Other · DOL Form 5500 · 2022
St. Rose Hospital Retirement Plan
Data updated 2026-08-11
- $47M
- Total assets
- 687
- Participants
- 87th
- Percentile by assets
- $68,605
- Avg per participant
Official DOL plan name: St. Rose Hospital 403(b) Savings Plan · Sponsored by St. Rose Hospital · California · Healthcare & Social Assistance
$47M in assets, 687 participants
St. Rose Hospital's St. Rose Hospital 403(b) Savings Plan reported $47M in total assets and 687 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #17,943 in Healthcare & Social Assistance (20,060 peers)
Where St. Rose Hospital 403(b) Savings Plan sits by assets
St. Rose Hospital 403(b) Savings Plan sits in the top quartile of all filed plans by assets, $47M for 687 participants (~$68,605/participant), down 11.0% in 2022.
- $47M
- total plan assets (2022 EOY)
- 687
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $68,605
- avg assets per participant
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.
St. Rose Hospital 403(b) Savings Plan vs the 2022 asset distribution
By assets, St. Rose Hospital 403(b) Savings Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | -$6M |
| Employer EIN | 941668344 |
| Plan Effective Date | 2009-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Rose Hospital)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 687 | $47M |
| 2023 | 1 | 662 | $56M |
| 2024 | 1 | 699 | $64M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
St. Rose Hospital 403(b) Savings Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Similar-Sized Other Plans Nationally
Other plans in other states closest to St. Rose Hospital 403(b) Savings Plan by total assets, not by location.
- Carroll College 403(b) Plan (MT) $47M · 310
- Wilmington Friends School Defined Contribution Retirement Plan (DE) $47M · 138
- American Academy of Dermatology 403b Plan (IL) $47M · 187
- Unity Health Care, Inc. 403(b) Plan (DC) $47M · 832
Frequently Asked Questions
How did St. Rose Hospital 403(b) Savings Plan assets move in 2022? ▼
How have St. Rose Hospital plan assets changed over time? ▼
Where does St. Rose Hospital 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to St. Rose Hospital 403(b) Savings Plan? ▼
Next read for St. Rose Hospital 403(b) Savings Plan
Scale reading
Ways to act on St. Rose Hospital 403(b) Savings Plan's numbers.
- By total assets, St. Rose Hospital 403(b) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- St. Rose Hospital's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans