401(k) · DOL Form 5500 · 2022

Sisters of Saint Francis of Dubuque 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
185
Participants Below avg headcount
55th
Percentile by assets National rank
$32,884
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sisters of St. Francis Employees' Retirement Plan Retirement Plan · Sponsored by Sisters of Saint Francis of Dubuque · Iowa · Other Services

$6M in assets, 185 participants

Sisters of Saint Francis of Dubuque's Sisters of St. Francis Employees' Retirement Plan Retirement Plan reported $6M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #6,086 in Other Services (8,398 peers)

Coverage in Iowa

Sisters of St. Francis Employees' Retirement Plan Retirement Plan covers 185 participants in Iowa, about 30% of the average Iowa filer (state average ~609 per filing). Assets: $6M.

#6,086
in Other Services (8,398 peers)
-2.9%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sisters of St. Francis Employees' Retirement Plan Retirement Plan's mid-pack asset rank among Other Services and all filers

Sisters of St. Francis Employees' Retirement Plan Retirement Plan vs every filed plan by assets

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

$6,083,494 Top 45% higher than 55% 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

Sisters of St. Francis Employees' Retirement Plan Retirement 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. Sisters of St. Francis Employees' Retirement Plan Retirement Plan sits mid-pack in the medium band (185 participants).

Plan-year Form 5500 strip

Filing strip 420757421 · Sisters of Saint Francis of Dubuque PY 2022 · 401(k)

Sisters of St. Francis Employees' Retirement Plan Retirement Plan · $6M · 185 · 55th

  • 5500 $6M
  • ASSETS 185
  • PCT 55th
  • EIN 401(k)
  • RANK near Mccraw Oil/Kwik Chek 401(k) Plan
  • PHOTO ind #6086

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 Other Services retirement plans → · Plans in Iowa →

Sisters of St. Francis Employees' Retirement Plan Retirement Plan in the asset neighbourhood

Sisters of St. Francis Employees' Retirement Plan Retirement PlanSisters of St. Francis Emplo…$6MMccraw Oil/Kwik Chek 401(k) PlanMccraw Oil/Kwik Chek 401(k) …$6MFrank G. Love Envelopes Employee 401(k) Profit Sharing PlanFrank G. Love Envelopes Empl…$6MTaylor Truck Line Inc. 401(k) PlanTaylor Truck Line Inc. 401(k…$6MS.B. Ballard Construction Company 401(k) PlanS.B. Ballard Construction Co…$6M
End-of-year total assets ($M) among Sisters of St. Francis Employees' Retirement Plan Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$181K
Employer EIN420757421
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sisters of Saint Francis of Dubuque)

Sponsor-wide plan assets over time

All Sisters of Saint Francis of Dubuque plans reported in each filing year

Latest sponsor-wide plan assets
$9M 45.02634505762642% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.08M $8.82M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 185 $6M
2023 1 182 $8M
2024 1 192 $9M

Nearby 401(k) Plans in Iowa

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

Sisters of St. Francis Employees' Retirement Plan Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Sisters of St. Francis Employees' Retirement Plan Retirement Plan, Total assets ($B): 0.006083494 · Participants: 185Sisters of St. Francis Employees' Retirement Plan Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Sisters of St. Francis Employees' Retirement Plan Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Sisters of St. Francis Employees' Retirement Plan Retirement Plan side-by-side with 3 peers →

Sisters of St. Francis Employees' Retirement Plan Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Mccraw Oil/Kwik Chek 401(k) Plan in TX ($6M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Sisters of St. Francis Employees' Retirement Plan Retirement Plan assets move in 2022? ▼
Sisters of St. Francis Employees' Retirement Plan Retirement Plan edged down modestly - down 2.9% during 2022, from $6M to $6M. Reported net income was -$181K.
How have Sisters of Saint Francis of Dubuque plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sisters of Saint Francis of Dubuque's sponsor-wide assets grew 45.0%, from $6M to $9M.
Which 401(k) plans are similar in size to Sisters of St. Francis Employees' Retirement Plan Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccraw Oil/Kwik Chek 401(k) Plan in TX ($6M, 521 participants).
Which 401(k) plans cover a similar participant headcount to Sisters of St. Francis Employees' Retirement Plan Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 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 420757421.

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.