401(k) · DOL Form 5500 · 2022

The Sisters of St. Francis, Colorado Springs, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
146
Participants Small participant base
52nd
Percentile by assets National rank
$37,124
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: The Sisters of St. Francis 401(k) Psp and Trust · Sponsored by The Sisters of St. Francis, Colorado Springs, Inc. · Colorado · Healthcare & Social Assistance

$5M in assets, 146 participants

The Sisters of St. Francis, Colorado Springs, Inc.'s The Sisters of St. Francis 401(k) Psp and Trust reported $5M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,645 in Healthcare & Social Assistance (20,060 peers)

Coverage in Colorado

The Sisters of St. Francis 401(k) Psp and Trust covers 146 participants in Colorado, about 39% of the average Colorado filer (state average ~376 per filing). Assets: $5M.

#11,645
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $933K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sisters of St. Francis 401(k) Psp and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Sisters of St. Francis 401(k) Psp and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,420,125 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Sisters of St. Francis 401(k) Psp and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sisters of St. Francis 401(k) Psp and Trust sits mid-pack in the medium band (146 participants).

Plan-year Form 5500 strip

Filing strip 840405261 · The Sisters of St. Francis, Colorado Springs, Inc. PY 2022 · 401(k)

The Sisters of St. Francis 401(k) Psp and Trust · $5M · 146 · 52nd

  • SCH $5M
  • SCH 146
  • SCH 52nd
  • SCH 401(k)
  • SCH near Nelson Industrial Services, Inc. New 401(k) Profit Sharing Plan
  • SCH ind #11645

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 Colorado →

The Sisters of St. Francis 401(k) Psp and Trust in the asset neighbourhood

The Sisters of St. Francis 401(k) Psp and TrustThe Sisters of St. Francis 4…$5MNelson Industrial Services, Inc. New 401(k) Profit Sharing PlanNelson Industrial Services, …$5MBlue Bell Mattress Co., LLC 401(k) Profit Sharing Plan and TrustBlue Bell Mattress Co., LLC …$5MThe Automaster 401(k) Plan$5MSilver Eagle Manufacturing Company Retirement Savings PlanSilver Eagle Manufacturing C…$5M
End-of-year total assets ($M) among The Sisters of St. Francis 401(k) Psp and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$933K
Employer EIN840405261
Plan Effective Date2004-03-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Sisters of St. Francis 401(k) Psp and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants The Sisters of St. Francis 401(k) Psp and Trust, Total assets ($B): 0.005420125 · Participants: 146The Sisters of St. Francis 401(k) Psp and TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
The Sisters of St. Francis 401(k) Psp and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare The Sisters of St. Francis 401(k) Psp and Trust side-by-side with 3 peers →

The Sisters of St. Francis 401(k) Psp and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Nelson Industrial Services, Inc. New 401(k) Profit Sharing Plan in OK ($5M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Sisters of St. Francis 401(k) Psp and Trust assets move in 2022? ▼
The Sisters of St. Francis 401(k) Psp and Trust pulled back noticeably - down 14.7% during 2022, from $6M to $5M. Reported net income was -$933K.
Which 401(k) plans are similar in size to The Sisters of St. Francis 401(k) Psp and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nelson Industrial Services, Inc. New 401(k) Profit Sharing Plan in OK ($5M, 56 participants).
Which 401(k) plans cover a similar participant headcount to The Sisters of St. Francis 401(k) Psp and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840405261.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.