401(k) · DOL Form 5500 · 2024
Shands Jacksonville Medical Center, Inc. 401(k) Plan
Data updated 2026-08-25
- $443M
- Total assets Above avg plan size
- 5,319
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $83,334
- Avg per participant Below avg balance/head
Official DOL plan name: Shands Jacksonville Retirement Plan · Sponsored by Shands Jacksonville Medical Center, Inc. · Florida · Healthcare & Social Assistance
$443M in assets, 5,319 participants
Shands Jacksonville Medical Center, Inc.'s Shands Jacksonville Retirement Plan reported $443M in total assets and 5,319 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,405 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Shands Jacksonville Retirement Plan covers 5,319 participants in Florida, 8.5x the typical Florida plan (state average ~628 per filing). Assets: $443M.
- #16,405
- in Healthcare & Social Assistance (16,916 peers)
- +11.9%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Shands Jacksonville Retirement Plan's outsized position by total assets
Shands Jacksonville Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$443,251,343 Top 3% higher than 97% 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
Shands Jacksonville Retirement 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. Shands Jacksonville Retirement Plan lands in the large band (5,319 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shands Jacksonville Retirement Plan end-of-year assets rose from $396M in the plan year 2023 filing to $443M in the plan year 2024 filing.
- Shands Jacksonville Retirement Plan reported net income fell from $53M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Shands Jacksonville Retirement Plan reported participants rose from 4,980 in the plan year 2023 filing to 5,319 in the plan year 2024 filing.
DOL schedule card
Filing strip 592142859 · Shands Jacksonville Medical Center, Inc. PY 2024 · 401(k)
Shands Jacksonville Retirement Plan · $443M · 5,319 · 97th
- IND $443M
- EOY 5,319
- 5500 97th
- ASSETS 401(k)
- PCT near California Iso Retirement Savings Benefits Plan
- EIN ind #16405
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 →
Shands Jacksonville Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $396M |
|---|---|
| Net Assets (End of Year) | $443M |
| Net Income | $47M |
| Employer EIN | 592142859 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shands Jacksonville Medical Center, Inc.)
Sponsor-wide plan assets over time
All Shands Jacksonville Medical Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $443M 29.132688873486952% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,724 | $343M |
| 2023 | 1 | 4,980 | $396M |
| 2024 | 1 | 5,319 | $443M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Scale composition for Shands Jacksonville Retirement Plan
Shands Jacksonville Retirement Plan reports $443M in end-of-year assets across 5,319 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $83,334 per participant (60% of the national average assets-per-participant) . Net income for plan year 2024 was $47M.
This plan identity (EIN 592142859, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $343M to $443M (+29.1%) while covered participants moved from 4,724 to 5,319 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,724 | $343M | Open filing |
| 2023 | 4,980 | $396M | Open filing |
| 2024 · index core | 5,319 | $443M | This page |
Shands Jacksonville Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is California Iso Retirement Savings Benefits Plan in CA ($443M); by covered participants it is Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan in NJ (5,324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($443M here).
- California Iso Retirement Savings Benefits Plan (CA) $443M · 717
- Liberty Utilities National 401(k) Plan (AZ) $443M · 2,492
- Kennedy Krieger Institute Retirement Savings Plan (MD) $443M · 2,833
- Gci 401(k) Plan (AK) $443M · 1,836
Similar participant headcount
Nearest other-state filings by covered participants (5,319 participants); asset peers above are excluded.
- Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan (NJ) 5,324 · 5 off
- Knife River Corporation 401(k) Retirement Plan (ND) 5,327 · 8 off
- Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan (IL) 5,310 · 9 off
- Nxp 401(k) Retirement Plan (TX) 5,310 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.