Other · DOL Form 5500 · 2022

St Francis Health Services of Morris Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
1,775
Participants Near avg headcount
71st
Percentile by assets National rank
$7,569
Avg per participant Low balance/head
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Official DOL plan name: St. Francis Health Services of Morris Tax Deferred Annuity Plan · Sponsored by St Francis Health Services of Morris Inc. · Minnesota · Healthcare & Social Assistance

$13M in assets, 1,775 participants

St Francis Health Services of Morris Inc.'s St. Francis Health Services of Morris Tax Deferred Annuity Plan reported $13M in total assets and 1,775 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.

  • #15,110 in Healthcare & Social Assistance (20,060 peers)

St Francis Health Services of Morris Inc. multi-year trail

St Francis Health Services of Morris Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows St. Francis Health Services of Morris Tax Deferred Annuity Plan at $13M / 1,775 participants.

#15,110
in Healthcare & Social Assistance (20,060 peers)
-12.7%
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. Francis Health Services of Morris Tax Deferred Annuity Plan's outsized position by total assets

St. Francis Health Services of Morris Tax Deferred Annuity Plan vs every filed plan by assets

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

$13,435,680 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. Francis Health Services of Morris Tax Deferred Annuity 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 Tax Deferred Annuity Plan lands in the large band (1,775 participants).

Plan-year Form 5500 strip

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

St. Francis Health Services of Morris Tax Deferred Annuity Plan · $13M · 1,775 · 71st

  • PCT $13M
  • EIN 1,775
  • RANK 71st
  • PHOTO Other
  • IND near Ascend Learning, Inc. 403(b) Plan
  • EOY ind #15110

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 Tax Deferred Annuity Plan in the asset neighbourhood

Elder Care Alliance 403 (B) Retirement Savings PlanElder Care Alliance 403 (B) …$13MMccarter Theatre Retirement PlanMccarter Theatre Retirement …$13MSt. Francis Health Services of Morris Tax Deferred Annuity PlanSt. Francis Health Services …$13MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$13MOpportunity Council 403(b) PlanOpportunity Council 403(b) P…$13M
End-of-year total assets ($M) among St. Francis Health Services of Morris Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

St Francis Health Services of Morris Inc. multi-year asset trail

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

St Francis Health Services of Morris Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN411484416
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

St. Francis Health Services of Morris Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants St. Francis Health Services of Morris Tax Deferred Annuity Plan, Total assets ($B): 0.01343568 · Participants: 1775St. Francis Health Services of Morris Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
St. Francis Health Services of Morris Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare St. Francis Health Services of Morris Tax Deferred Annuity Plan side-by-side with 3 peers →

St. Francis Health Services of Morris Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Ascend Learning, Inc. 403(b) Plan in NY ($13M); by covered participants it is Redlands Community Hospital Plus Program in CA (1,775 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,775 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 Tax Deferred Annuity Plan assets move in 2022? ▼
St. Francis Health Services of Morris Tax Deferred Annuity Plan pulled back noticeably - down 12.7% during 2022, from $15M to $13M. Reported net income was -$2M.
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.
Which Other plans are similar in size to St. Francis Health Services of Morris Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ascend Learning, Inc. 403(b) Plan in NY ($13M, 783 participants).
Which Other plans cover a similar participant headcount to St. Francis Health Services of Morris Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Redlands Community Hospital Plus Program in CA (1,775 participants, $138M 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.