H. Lee Moffitt Cancer Center 401(k) match, vesting and fees
What H. Lee Moffitt Cancer Center's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Accell Cpa & Associates, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| H. Lee Moffitt Cancer Center: employer contribution per participant | $5,034 | |
| Peer median | $1,895 |
| H. Lee Moffitt Cancer Center: average balance | $55,197 | |
| Peer median | $71,034 |
| H. Lee Moffitt Cancer Center: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $400M at the end of plan year 2021 to $505M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,141 | $505M | $46M | $5,034 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 8,221 | $430M | $38.8M | $4,725 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 7,698 | $350M | $33.9M | $4,402 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 7,137 | $400M | $31M | $4,348 | 0.06% | Not published | Form 5500 ↗ |
Other H. Lee Moffitt Cancer Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Accell Cpa & Associates, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does H. Lee Moffitt Cancer Center match 401(k) contributions?
The match terms for the H. Lee Moffitt Cancer Center & Research Inst, Inc. Retire Plan have not been published from its filing yet. The plan year 2024 filing reports $46M in employer contributions, about $5,034 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the H. Lee Moffitt Cancer Center 401(k) match vested?
The vesting schedule for the H. Lee Moffitt Cancer Center & Research Inst, Inc. Retire Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the H. Lee Moffitt Cancer Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is H. Lee Moffitt Cancer Center.
I left H. Lee Moffitt Cancer Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (H. Lee Moffitt Cancer Center, (813) 745-4000) or the recordkeeper, Empower Annuity Insurance Company. The H. Lee Moffitt Cancer Center old 401(k) page lists the contacts from every plan filing. Find an old H. Lee Moffitt Cancer Center 401(k)
Data from the public Form 5500 annual reports H. Lee Moffitt Cancer Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with H. Lee Moffitt Cancer Center. Not financial advice. Report a correction · Methodology