Other · DOL Form 5500 · 2024
Empath-Stratum, Inc. Retirement Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 2,528
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $57,501
- Avg per participant Low balance/head
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.
- #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.
- #15,843
- in Healthcare & Social Assistance (16,916 peers)
- +9.7%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Empath Health 403(b) Plan's outsized position by total assets
Empath Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$145,362,259 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
Empath Health 403(b) 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. Empath Health 403(b) Plan lands in the large band (2,528 participants).
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.
Form 5500 schedule snapshot
Filing strip 851356625 · Empath-Stratum, Inc. PY 2024 · Other
Empath Health 403(b) Plan · $145M · 2,528 · 93rd
- EOY $145M
- 5500 2,528
- ASSETS 93rd
- PCT Other
- EIN near Whittier College 403(b) Plan
- RANK ind #15843
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 →
Empath Health 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Empath-Stratum, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $145M 44.28032107152955% vs 2022
- 2024 filing year
| 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.
- 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
Empath Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Whittier College 403(b) Plan in CA ($145M); by covered participants it is Bard College/Simons Rock 403(b) Plan in NY (2,522 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,528 participants); asset peers above are excluded.
- Bard College/Simons Rock 403(b) Plan (NY) 2,522 · 6 off
- Henry M. Jackson Foundation Defined Contribution Retirement Plan (MD) 2,504 · 24 off
- Iaicu Multiple Employer Plan (IA) 2,554 · 26 off
- Olathe Health System, Inc. Tsa Retirement Plan (KS) 2,558 · 30 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.