401(k) · DOL Form 5500 · 2022

St Josephs Community Health Services Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
177
Participants Small participant base
71st
Percentile by assets National rank
$78,778
Avg per participant Below avg balance/head
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Official DOL plan name: St. Joseph's Health Services, Inc. 401(k) Plan · Sponsored by St Josephs Community Health Services Inc · Wisconsin · Healthcare & Social Assistance

$14M in assets, 177 participants

St Josephs Community Health Services Inc's St. Joseph's Health Services, Inc. 401(k) Plan reported $14M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,231 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

St. Joseph's Health Services, Inc. 401(k) Plan covers 177 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#15,231
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Joseph's Health Services, Inc. 401(k) Plan's outsized position by total assets

St. Joseph's Health Services, Inc. 401(k) Plan vs every filed plan by assets

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

$13,943,634 Top 29% higher than 71% 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's Health Services, Inc. 401(k) 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. Joseph's Health Services, Inc. 401(k) Plan sits mid-pack in the medium band (177 participants).

DOL schedule card

Filing strip 390929538 · St Josephs Community Health Services Inc PY 2022 · 401(k)

St. Joseph's Health Services, Inc. 401(k) Plan · $14M · 177 · 71st

  • EIN $14M
  • RANK 177
  • PHOTO 71st
  • IND 401(k)
  • EOY near Howd & Ludorf, 401(k) Plan
  • 5500 ind #15231

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 Wisconsin →

St. Joseph's Health Services, Inc. 401(k) Plan in the asset neighbourhood

St. Joseph's Health Services, Inc. 401(k) PlanSt. Joseph's Health Services…$14MHowd & Ludorf, 401(k) Plan$14MSpl, Inc. 401(k) Profit Sharing PlanSpl, Inc. 401(k) Profit Shar…$14MVba Defined Contribution Plan for Village Bank and TrustVba Defined Contribution Pla…$14MThe Infilaw System 401(k) PlanThe Infilaw System 401(k) Pl…$14M
End-of-year total assets ($M) among St. Joseph's Health Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN390929538
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Josephs Community Health Services Inc)

Sponsor-wide plan assets over time

All St Josephs Community Health Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.827817482874266% vs 2022
2023 filing year
$12M$14M$16M$18M 20222023 $13.9M $17.4M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 177 $14M
2023 1 172 $17M

Nearby 401(k) Plans in Wisconsin

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

St. Joseph's Health Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants St. Joseph's Health Services, Inc. 401(k) Plan, Total assets ($B): 0.013943634 · Participants: 177St. Joseph's Health Services, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
St. Joseph's Health Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare St. Joseph's Health Services, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Howd & Ludorf, 401(k) Plan in CT ($14M); by covered participants it is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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's Health Services, Inc. 401(k) Plan assets move in 2022? ▼
St. Joseph's Health Services, Inc. 401(k) Plan pulled back noticeably - down 10.1% during 2022, from $16M to $14M. Reported net income was -$2M.
How have St Josephs Community Health Services Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), St Josephs Community Health Services Inc's sponsor-wide assets grew 24.8%, from $14M to $17M.
Which 401(k) plans are similar in size to St. Joseph's Health Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howd & Ludorf, 401(k) Plan in CT ($14M, 47 participants).
Which 401(k) plans cover a similar participant headcount to St. Joseph's Health Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants, $4M 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 390929538.

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.