401(k) · DOL Form 5500 · 2022

St. Joseph Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,523
Participants Near avg headcount
63rd
Percentile by assets National rank
$5,869
Avg per participant Low balance/head
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Official DOL plan name: St. Joseph Holdings, LLC 401(k) Plan · Sponsored by St. Joseph Holdings, LLC · Louisiana · Healthcare & Social Assistance

$9M in assets, 1,523 participants

St. Joseph Holdings, LLC's St. Joseph Holdings, LLC 401(k) Plan reported $9M in total assets and 1,523 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,702 in Healthcare & Social Assistance (20,060 peers)

Coverage in Louisiana

St. Joseph Holdings, LLC 401(k) Plan covers 1,523 participants in Louisiana, 3.1x the typical Louisiana plan (state average ~495 per filing). Assets: $9M.

#13,702
in Healthcare & Social Assistance (20,060 peers)
-13.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Joseph Holdings, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Joseph Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$8,937,975 Top 37% higher than 63% 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

St. Joseph Holdings, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Joseph Holdings, LLC 401(k) Plan lands in the large band (1,523 participants).

DOL schedule card

Filing strip 800109664 · St. Joseph Holdings, LLC PY 2022 · 401(k)

St. Joseph Holdings, LLC 401(k) Plan · $9M · 1,523 · 63rd

  • ASSETS $9M
  • ASSETS 1,523
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Novatec, Inc. 401(k) Plan
  • ASSETS ind #13702

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 Louisiana →

St. Joseph Holdings, LLC 401(k) Plan in the asset neighbourhood

St. Joseph Holdings, LLC 401(k) PlanSt. Joseph Holdings, LLC 401…$9MNovatec, Inc. 401(k) Plan$9MMagnitude 7 Metals 401(k) PlanMagnitude 7 Metals 401(k) Pl…$9MRid Ventures, LLC 401(k) Savings and Retirement PlanRid Ventures, LLC 401(k) Sav…$9MBeauty Express Salons & Stores 401(k) Profit Sharing Plan and TrustBeauty Express Salons & Stor…$9M
End-of-year total assets ($M) among St. Joseph Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN800109664
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Joseph Holdings, LLC)

Sponsor-wide plan assets over time

All St. Joseph Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.336289819562033% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.94M $11.7M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 1,523 $9M
2023 1 1,460 $11M
2024 1 1,598 $12M

Nearby 401(k) Plans in Louisiana

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

St. Joseph Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants St. Joseph Holdings, LLC 401(k) Plan, Total assets ($B): 0.008937975 · Participants: 1523St. Joseph Holdings, LLC 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
St. Joseph Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare St. Joseph Holdings, LLC 401(k) Plan side-by-side with 3 peers →

St. Joseph Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Novatec, Inc. 401(k) Plan in MD ($9M); by covered participants it is Northwest Permanente, P.C. Retirement Plan - Ps Aspect in OR (1,523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,523 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 St. Joseph Holdings, LLC 401(k) Plan assets move in 2022? ▼
St. Joseph Holdings, LLC 401(k) Plan pulled back noticeably - down 13.3% during 2022, from $10M to $9M. Reported net income was -$1M.
How have St. Joseph Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Joseph Holdings, LLC's sponsor-wide assets grew 30.3%, from $9M to $12M.
Which 401(k) plans are similar in size to St. Joseph Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novatec, Inc. 401(k) Plan in MD ($9M, 107 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Permanente, P.C. Retirement Plan - Ps Aspect in OR (1,523 participants, $526M 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 800109664.

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.