Profit Sharing · DOL Form 5500 · 2022

St Francis Health Services of Morris Inc. Profit Sharing Plan

Data updated 2026-08-11

$30M
Total assets
1,283
Participants
83rd
Percentile by assets
$23,687
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$30M
total plan assets (2022 EOY)
1,283
covered participants
83rd
percentile by assets (of 139,126 plans)
$23,687
avg assets per participant

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 vs the 2022 asset distribution

By assets, St. Francis Health Services of Morris Employees Retirement Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$40M$45M$50M$55M$60M 202220232024 $43.8M $57.1M ▲ +30.2%
Total plan assets by year, all St Francis Health Services of Morris Inc. plans on file
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

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 S…Essentia Health Reti…Pipe Trades Services…Allina 403(b) Retire…Fairview Health Serv…Cargill Employee Ret…
St. Francis Health Services of Morris Employees Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to St. Francis Health Services of Morris Employees Retirement Plan by total assets, not by location.

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).

Next read for St. Francis Health Services of Morris Em…

Scale reading

Ways to act on St. Francis Health Services of Morris Employees Retirement Plan's numbers.