401(k) · DOL Form 5500 · 2024
Adventhealth Benefits Administrative Committee 401(k) Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 774
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $154,684
- Avg per participant Above avg balance/head
Official DOL plan name: Adventhealth Consolidated ERISA 403(b) Plan · Sponsored by Adventhealth Benefits Administrative Committee · Florida · Healthcare & Social Assistance
$120M in assets, 774 participants
Adventhealth Benefits Administrative Committee's Adventhealth Consolidated ERISA 403(b) Plan reported $120M in total assets and 774 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,683 in Healthcare & Social Assistance (16,916 peers)
Where Adventhealth Consolidated ERISA 403(b) Plan sits by assets
Adventhealth Consolidated ERISA 403(b) Plan sits in the top 10% of all filed plans by assets, $120M for 774 participants (~$154,684/participant), up 61.2% in 2024.
- #15,683
- in Healthcare & Social Assistance (16,916 peers)
- +61.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Adventhealth Consolidated ERISA 403(b) Plan's outsized position by total assets
Adventhealth Consolidated ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$119,725,507 Top 8% higher than 92% 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
Adventhealth Consolidated ERISA 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adventhealth Consolidated ERISA 403(b) Plan sits mid-pack in the medium band (774 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Adventhealth Consolidated ERISA 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Adventhealth Consolidated ERISA 403(b) Plan reported participants fell from 2,678 in the plan year 2023 filing to 774 in the plan year 2024 filing.
- Adventhealth Consolidated ERISA 403(b) Plan end-of-year assets rose from $74M in the plan year 2023 filing to $120M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 592170012 · Adventhealth Benefits Administrative Committee PY 2024 · 401(k)
Adventhealth Consolidated ERISA 403(b) Plan · $120M · 774 · 92nd
- VS-ST $120M
- BOY 774
- SCH 92nd
- EBSA 401(k)
- PART near Downs Rachlin Martin Retirement Plan
- TYPE ind #15683
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 →
Adventhealth Consolidated ERISA 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | -$6M |
| Employer EIN | 592170012 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adventhealth Benefits Administrative Committee)
Sponsor-wide plan assets over time
All Adventhealth Benefits Administrative Committee plans reported in each filing year
- Latest sponsor-wide plan assets
- $452M 514.2903824859128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,319 | $74M |
| 2023 | 2 | 2,957 | $77M |
| 2024 | 2 | 842 | $452M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Adventhealth Consolidated ERISA 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Downs Rachlin Martin Retirement Plan in VT ($120M); by covered participants it is B1bank Employee Retirement Plan and Trust in LA (774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- Downs Rachlin Martin Retirement Plan (VT) $120M · 116
- Kansas City Life Ins. Company Savings and Profit Sharing Plan (MO) $120M · 439
- Icc Employees 401(k) Profit Sharing Plan (IL) $120M · 711
- Gemini Group Employees' 401(k) Savings Plan (MI) $120M · 1,204
Similar participant headcount
Nearest other-state filings by covered participants (774 participants); asset peers above are excluded.
- B1bank Employee Retirement Plan and Trust (LA) 774 · 0 off
- Shoe Sensation, Inc. 401(k) Plan (IN) 774 · 0 off
- Next Level 401(k) Plan (TX) 774 · 0 off
- Community First Healthcare of Illinois, Inc. 401(k) Plan (IL) 774 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.