Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stewart Memorial Community Hospital · Iowa · Healthcare & Social Assistance

What the 2023 filing shows

Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) holds $21M for 244 participants — about $86,110 per participant, down 16.4% over the 2022 plan year.

$21M
total plan assets (2022 EOY)
244
covered participants
$86,110
avg assets per participant
-16.4%
assets change YoY

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.

Total Assets (2023)
$21M
Participants
244
State
Industry
Healthcare & Social Assistance

What the Filing Says About Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)

Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) is a Profit Sharing retirement plan sponsored by Stewart Memorial Community Hospital, headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 244 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 420860039, and the plan has been effective since 1971-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2022 to $21M at year-end — a decline of 16.4%. Net assets (after liabilities) closed the year at $21M, with reported net income of $-4,134,990 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$-4,134,990
Plan TypeProfit Sharing
Employer EIN420860039
Plan Effective Date1971-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart Memorial Community Hospital)

Year Plans Participants Total Assets
2022 1 244 $21M
2023 1 247 $24M
2024 1 256 $26M

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)?
As of the 2022 Form 5500 filing, Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) holds $21M in total assets with 244 participants. It is sponsored by Stewart Memorial Community Hospital.
What type of plan is Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)?
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) is a Profit Sharing plan. It has been effective since 1971-04-01. The plan is filed with the U.S. Department of Labor under EIN 420860039.
Who sponsors the Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)?
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) is sponsored by Stewart Memorial Community Hospital, located in Iowa. The sponsor's EIN is 420860039 and the plan operates in the Healthcare & Social Assistance industry.
How did Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) perform in 2022?
Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) declined by 16.4% during 2022, moving from $25M to $21M in total assets. Net income was $-4,134,990.
Where can I find official filings for Stewart Memorial Community Hospital Internal Revenue Code Section 403(b)?
Official Form 5500 filings for Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420860039 or plan name at efast.dol.gov.
How does Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) compare to other plans?
You can compare Stewart Memorial Community Hospital Internal Revenue Code Section 403(b) against other Profit Sharing plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 420860039.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.