Other · DOL Form 5500 · 2024
Chapters Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 3,297
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $46,051
- Avg per participant Low balance/head
Official DOL plan name: Chapters Health System, Inc. Retirement Plan · Sponsored by Chapters Health System, Inc. · Florida · Healthcare & Social Assistance
$152M in assets, 3,297 participants
Chapters Health System, Inc.'s Chapters Health System, Inc. Retirement Plan reported $152M in total assets and 3,297 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,870 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Chapters Health System, Inc. Retirement Plan covers 3,297 participants in Florida, 5.2x the typical Florida plan (state average ~628 per filing). Assets: $152M.
- #15,870
- in Healthcare & Social Assistance (16,916 peers)
- +101.3%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Chapters Health System, Inc. Retirement Plan's outsized position by total assets
Chapters Health System, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$151,829,546 Top 7% higher than 93% 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
Chapters Health System, Inc. 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. Chapters Health System, Inc. Retirement Plan lands in the large band (3,297 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chapters Health System, Inc. Retirement Plan end-of-year assets rose from $75M in the plan year 2023 filing to $152M in the plan year 2024 filing.
- Chapters Health System, Inc. Retirement Plan reported participants rose from 2,073 in the plan year 2023 filing to 3,297 in the plan year 2024 filing.
- Chapters Health System, Inc. Retirement Plan reported net income rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 592264957 · Chapters Health System, Inc. PY 2024 · Other
Chapters Health System, Inc. Retirement Plan · $152M · 3,297 · 93rd
- 5500 $152M
- ASSETS 3,297
- PCT 93rd
- EIN Other
- RANK near Wittenberg University Defined Contribution Retirement Plan
- PHOTO ind #15870
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 →
Chapters Health System, Inc. Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $16M |
| Employer EIN | 592264957 |
| Plan Effective Date | 1993-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chapters Health System, Inc.)
Sponsor-wide plan assets over time
All Chapters Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 147.74419368716275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,394 | $61M |
| 2023 | 1 | 2,073 | $75M |
| 2024 | 1 | 3,297 | $152M |
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
Chapters Health System, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Wittenberg University Defined Contribution Retirement Plan in OH ($152M); by covered participants it is Vinfen 403(b) Employee Retirement Savings Plan in MA (3,306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,297 participants); asset peers above are excluded.
- Vinfen 403(b) Employee Retirement Savings Plan (MA) 3,306 · 9 off
- University of Michigan Health - West 403(b) Retirement Savings Plan (MI) 3,285 · 12 off
- Butler University Retirement Plan (IN) 3,285 · 12 off
- Saint Francis Healthcare System Tax Deferred Annuity Plan (MO) 3,309 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.