Other · DOL Form 5500 · 2022
Roper St. Francis Healthcare Retirement Plan
Data updated 2026-08-25
- $476M
- Total assets Above avg plan size
- 5,671
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $83,980
- Avg per participant Below avg balance/head
Official DOL plan name: Roper St. Francis Healthcare 403(b) Plan · Sponsored by Roper St. Francis Healthcare · South Carolina · Healthcare & Social Assistance
$476M in assets, 5,671 participants
Roper St. Francis Healthcare's Roper St. Francis Healthcare 403(b) Plan reported $476M in total assets and 5,671 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,659 in Healthcare & Social Assistance (20,060 peers)
Coverage in South Carolina
Roper St. Francis Healthcare 403(b) Plan covers 5,671 participants in South Carolina, 15x the typical South Carolina plan (state average ~369 per filing). Assets: $476M.
- #19,659
- in Healthcare & Social Assistance (20,060 peers)
- -15.5%
- assets change YoY
- 4.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $87M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roper St. Francis Healthcare 403(b) Plan's outsized position by total assets
Roper St. Francis Healthcare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$476,250,452 Top 2% higher than 98% 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
Roper St. Francis Healthcare 403(b) 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. Roper St. Francis Healthcare 403(b) Plan lands in the large band (5,671 participants).
EBSA filing schedule strip
Filing strip 570831165 · Roper St. Francis Healthcare PY 2022 · Other
Roper St. Francis Healthcare 403(b) Plan · $476M · 5,671 · 98th
- EBSA $476M
- EBSA 5,671
- EBSA 98th
- EBSA Other
- EBSA near Valley Children's Hospital Defined Contribution Retirement Plan
- EBSA ind #19659
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 South Carolina →
Roper St. Francis Healthcare 403(b) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $563M |
|---|---|
| Net Assets (End of Year) | $476M |
| Net Income | -$87M |
| Employer EIN | 570831165 |
| Plan Effective Date | 1995-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roper St. Francis Healthcare)
Sponsor-wide plan assets over time
All Roper St. Francis Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $664M 39.519242702996955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,671 | $476M |
| 2023 | 1 | 5,979 | $583M |
| 2024 | 1 | 6,443 | $664M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $722M · 21,288
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $291M · 1,000
- Anmed Health Retirement Savings Plan $187M · 3,539
- Tidelands Health 403(b) Retirement Savings Plan $146M · 2,092
- Uma Supplemental 403(b) Plan $101M · 2,343
Scale composition for Roper St. Francis Healthcare 403(b) Plan
Roper St. Francis Healthcare 403(b) Plan reports $476M in end-of-year assets across 5,671 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $83,980 per participant (61% of the national average assets-per-participant) . Net income for plan year 2022 was -$87M.
This plan identity (EIN 570831165, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $476M to $664M (+39.5%) while covered participants moved from 5,671 to 6,443 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,671 | $476M | This page |
| 2023 | 5,979 | $583M | Open filing |
| 2024 · index core | 6,443 | $664M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Roper St. Francis Healthcare 403(b) Plan (Other, $664M, 6,443 participants)
Roper St. Francis Healthcare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Valley Children's Hospital Defined Contribution Retirement Plan in CA ($479M); by covered participants it is Medisys Health Network, Inc. 403(b) Plan in NY (5,698 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($476M here).
- Valley Children's Hospital Defined Contribution Retirement Plan (CA) $479M · 3,374
- The Rand Corporation 403(b) Savings Plan (CA) $473M · 1,716
- Shands Healthcare Matched Savings Account 403(b) (FL) $480M · 10,522
- Colgate University Defined Contribution Retirement (NY) $472M · 1,047
Similar participant headcount
Nearest other-state filings by covered participants (5,671 participants); asset peers above are excluded.
- Medisys Health Network, Inc. 403(b) Plan (NY) 5,698 · 27 off
- Yale University Matching Retirement Plan (CT) 5,701 · 30 off
- Asante 403b Plan (OR) 5,704 · 33 off
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,615 · 56 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.