Plan Ledger DOL Form 5500 · updated monthly

H. Lee Moffitt Cancer Center and Research Institute403(b)

H. LEE MOFFITT CANCER CENTER AND RESEARCH · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.05%

H. Lee Moffitt Cancer Center and Research Institute reported $368,285 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 60th-largest of 3,644 plans among Florida employers on file, and the 232nd of 11,911 in health care & social assistance. active participation has grown from 7,986 to 9,962 since 2022.

Plan summary
Net assets, end of year$802,787,962
Participants with balances11,727
Active participants9,962
Employer contributions—
Employee contributions$73,991,545
Employer contribution per active participant—
Average account balance$68,456
Benefits paid to participants$63,063,509
Plan auditUnmodified (clean) audit opinion
AuditorACCELL CPA & ASSOCIATES, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$802.8M · 11,727 accts
2023$688.0M · 11,241 accts
2022$558.3M · 10,062 accts · $23K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$367,535
Total administrative$368,285
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$367,535
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower, NATIONAL FINANCIAL SERVICES, LLC
2023Prudential

This plan has changed recordkeepers within these filings. If you left H. Lee Moffitt Cancer Center and Research Institute before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$368,285 · 0.05%
2023$394,394 · 0.06%
2022$361,707 · 0.06%
All plans at this employer2
H. LEE MOFFITT CANCER CENTER AND RESEARCH403(b)
H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC.401(k)
Same employer
Similar plansHealth Care & Social Assistance · Florida
Orlando Health, Inc. FL$1.9B · 0.09%
The Nemours Foundation FL$1.3B · 0.10%
Lee Health System, Inc. FL$1.3B · 0.01%
Health First, Inc. FL$903.0M · 0.11%
Baptist Health System, Inc. FL$782.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592451713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.