Other · DOL Form 5500 · 2024
Empath-Stratum, Inc. Retirement Plan
Data updated 2026-08-11
- $145M
- Total assets
- 2,528
- Participants
- 93rd
- Percentile by assets
- $57,501
- Avg per participant
Official DOL plan name: Empath Health 403(b) Plan · Sponsored by Empath-Stratum, Inc. · Florida · Healthcare & Social Assistance
$145M in assets, 2,528 participants
Empath-Stratum, Inc.'s Empath Health 403(b) Plan reported $145M in total assets and 2,528 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.
- 93rd percentile by assets (of 123,622 plans)
- #15,843 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Empath Health 403(b) Plan covers 2,528 participants in Florida, 4.0x the typical Florida plan (state average ~628 per filing). Assets: $145M.
- $145M
- total plan assets (2024 EOY)
- 2,528
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $57,501
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Empath Health 403(b) Plan reported net income fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Empath Health 403(b) Plan end-of-year assets rose from $133M in the plan year 2023 filing to $145M in the plan year 2024 filing.
- Empath Health 403(b) Plan reported participants rose from 2,464 in the plan year 2023 filing to 2,528 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Empath Health 403(b) Plan reports 2,528 participants - 4.0x that state average ($145M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $13M |
| Employer EIN | 851356625 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empath-Stratum, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,155 | $101M |
| 2023 | 1 | 2,464 | $133M |
| 2024 | 1 | 2,528 | $145M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
Empath Health 403(b) Plan 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Empath Health 403(b) Plan by total assets, not by location.
- Whittier College 403(b) Plan (CA) $145M · 413
- Schulte Roth & Zabel LLP Supplemental Retirement Plan (IL) $145M · 158
- Institute of International Education 403(b) Retirement Plan (NY) $145M · 567
- IBEW Local 466 Pension Plan (WV) $146M · 446
Frequently Asked Questions
How did Empath Health 403(b) Plan assets move in 2024? ▼
How have Empath-Stratum, Inc. plan assets changed over time? ▼
Where does Empath Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Empath Health 403(b) Plan? ▼
Next read for Empath Health 403(b) Plan
Filing takeaways
Ways to act on Empath Health 403(b) Plan's numbers.
- By total assets, Empath Health 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Empath-Stratum, Inc.'s sponsor-wide assets have grown 44.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans