans on file
Year Plans Participants Total Assets
2022 2 8,566 $715M
2023 2 9,040 $834M
2024 2 9,387 $926M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Health First Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Health First Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 05101520 Total assets ($B) Participants Health First Retirem…L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Health First Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Health First Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Health First Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Health First Retirement Savings Plan assets move in 2024? ▼
Health First Retirement Savings Plan grew at a solid clip - up 11.5% during 2024, from $810M to $903M. Reported net income was $93M.
How have Health First Shared Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health First Shared Services, Inc.'s sponsor-wide assets grew 29.5%, from $715M to $926M.
Where does Health First Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Health First Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Health First Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brotherhood of Locomotive Engineers 401(k) Savings Employees of Csx Transportation Inc. in NY ($903M, 5,211 participants).

Next read for Health First Retirement Savings Plan

Filing takeaways

Ways to act on Health First Retirement Savings Plan's numbers.

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 593336894.

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.