401(k) · DOL Form 5500 · 2024

Shands Jacksonville Medical Center, Inc. 401(k) Plan

Data updated 2026-08-11

$443M
Total assets
5,319
Participants
97th
Percentile by assets
$83,334
Avg per participant
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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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$443M
total plan assets (2024 EOY)
5,319
covered participants
97th
percentile by assets (of 123,622 plans)
$83,334
avg assets per participant

Where Shands Jacksonville Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Shands Jacksonville Retirement Plan reports 5,319 participants - 8.5x that state average ($443M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$396M
Net Assets (End of Year)$443M
Net Income$47M
Employer EIN592142859
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shands Jacksonville Medical Center, Inc.)

$300M$350M$400M$450M$500M 202220232024 $343M $443M ▲ +29.1%
Total plan assets by year, all Shands Jacksonville Medical Center, Inc. plans on file
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.

Shands Jacksonville Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Shands Jacksonville Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Shands Jacksonville …L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Shands Jacksonville Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shands Jacksonville Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Shands Jacksonville Retirement Plan assets move in 2024?
Shands Jacksonville Retirement Plan grew at a solid clip - up 11.9% during 2024, from $396M to $443M. Reported net income was $47M.
How have Shands Jacksonville Medical Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shands Jacksonville Medical Center, Inc.'s sponsor-wide assets grew 29.1%, from $343M to $443M.
Where does Shands Jacksonville Retirement Plan rank by assets among Form 5500 filers?
Shands Jacksonville Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 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 Shands Jacksonville Retirement Plan?
Among 401(k) plans in other states, the closest by assets is California Iso Retirement Savings Benefits Plan in CA ($443M, 717 participants).

Filing takeaways

Ways to act on Shands Jacksonville Retirement Plan's numbers.