Other · DOL Form 5500 · 2024
Health First, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 258
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $87,779
- Avg per participant Below avg balance/head
Official DOL plan name: Health First Frozen 403(b) Plan · Sponsored by Health First, Inc. · Florida · Healthcare & Social Assistance
$23M in assets, 258 participants
Health First, Inc.'s Health First Frozen 403(b) Plan reported $23M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #12,983 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Health First Frozen 403(b) Plan covers 258 participants in Florida, about 41% of the average Florida filer (state average ~628 per filing). Assets: $23M.
- #12,983
- in Healthcare & Social Assistance (16,916 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Health First Frozen 403(b) Plan's outsized position by total assets
Health First Frozen 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,646,860 Top 27% higher than 73% 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
Health First Frozen 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health First Frozen 403(b) Plan sits mid-pack in the medium band (258 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health First Frozen 403(b) Plan reported net income fell from $771K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Health First Frozen 403(b) Plan reported participants fell from 278 in the plan year 2023 filing to 258 in the plan year 2024 filing.
- Health First Frozen 403(b) Plan end-of-year assets fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.
DOL schedule card
Filing strip 593336894 · Health First, Inc. PY 2024 · Other
Health First Frozen 403(b) Plan · $23M · 258 · 73rd
- SCH $23M
- EBSA 258
- PART 73rd
- TYPE Other
- NET near Lifeserve Retirement Plan
- BOOK ind #12983
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 →
Health First Frozen 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$1M |
| Employer EIN | 593336894 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health First, Inc.)
Sponsor-wide plan assets over time
All Health First, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $934M 30.724645384190648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,566 | $715M |
| 2023 | 2 | 9,040 | $834M |
| 2024 | 3 | 9,873 | $934M |
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
Health First Frozen 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Lifeserve Retirement Plan in IA ($23M); by covered participants it is Minneapolis College of Art and Design Defined Contribution Retirement Plan in MN (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (258 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.