Other · DOL Form 5500 · 2022
Stewart Memorial Community Hospital Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 244
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $86,110
- Avg per participant Below avg balance/head
Official DOL plan name: Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) · Sponsored by Stewart Memorial Community Hospital · Iowa · Healthcare & Social Assistance
$21M in assets, 244 participants
Stewart Memorial Community Hospital's Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) reported $21M in total assets and 244 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #16,334 in Healthcare & Social Assistance (20,060 peers)
Coverage in Iowa
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) covers 244 participants in Iowa, about 40% of the average Iowa filer (state average ~609 per filing). Assets: $21M.
- #16,334
- in Healthcare & Social Assistance (20,060 peers)
- -16.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)'s outsized position by total assets
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,010,887 Top 22% higher than 78% 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
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) 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. Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) sits mid-pack in the medium band (244 participants).
EBSA filing schedule strip
Filing strip 420860039 · Stewart Memorial Community Hospital PY 2022 · Other
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) · $21M · 244 · 78th
- IND $21M
- EOY 244
- 5500 78th
- ASSETS Other
- PCT near St Paul's Episcopal School Tax Deferred Annuity Plan (403(b))
- EIN ind #16334
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 Iowa →
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 420860039 |
| Plan Effective Date | 1971-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart Memorial Community Hospital)
Sponsor-wide plan assets over time
All Stewart Memorial Community Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 21.47039770381898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $21M |
| 2023 | 1 | 247 | $24M |
| 2024 | 1 | 256 | $26M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $496M · 2,131
- Act, Inc. Defined Contribution Retirement Plan $388M · 1,012
- Grinnell College Employees Retirement Savings Plan $315M · 758
- Genesis Health System Retirement Savings Plan $297M · 4,454
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $249M · 1,182
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)'s out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is St Paul's Episcopal School Tax Deferred Annuity Plan (403(b)) in AL ($21M); by covered participants it is The Oaks Academy DC Plan in IN (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.
- The Oaks Academy DC Plan (IN) 244 · 0 off
- Clm Center for Life Management Tax Sheltered Annuity Plan (NH) 244 · 0 off
- Fisher College 403(b) DC Plan (MA) 244 · 0 off
- Lsa 403b Retirement Plan (CA) 244 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.