Other · DOL Form 5500 · 2022
St. Rose Hospital Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 687
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $68,605
- Avg per participant Below avg balance/head
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.
- #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.
- #17,943
- in Healthcare & Social Assistance (20,060 peers)
- -11.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
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's outsized position by total assets
St. Rose Hospital 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,131,743 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
St. Rose Hospital 403(b) Savings Plan 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. St. Rose Hospital 403(b) Savings Plan sits mid-pack in the medium band (687 participants).
Plan-year Form 5500 strip
Filing strip 941668344 · St. Rose Hospital PY 2022 · Other
St. Rose Hospital 403(b) Savings Plan · $47M · 687 · 87th
- 5500 $47M
- ASSETS 687
- PCT 87th
- EIN Other
- RANK near Carroll College 403(b) Plan
- PHOTO ind #17943
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 California →
St. Rose Hospital 403(b) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All St. Rose Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 34.789018942074776% vs 2022
- 2024 filing year
| 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.
- 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
St. Rose Hospital 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Carroll College 403(b) Plan in MT ($47M); by covered participants it is Care Synergy 403(b) Plan in CO (687 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (687 participants); asset peers above are excluded.
- Care Synergy 403(b) Plan (CO) 687 · 0 off
- St. Lawrence University 403(b) Retirement Plan (NY) 688 · 1 off
- Sunset Park Health Council 403(b) Plan (NY) 688 · 1 off
- Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda (DC) 688 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.