Plan Ledger DOL Form 5500 · updated monthly

Orlando Health, Inc.403(b)

ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Orlando Health, Inc. reported $1,539,542 in plan administrative expenses for 2024: 0.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,171 per active participant. 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 3 years on file its reported administrative ratio has held roughly steady near 0.09%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 22nd-largest of 3,644 plans among Florida employers on file, and the 93rd of 11,911 in health care & social assistance. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 26,087 to 39,761 since 2022.

Plan summary
Net assets, end of year$1,914,323,116
Participants with balances47,384
Active participants39,761
Employer contributions$86,305,692
Employee contributions$156,506,191
Employer contribution per active participant$2,171
Average account balance$40,400
Benefits paid to participants$140,420,577
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.9B · 47,384 accts · $86.3M emplr
2023$1.6B · 41,950 accts · $77.3M emplr
2022$1.2B · 38,489 accts · $67.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,378,303
Total administrative$1,539,542
Employer contributions to the Orlando Health, Inc. plan · 2024
Employer contribution per active participant$2,171
Median for plans this size$5,259
2024$2,171 per active participant
2023$2,761 per active participant
2022$2,596 per active participant

Orlando Health, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
FID INV INST OPS CO · Recordkeeping · Loan processing$1,378,303
CAP FINANCIAL PARTNERS, LLC · Investment advisory (plan)$161,238

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,539,542 · 0.09%
2023$1,402,933 · 0.10%
2022$1,077,238 · 0.08%
All plans at this employer2
ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401AProfit-sharing plan
ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B403(b)
Same employer
Similar plansHealth Care & Social Assistance · Florida
Baycare Health System FL$3.1B · 0.06%
Pmg Services, Inc. FL$1.9B · 0.04%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591726273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.