Profit Sharing · DOL Form 5500 · 2022

St Francis Health Services of Morris Inc. Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,283
Participants Near avg headcount
83rd
Percentile by assets National rank
$23,687
Avg per participant Low balance/head
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Official DOL plan name: St. Francis Health Services of Morris Employees Retirement Plan · Sponsored by St Francis Health Services of Morris Inc. · Minnesota · Healthcare & Social Assistance

$30M in assets, 1,283 participants

St Francis Health Services of Morris Inc.'s St. Francis Health Services of Morris Employees Retirement Plan reported $30M in total assets and 1,283 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,181 in Healthcare & Social Assistance (20,060 peers)

Where St. Francis Health Services of Morris Employees Retirement Plan sits by assets

St. Francis Health Services of Morris Employees Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 1,283 participants (~$23,687/participant), down 18.2% in 2022.

#17,181
in Healthcare & Social Assistance (20,060 peers)
-18.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Francis Health Services of Morris Employees Retirement Plan's outsized position by total assets

St. Francis Health Services of Morris Employees Retirement Plan vs every filed plan by assets

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

$30,390,804 Top 17% higher than 83% 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. Francis Health Services of Morris Employees Retirement 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. Francis Health Services of Morris Employees Retirement Plan lands in the large band (1,283 participants).

Form 5500 schedule snapshot

Filing strip 411484416 · St Francis Health Services of Morris Inc. PY 2022 · Profit Sharing

St. Francis Health Services of Morris Employees Retirement Plan · $30M · 1,283 · 83rd

  • VS-ST $30M
  • VS-ST 1,283
  • VS-ST 83rd
  • VS-ST Profit Sharing
  • VS-ST near Presbyterian Medical Services Discretionary Contribution Plan
  • VS-ST ind #17181

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 Minnesota →

St. Francis Health Services of Morris Employees Retirement Plan in the asset neighbourhood

Midwest Laboratories, Inc. Profit Sharing Plan and TrustMidwest Laboratories, Inc. P…$31MRockford Health System Fixed Contribution PlanRockford Health System Fixed…$30MSt. Francis Health Services of Morris Employees Retirement PlanSt. Francis Health Services …$30MPresbyterian Medical Services Discretionary Contribution PlanPresbyterian Medical Service…$30MSullivan & Cromwell LLP Supplemental Retirement PlanSullivan & Cromwell LLP Supp…$30M
End-of-year total assets ($M) among St. Francis Health Services of Morris Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$30M
Net Income-$7M
Employer EIN411484416
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Francis Health Services of Morris Inc.)

Sponsor-wide plan assets over time

All St Francis Health Services of Morris Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 30.19686908947567% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.8M $57.1M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 3,058 $44M
2023 2 3,279 $51M
2024 2 3,426 $57M

Nearby Profit Sharing Plans in Minnesota

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

St. Francis Health Services of Morris Employees Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.52 Total assets ($B) Participants St. Francis Health Services of Morris Employees Retirement Plan, Total assets ($B): 0.030390804 · Participants: 1283St. Francis Health Services of Morris Employees Retirement PlanEssentia Health Retirement Plan, Total assets ($B): 1.61318726 · Participants: 14444Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.394999238 · Participants: 6268Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.846612268 · Participants: 10170Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.542260343 · Participants: 5177Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.397133832 · Participants: 18794Cargill Employee Retirement Account Plan
St. Francis Health Services of Morris Employees Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare St. Francis Health Services of Morris Employees Retirement Plan side-by-side with 3 peers →

St. Francis Health Services of Morris Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Presbyterian Medical Services Discretionary Contribution Plan in NM ($30M); by covered participants it is Buffalo Laborers Security Fund in NY (1,282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,283 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. Francis Health Services of Morris Employees Retirement Plan assets move in 2022? ▼
St. Francis Health Services of Morris Employees Retirement Plan declined sharply - down 18.2% during 2022, from $37M to $30M. Reported net income was -$7M.
How have St Francis Health Services of Morris Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St Francis Health Services of Morris Inc.'s sponsor-wide assets grew 30.2%, from $44M to $57M.
Where does St. Francis Health Services of Morris Employees Retirement Plan rank by assets among Form 5500 filers? ▼
St. Francis Health Services of Morris Employees Retirement Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to St. Francis Health Services of Morris Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Presbyterian Medical Services Discretionary Contribution Plan in NM ($30M, 989 participants).
Which Profit Sharing plans cover a similar participant headcount to St. Francis Health Services of Morris Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Buffalo Laborers Security Fund in NY (1,282 participants, $28M 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 411484416.

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.