Other · DOL Form 5500 · 2024
Shands Teaching Hospital and Clinics, Inc. Retirement Plan
Data updated 2026-08-06
- $625M
- Total assets
- 11,793
- Participants
- 98th
- Percentile by assets
- $52,971
- Avg per participant
Official DOL plan name: Shands Healthcare Matched Savings Account 403(b) · Sponsored by Shands Teaching Hospital and Clinics, Inc. · Florida · Healthcare & Social Assistance
$625M in assets, 11,793 participants
Shands Teaching Hospital and Clinics, Inc.'s Shands Healthcare Matched Savings Account 403(b) reported $625M in total assets and 11,793 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)
- #15,245 in Healthcare & Social Assistance (15,613 peers)
Coverage in Florida
Shands Healthcare Matched Savings Account 403(b) covers 11,793 participants in Florida, 19x the typical Florida plan (state average ~631 per filing). Assets: $625M.
- $625M
- total plan assets (2024 EOY)
- 11,793
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $52,971
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shands Healthcare Matched Savings Account 403(b) reported net income fell from $80M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Shands Healthcare Matched Savings Account 403(b) end-of-year assets rose from $560M in the plan year 2023 filing to $625M in the plan year 2024 filing.
- Shands Healthcare Matched Savings Account 403(b) reported participants rose from 11,144 in the plan year 2023 filing to 11,793 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Shands Healthcare Matched Savings Account 403(b) reports 11,793 participants - 19x that state average ($625M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $560M |
|---|---|
| Net Assets (End of Year) | $625M |
| Net Income | $65M |
| Employer EIN | 591943502 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shands Teaching Hospital and Clinics, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 22,571 | $1.8B |
| 2023 | 3 | 23,391 | $2.0B |
| 2024 | 2 | 22,263 | $1.1B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
Shands Healthcare Matched Savings Account 403(b) vs. nearby Other plans in Florida, assets vs. participants
- 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
Scale composition for Shands Healthcare Matched Savings Account 403(b)
Shands Healthcare Matched Savings Account 403(b) reports $625M in end-of-year assets across 11,793 participants (0.005% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.013% of 89,805,449 covered participants) - about $52,971 per participant (39% of the national average assets-per-participant) . Net income for plan year 2024 was $65M.
This plan identity (EIN 591943502, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $480M to $625M (+30.2%) while covered participants moved from 10,522 to 11,793 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,522 | $480M | Open filing |
| 2023 | 11,144 | $560M | Open filing |
| 2024 · index core | 11,793 | $625M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Shands Healthcare Pension Plan II (Defined Benefit (Pension), $999M, 2,422 participants)
- Shands Health Care Matched Savings Account 401(a) (Profit Sharing, $487M, 10,470 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Shands Healthcare Matched Savings Account 403(b) by total assets, not by location.
- Nrel 403(b) Employee Savings Plan (CO) $625M · 3,207
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) $627M · 4,783
- Institute for Defense Analyses Qualified Retirement Plan (VA) $628M · 1,254
- Iaicu Multiple Employer Plan (IA) $621M · 2,554
Frequently Asked Questions
How did Shands Healthcare Matched Savings Account 403(b) assets move in 2024? ▼
How have Shands Teaching Hospital and Clinics, Inc. plan assets changed over time? ▼
Where does Shands Healthcare Matched Savings Account 403(b) rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Shands Healthcare Matched Savings Account 403(b)? ▼
Next read for Shands Healthcare Matched Savings Accoun…
Filing takeaways
Ways to act on Shands Healthcare Matched Savings Account 403(b)'s numbers.
- By total assets, Shands Healthcare Matched Savings Account 403(b) ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Shands Teaching Hospital and Clinics, Inc.'s sponsor-wide assets have declined 39.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans